Emerging Tech Trader
This is a template.
The default signal is keyword discovery + on-chain data signals — remix it with DeFiLlama TVL feeds, GitHub commit velocity for quantum computing projects, robotics deployment trackers, or synthetic biology investment databases.
The skill handles all the plumbing (market discovery, trade execution, safeguards). Your agent provides the alpha.
Strategy Overview
Emerging tech markets are among the highest-edge opportunities on Polymarket because most retail participants lack domain expertise. A trader with genuine technical knowledge in robotics, quantum computing, or DeFi holds massive informational advantage.
This skill covers 5 sub-categories:
1. Web3 & DeFi
- - Prediction market TVL milestones, cross-chain liquidity thresholds
- NFT market recovery volume markers
- Tokenized prediction position collateral milestones
2. Metaverse & VR/AR
- - Meta Horizon DAU milestones, VR headset sales
- Virtual real estate transaction volumes
3. Robotics & Automation
- - Humanoid robot factory deployments (Figure, Tesla Optimus, 1X)
- Autonomous delivery robot counts
- Warehouse automation penetration rates
4. Quantum Computing
- - IBM qubit count milestones
- Commercial quantum revenue thresholds
- Quantum advantage demonstrations
5. Synthetic Biology
- - Lab-grown meat regulatory approvals
- Precision fermentation market size
- Engineered bacteria commercial deployments
Signal Logic
Default Signal: Conviction-Based Sizing with Hype-Cycle Bias
- 1. Discover markets matching emerging tech keywords
- Compute base conviction from distance to threshold (0% at boundary → 100% at p=0/p=1)
- Apply
domain_bias() multiplier — boost underappreciated domains, dampen hype-prone ones - Size =
max(MIN_TRADE, conviction × bias × MAX_POSITION) — capped at MAXPOSITION - Skip markets with spread > MAXSPREAD or fewer than MIN_DAYS to resolution
Domain Bias (built-in, no API required)
Different emerging tech categories have systematic mispricing patterns. domain_bias() adjusts conviction based on known retail behavior in each domain:
| Domain | Bias | Why |
|---|
| Metaverse / NFT | 0.70x | Media hype cycles inflate YES; most milestones miss |
| Humanoid robots |
0.75x | YouTube demos precede real deployments by 6–18 months |
| Quantum computing |
1.30x | arXiv progress is systematic; markets lag by weeks |
| Synthetic biology |
1.25x | Regulatory filings are public; market underweights precedent |
| DeFi / TVL |
1.20x | On-chain data is real-time; market repricing lags 2–6h |
| Other |
1.00x | No systematic bias detected |
Example: quantum market at 25% → conviction 34% × 1.3x = 44% → $11 position. Metaverse market at same price → 34% × 0.7x = 24% → $6 (conservative).
Remix Ideas
- - DeFiLlama API: Replace
market.current_probability with TVL-implied probability — trade the divergence between on-chain data and market price - GitHub API: Measure commit velocity on IBM Qiskit / Google Cirq repos as quantum progress signal
- CoinGlass / OpenSea: NFT floor and volume data as leading indicator for NFT milestone markets
- The Good Food Institute: Lab-grown meat regulatory tracker for synthetic biology markets
- arXiv API: Monitor quantum/ML paper releases as leading signal before market repricing
Market Categories Tracked
CODEBLOCK0
Risk Parameters
| Parameter | Default | Notes |
|---|
| Max position size | $25 USDC | Emerging tech markets are volatile |
| Min market volume |
$2,000 | Some niche markets start illiquid |
| Max bid-ask spread | 15% | Accept wider spreads for edge markets |
| Min days to resolution | 14 | Technical milestones need longer lead time |
| Max open positions | 8 | Diversify across sub-categories |
Sub-Category Edge Analysis
| Category | Edge Source | Typical Market Bias |
|---|
| Quantum Computing | Academic paper lag (arXiv 6–24h before news) | Retail underestimates IBM progress |
| Humanoid Robots |
YouTube demo videos precede deployments | Fan hype overprices Tesla Optimus |
| DeFi/TVL | On-chain data is real-time | Markets lag DeFiLlama by 2–6h |
| Lab-Grown Meat | Regulatory filings public before decisions | Market underweights FDA precedent |
| NFT Markets | OpenSea/Blur volume APIs | Volume data available before price consensus |
Key Data Sources
- - DeFiLlama: https://defillama.com/
- GitHub API: https://api.github.com/
- IBM Quantum Network: https://quantum.ibm.com/
- The Good Food Institute: https://gfi.org/
- CoinGlass NFT: https://www.coinglass.com/nft
Installation & Setup
CODEBLOCK1
Requires: SIMMER_API_KEY environment variable.
Cron Schedule
Runs every 15 minutes (*/15 * * * *). Emerging tech events are infrequent but high-impact when they occur.
Safety & Execution Mode
The skill defaults to paper trading (venue="sim"). Real trades only execute when --live is passed explicitly.
| Scenario | Mode | Financial risk |
|---|
| INLINECODE8 | Paper (sim) | None |
| Cron / automaton |
Paper (sim) | None |
|
python trader.py --live | Live (polymarket) | Real USDC |
The automaton cron is set to null — it does not run on a schedule until you configure it in the Simmer UI. autostart: false means it won't start automatically on install.
Required Credentials
| Variable | Required | Notes |
|---|
| INLINECODE12 | Yes | Trading authority — keep this credential private. Do not place a live-capable key in any environment where automated code could call --live. |
Tunables (Risk Parameters)
All risk parameters are declared in clawhub.json as tunables and adjustable from the Simmer UI without code changes. They use SIMMER_-prefixed env vars so apply_skill_config() can load them securely.
| Variable | Default | Purpose |
|---|
| INLINECODE18 | INLINECODE19 | Max USDC per trade (reached at 100% conviction) |
| INLINECODE20 |
2000 | Min market volume filter (USD) |
|
SIMMER_MAX_SPREAD |
0.15 | Max bid-ask spread (0.15 = 15%) |
|
SIMMER_MIN_DAYS |
14 | Min days until market resolves |
|
SIMMER_MAX_POSITIONS |
8 | Max concurrent open positions |
|
SIMMER_YES_THRESHOLD |
0.38 | Buy YES if market price ≤ this value |
|
SIMMER_NO_THRESHOLD |
0.62 | Sell NO if market price ≥ this value |
|
SIMMER_MIN_TRADE |
5 | Floor for any trade (min USDC regardless of conviction) |
Dependency
INLINECODE34 is published on PyPI by Simmer Markets.
- - PyPI: https://pypi.org/project/simmer-sdk/
- GitHub: https://github.com/SpartanLabsXyz/simmer-sdk
- Publisher: hello@simmer.markets
Review the source before providing live credentials if you require full auditability.
新兴科技交易员
这是一个模板。
默认信号为关键词发现+链上数据信号——可结合DeFiLlama TVL数据流、量子计算项目的GitHub提交速度、机器人部署追踪器或合成生物学投资数据库进行二次开发。
该技能处理所有底层逻辑(市场发现、交易执行、风控机制)。你的智能体提供阿尔法收益。
策略概述
新兴科技市场是Polymarket上最具超额收益机会的领域,因为大多数零售参与者缺乏专业领域知识。在机器人技术、量子计算或DeFi领域拥有真实技术知识的交易员具备巨大的信息优势。
本技能涵盖5个子类别:
1. Web3与DeFi
- - 预测市场TVL里程碑、跨链流动性阈值
- NFT市场复苏成交量指标
- 代币化预测头寸抵押品里程碑
2. 元宇宙与VR/AR
- - Meta Horizon日活跃用户里程碑、VR头显销量
- 虚拟房地产交易量
3. 机器人技术与自动化
- - 人形机器人工厂部署(Figure、Tesla Optimus、1X)
- 自主配送机器人数量
- 仓库自动化渗透率
4. 量子计算
- - IBM量子比特数里程碑
- 商业量子收入阈值
- 量子优势演示
5. 合成生物学
- - 实验室培育肉类监管批准
- 精密发酵市场规模
- 工程细菌商业部署
信号逻辑
默认信号:基于信念的仓位配置与炒作周期偏差
- 1. 发现匹配新兴科技关键词的市场
- 根据距离阈值的程度计算基础信念(边界处0%→p=0/p=1时100%)
- 应用domain_bias()乘数——提升被低估领域,抑制易炒作领域
- 仓位 = max(最小交易量, 信念 × 偏差 × 最大仓位)——上限为最大仓位
- 跳过价差>最大价差或距离到期日<最小天数的市场
领域偏差(内置,无需API)
不同新兴科技类别存在系统性错误定价模式。domain_bias()根据各领域已知的零售行为调整信念:
| 领域 | 偏差 | 原因 |
|---|
| 元宇宙/NFT | 0.70倍 | 媒体炒作周期推高YES;大多数里程碑无法实现 |
| 人形机器人 |
0.75倍 | YouTube演示视频比实际部署早6-18个月 |
| 量子计算 |
1.30倍 | arXiv进展是系统性的;市场滞后数周 |
| 合成生物学 |
1.25倍 | 监管文件公开;市场低估先例权重 |
| DeFi/TVL |
1.20倍 | 链上数据实时;市场重新定价滞后2-6小时 |
| 其他 |
1.00倍 | 未检测到系统性偏差 |
示例:量子市场25%→信念34%×1.3倍=44%→11美元仓位。元宇宙市场相同价格→34%×0.7倍=24%→6美元(保守)。
二次开发思路
- - DeFiLlama API:用TVL隐含概率替代market.current_probability——交易链上数据与市场价格之间的背离
- GitHub API:衡量IBM Qiskit/Google Cirq仓库的提交速度作为量子进展信号
- CoinGlass/OpenSea:NFT地板价和成交量数据作为NFT里程碑市场的领先指标
- The Good Food Institute:实验室培育肉类监管追踪器用于合成生物学市场
- arXiv API:在市场重新定价前监控量子/机器学习论文发布作为领先信号
跟踪的市场类别
python
关键词 = [
Web3, DeFi, NFT, 区块链, 元宇宙, VR, AR,
机器人, 人形, 自主配送, 波士顿动力,
特斯拉Optimus, Figure机器人, 仓库自动化,
量子, 量子比特, IBM量子, 谷歌量子,
合成生物学, 实验室培育肉类, 培育肉,
精密发酵, Solana, 以太坊, TVL,
]
风险参数
| 参数 | 默认值 | 说明 |
|---|
| 最大仓位规模 | 25 USDC | 新兴科技市场波动性大 |
| 最小市场成交量 |
2,000美元 | 部分小众市场初始流动性不足 |
| 最大买卖价差 | 15% | 为边缘市场接受更宽价差 |
| 最小到期天数 | 14 | 技术里程碑需要更长的前置时间 |
| 最大持仓数量 | 8 | 跨子类别分散投资 |
子类别优势分析
| 类别 | 优势来源 | 典型市场偏差 |
|---|
| 量子计算 | 学术论文滞后(arXiv比新闻早6-24小时) | 零售投资者低估IBM进展 |
| 人形机器人 |
YouTube演示视频先于部署 | 粉丝炒作高估特斯拉Optimus |
| DeFi/TVL | 链上数据实时 | 市场滞后DeFiLlama 2-6小时 |
| 实验室培育肉类 | 监管文件在决策前公开 | 市场低估FDA先例 |
| NFT市场 | OpenSea/Blur成交量API | 成交量数据先于价格共识 |
关键数据来源
- - DeFiLlama:https://defillama.com/
- GitHub API:https://api.github.com/
- IBM量子网络:https://quantum.ibm.com/
- The Good Food Institute:https://gfi.org/
- CoinGlass NFT:https://www.coinglass.com/nft
安装与设置
bash
clawhub install polymarket-emerging-tech-trader
需要:SIMMERAPIKEY环境变量。
Cron调度
每15分钟运行一次(/15 *)。新兴科技事件不频繁但发生时影响重大。
安全与执行模式
该技能默认为模拟交易(venue=sim)。仅当显式传递--live时才执行真实交易。
| 场景 | 模式 | 财务风险 |
|---|
| python trader.py | 模拟(sim) | 无 |
| Cron/自动化 |
模拟(sim) | 无 |
| python trader.py --live | 实盘(polymarket) | 真实USDC |
自动化cron设置为null——除非在Simmer UI中配置,否则不会按计划运行。autostart: false意味着安装后不会自动启动。
所需凭证
| 变量 | 必需 | 说明 |
|---|
| SIMMERAPIKEY | 是 | 交易授权——请保密此凭证。请勿将具有实盘能力的密钥放在自动化代码可能调用--live的任何环境中。 |
可调参数(风险参数)
所有风险参数均在clawhub.json中声明为tunables,可在Simmer UI中调整而无需修改代码。它们使用SIMMER前缀的环境变量,以便applyskill_config()安全加载。
| 变量 | 默认值 | 用途 |
|---|
| SIMMERMAXPOSITION | 25 | 每笔交易最大USDC(100%信念时达到) |
| SIMMERMINVOLUME |
2000 | 最小市场成交量过滤器(美元) |
| SIMMER
MAXSPREAD | 0.15 | 最大买卖价差(0.15=15%) |
| SIMMER
MINDAYS | 14 | 市场到期最小天数 |
| SIMMER
MAXPOSITIONS | 8 | 最大并发持仓数量 |
| SIMMER
YESTHRESHOLD | 0.38 | 市场价格≤此值时买入YES |
| SIMMER
NOTHRESHOLD | 0.62 | 市场价格≥此值时卖出NO |
| SIMMER
MINTRADE | 5 | 任何交易的最低金额(无论信念大小,最小USDC) |
依赖
simmer-sdk由Simmer Markets在PyPI上发布。
- - PyPI:https://pypi.org/project/simmer-sdk/
- GitHub:https://github.com/SpartanLabsXyz/simmer-sdk
- 发布者:hello@simmer.markets
如需完全可审计性,请在提供实盘凭证前审查源代码。