Science Milestones & Research Trader
This is a template.
The default signal is keyword-based market discovery combined with conviction-based sizing and science_bias() — remix it with the data sources listed below.
The skill handles all the plumbing (market discovery, trade execution, safeguards). Your agent provides the alpha.
Strategy Overview
Science markets are priced by non-experts following journalist headlines. Journalists systematically amplify the most optimistic interpretation of scientific results. The research community knows the replication rates, timeline track records, and definitional ambiguities behind each claim type. Retail doesn't. This creates large, consistent mispricings — and two of the most exploitable edges anywhere on Polymarket: hype-claim dampening and Nobel calendar timing.
Signal Logic
Default Signal: Conviction-Based Sizing with Science Hype Correction
- 1. Discover active science and research markets on Polymarket
- Compute base conviction from distance to threshold (0% at boundary → 100% at p=0/p=1)
- Apply
science_bias() — combines science claim type with Nobel calendar timing - Size =
max(MIN_TRADE, conviction × bias × MAX_POSITION) — capped at MAXPOSITION - Skip markets with spread > MAXSPREAD or fewer than MIN_DAYS to resolution
Science Bias (built-in, no API required)
Factor 1 — Science Claim Type: Hype Cycle vs Replication Reality
| Claim type | Multiplier | The real signal |
|---|
| CRISPR / gene therapy clinical | 1.15x | clinicaltrials.gov tracks endpoints; regulatory path is public — retail treats as sci-fi |
| Alzheimer / neurodegeneration drug |
1.10x | Post-Lecanemab/Donanemab, Phase 3 approval path established; calendar trackable |
| Nobel Prize (any field) |
1.15x (+ timing) | Clarivate Citation Laureates ~40% hit rate; committee rewards 10–30yr replicated work |
| Dark matter / particle physics |
0.85x | Binary rare events; sensitivity curves published but genuine detections are rare |
| Quantum computing milestone |
0.85x | Roadmaps exist but corporate "supremacy" claims are marketing-contaminated |
| AGI / AI consciousness by date |
0.70x | No agreed definition; every AGI timeline since 1956 has been wrong |
| Longevity / aging reversal |
0.70x | Mouse→human gap is 10–15 years minimum; conference culture creates retail overcrowding |
| Cancer "cure" / universal treatment |
0.65x | Fundamental category error — cancer is 200+ distinct diseases; premise is incoherent |
| Commercial / grid-connected fusion |
0.65x | ITER delayed 2016→2020→2025→2035; every commercial fusion timeline has slipped >50% |
| Room temperature superconductor |
0.55x | Near-100% replication failure rate; LK-99 (2023) is the definitive template |
The RT Superconductor Rule — 0.55x is the lowest multiplier in the entire project across all traders. The reason is historical: every significant "room temperature superconductor" claim since 1987 has either failed replication or been retracted. The 2023 LK-99 episode — global excitement, total replication failure within two weeks — is not an outlier. It is the pattern. When a RT superconductor market appears on Polymarket, the YES side is being priced by media excitement, not physics consensus. The NO edge is structural.
The Fusion Rule — "Fusion is always 5 years away" is not a joke; it's a documented pricing pattern. NIF's December 2022 ignition (Q>1) was genuinely historic. But commercial fusion — grid-connected, cost-competitive electricity — requires solving plasma engineering, materials science, and economic problems that are decades away. Every market asking "will fusion power X by Y" where Y is within 10 years is systematically overpriced.
Factor 2 — Nobel Calendar Timing
The Nobel Prize follows a known annual schedule. Two data sources are public every year:
| Condition | Multiplier | Why |
|---|
| Nobel market + October (announcement week) | 1.25x | Physics Mon, Chemistry Tue, Medicine Mon, Peace Fri — Polymarket takes 15–30 min to reprice each announcement |
| Nobel market + September (Clarivate month) |
1.15x | Clarivate Citation Laureates shortlist published — citation data retail doesn't read |
| Nobel market + all other months |
1.00x | Clarivate predictions still useful but no immediate timing catalyst |
The skill prints nobel=ANNOUNCEMENT / CLARIVATE / off-season on startup.
Clarivate Citation Laureates — Clarivate analyzes citation impact across all scientific literature and publishes annual shortlists of researchers predicted to win Nobel Prizes. Their hit rate is ~40% correct in advance — far above the base rate. The key insight: Nobel committees reward longevity of impact, not recency. The Clarivate list reflects citation networks built over decades; retail chases last year's hottest paper. These systematically diverge.
Keywords Monitored
CODEBLOCK0
Remix Signal Ideas
- - Clarivate Citation Laureates: September shortlist — use to adjust YESTHRESHOLD per Nobel candidate market; candidates on the shortlist deserve lower YESTHRESHOLD than those off it
- arXiv API: Monitor preprint velocity per keyword topic — spikes 3–7 days before mainstream coverage, before markets reprice
- ClinicalTrials.gov: Gene therapy and Alzheimer drug trial completion dates — feed expected date into days-to-resolution analysis
- Semantic Scholar API: Real-time citation graph — detect breakout papers early before journal publication drives Polymarket question creation
Safety & Execution Mode
The skill defaults to paper trading (venue="sim"). Real trades only with --live flag.
| Scenario | Mode | Financial risk |
|---|
| INLINECODE6 | Paper (sim) | None |
| Cron / automaton |
Paper (sim) | None |
|
python trader.py --live | Live (polymarket) | Real USDC |
INLINECODE8 and cron: null — nothing runs automatically until you configure it in Simmer UI.
Required Credentials
| Variable | Required | Notes |
|---|
| INLINECODE10 | Yes | Trading authority. Treat as high-value credential. |
Tunables (Risk Parameters)
All declared as tunables in clawhub.json and adjustable from the Simmer UI.
| Variable | Default | Purpose |
|---|
| INLINECODE13 | INLINECODE14 | Max USDC per trade (reached at 100% conviction) |
| INLINECODE15 |
5000 | Min market volume filter (USD) |
|
SIMMER_MAX_SPREAD |
0.12 | Max bid-ask spread (12%) — wider for low-volume science markets |
|
SIMMER_MIN_DAYS |
14 | Min days until resolution — science markets need longer runway |
|
SIMMER_MAX_POSITIONS |
6 | 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
INLINECODE29 by Simmer Markets (SpartanLabsXyz)
- - PyPI: https://pypi.org/project/simmer-sdk/
- GitHub: https://github.com/SpartanLabsXyz/simmer-sdk
科学里程碑与研究交易员
这是一个模板。
默认信号是基于关键词的市场发现,结合基于信念的仓位规模和 science_bias()——请使用下面列出的数据源进行重新组合。
该技能处理所有底层工作(市场发现、交易执行、安全防护)。您的智能体提供阿尔法收益。
策略概述
科学市场的定价由非专业人士根据记者头条新闻进行。记者们系统性地放大对科学结果最乐观的解读。研究界了解每种声明类型背后的复制率、时间线记录和定义模糊性。散户不了解。这造成了巨大且持续的错误定价——以及Polymarket上两个最具可操作性的套利机会:炒作声明降温和诺贝尔奖日历时机。
信号逻辑
默认信号:基于信念的仓位规模与科学炒作修正
- 1. 发现Polymarket上活跃的科学和研究市场
- 根据与阈值的距离计算基础信念(边界处为0% → p=0/p=1时为100%)
- 应用 science_bias()——结合科学声明类型与诺贝尔奖日历时机
- 仓位规模 = max(最小交易量, 信念 × 偏差 × 最大仓位)——上限为最大仓位
- 跳过价差大于最大价差或距离解决天数少于最小天数的市场
科学偏差(内置,无需API)
因素1——科学声明类型:炒作周期 vs 复制现实
| 声明类型 | 乘数 | 真实信号 |
|---|
| CRISPR / 基因治疗临床 | 1.15倍 | clinicaltrials.gov追踪终点;监管路径公开——散户视为科幻 |
| 阿尔茨海默病/神经退行性疾病药物 |
1.10倍 | Lecanemab/Donanemab之后,三期批准路径已建立;日历可追踪 |
| 诺贝尔奖(任何领域) |
1.15倍 (+时机) | 科睿唯安引文桂冠得主约40%命中率;委员会奖励10-30年经复制的成果 |
| 暗物质/粒子物理 |
0.85倍 | 二元罕见事件;灵敏度曲线已公布但真正探测罕见 |
| 量子计算里程碑 |
0.85倍 | 路线图存在但企业霸权声明受营销污染 |
| 按日期的AGI/人工智能意识 |
0.70倍 | 无公认定义;自1956年以来每个AGI时间线都是错误的 |
| 长寿/逆转衰老 |
0.70倍 | 小鼠→人类差距至少10-15年;会议文化造成散户过度拥挤 |
| 癌症治愈/通用疗法 |
0.65倍 | 根本性分类错误——癌症是200多种不同疾病;前提本身不连贯 |
| 商业/并网聚变 |
0.65倍 | ITER从2016→2020→2025→2035一再推迟;每个商业聚变时间线都偏离超过50% |
| 室温超导体 |
0.55倍 | 接近100%复制失败率;LK-99(2023年)是决定性模板 |
室温超导体规则——0.55倍是整个项目中所有交易员的最低乘数。原因在于历史:自1987年以来,每一个重大的室温超导体声明要么复制失败,要么被撤回。2023年的LK-99事件——全球兴奋,两周内完全复制失败——并非异常。这是模式。当室温超导体市场出现在Polymarket上时,YES方是由媒体兴奋度定价的,而非物理学共识。NO方的优势是结构性的。
聚变规则——聚变总是还有5年不是玩笑;这是一个有记录的价格模式。NIF 2022年12月的点火(Q>1)确实是历史性的。但商业聚变——并网、成本具有竞争力的电力——需要解决等离子体工程、材料科学和经济问题,这些问题还需要几十年。每个询问X是否会在Y年实现聚变发电且Y在10年内的市场都被系统性高估。
因素2——诺贝尔奖日历时机
诺贝尔奖遵循已知的年度时间表。每年有两个数据来源是公开的:
| 条件 | 乘数 | 原因 |
|---|
| 诺贝尔奖市场 + 十月(公布周) | 1.25倍 | 物理周一、化学周二、医学周一、和平周五——Polymarket需要15-30分钟重新定价每个公告 |
| 诺贝尔奖市场 + 九月(科睿唯安月) |
1.15倍 | 科睿唯安引文桂冠得主短名单公布——散户不读的引文数据 |
| 诺贝尔奖市场 + 所有其他月份 |
1.00倍 | 科睿唯安预测仍有价值但无即时时机催化剂 |
该技能在启动时打印 nobel=公布/科睿唯安/休赛期。
科睿唯安引文桂冠得主——科睿唯安分析所有科学文献的引文影响力,并发布年度短名单,预测将获得诺贝尔奖的研究人员。他们的命中率约为40%——远高于基础概率。关键洞察:诺贝尔委员会奖励的是影响力的持久性,而非近期性。科睿唯安列表反映了数十年建立的引文网络;散户追逐去年最热门的论文。这些系统性分歧。
监控的关键词
诺贝尔奖, 诺贝尔, 物理, 聚变能, ITER, 核聚变, 暗物质,
量子计算机, 量子计算, 突破, 自然论文, CERN,
詹姆斯·韦伯, 室温超导体, AGI, 意识, 癌症治愈,
阿尔茨海默病治疗, 长寿, 逆转衰老, CRISPR, 基因治疗,
临床试验, 三期, 复制, 预印本, arXiv, 同行评审,
超导体, LK-99, 量子比特, 量子霸权, 药物批准
重新组合信号思路
- - 科睿唯安引文桂冠得主:九月短名单——用于调整每个诺贝尔候选人市场的YES阈值;短名单上的候选人应比不在名单上的候选人获得更低的YES阈值
- arXiv API:监控每个关键词主题的预印本速度——在主流量覆盖前3-7天出现峰值,早于市场重新定价
- ClinicalTrials.gov:基因治疗和阿尔茨海默病药物试验完成日期——将预期日期输入到距离解决天数的分析中
- Semantic Scholar API:实时引文图——在期刊发表推动Polymarket问题创建之前,及早发现突破性论文
安全与执行模式
该技能默认为模拟交易(venue=sim)。仅使用 --live 标志进行真实交易。
| 场景 | 模式 | 财务风险 |
|---|
| python trader.py | 模拟 | 无 |
| 定时任务/自动化 |
模拟 | 无 |
| python trader.py --live | 实盘 (polymarket) | 真实USDC |
autostart: false 和 cron: null——在您在Simmer UI中配置之前,没有任何内容自动运行。
所需凭证
| 变量 | 必需 | 备注 |
|---|
| SIMMERAPIKEY | 是 | 交易授权。视为高价值凭证。 |
可调参数(风险参数)
全部在 clawhub.json 中声明为 tunables,可从Simmer UI调整。
| 变量 | 默认值 | 用途 |
|---|
| SIMMERMAXPOSITION | 25 | 每笔交易最大USDC(100%信念时达到) |
| SIMMERMINVOLUME |
5000 | 最小市场交易量过滤(美元) |
| SIMMER
MAXSPREAD | 0.12 | 最大买卖价差(12%)——对低交易量科学市场更宽 |
| SIMMER
MINDAYS | 14 | 距离解决的最小天数——科学市场需要更长的跑道 |
| SIMMER
MAXPOSITIONS | 6 | 最大并发持仓数量 |
| SIMMER
YESTHRESHOLD | 0.38 | 如果市场价格≤此值则买入YES |
| SIMMER
NOTHRESHOLD | 0.62 | 如果市场价格≥此值则卖出NO |
| SIMMER
MINTRADE | 5 | 任何交易的最低金额(无论信念如何的最小USDC) |
依赖
simmer-sdk 由 Simmer Markets (SpartanLabsXyz) 提供
- - PyPI: https://pypi.org/project/simmer-sdk/
- GitHub: https://github.com/SpartanLabsXyz/simmer-sdk