LZLZL/Prediction markets/Sports
FREEJUDGE IT D · SportsEcosystem

Profiling the real winners
and three reversals

2026-08-21 · the best finding was not about winners at all

I took apart the winners across three sports categories: screen on lifetime profit, then match every fill to its kickoff time and settlement result, attributing P&L by period and by side. The most valuable finding was not among the winners — it was three wallets the leaderboards had elevated that were, lifetime, heavily negative. One of them by nearly four million dollars.

1★ Cleaning the roster: three reversals

Before taking anything apart I did one thing: check each candidate's lifetime profit. It removed three names from near the top:

Apparent standingLifetime reality
8th on the maker-rebate table, $254k of rebates collected, $545–3,739 a daylifetime −$3,911,925
A "model maker" whose rebate reconciliation matched exactly lifetime −$254,149
Daily leaderboard +$60k lifetime −$337,175
⚠ The first row deserves a moment

That wallet collected $254k of maker rebates — eighth on the table, $545–3,739 a day. Anybody seeing it would want to copy it.

It is down three point nine million dollars lifetime.

The rebate table measures volume, not profit. A player optimising for rebates is buying that volume with larger trading losses — $254k of rebates bought a $3.9M hole.

In one linerebates are a consolation prize, not a business model.

2Why short-window leaderboards mislead

short-window boards select for the highest variance, not the greatest skill the third row above was a punter placing six-figure single bets
Screen onYou select
Daily / weekly profitthe highest-variance players
Maker rebate tablethe highest-volume players
Lifetime profita defensible starting point

This is a separate problem from leaderboards being lagging indicators: that one is about time (July's star is dead by August), this one is about basis (the board is not measuring what you think). Defend against both.

3Fifteen lifetime winners, by shape

After cleaning, fifteen genuine lifetime winners remained across tennis, MLB and CS. Arranged by whether they trade before or after kickoff, the shape is unmistakable:

WalletSportLifetimeIn-play shareTwo-sided ratePregame ¢/share
Atennis$1,749k4.6%0.0%+20.8¢
Btennis$1,517k14.5%28.0%+18.6¢
CMLB$568k32.4%3.0%+18.5¢
DMLB$41k14.1%0.6%+14.0¢
ECS$184k17.3%0.5%+12.5¢
—— above: pregame-dominant, almost never pairing ——
FMLB$1,685k87.5%63.7%−18.9¢
GMLB$1,440k74.3%58.4%+39.0¢
HCS$118k72.1%43.2%−1.6¢
—— above: in-play dominant, heavily paired ——
Itennis$116k0%38.2%−3.0¢
JMLB$356k0%31.6%−2.4¢

Basiswallet names are anonymised and no identity attribution is made; the data comes from each wallet's public on-chain activity. Lifetime profit is the leaderboard's lifetime figure; per-share margin is attributed by settlement result and counts settled fills only.

4★ Three things that table says

① Pregame money belongs almost entirely to the wallets that do not pair

The first five have two-sided rates of 0.0% / 28% / 3.0% / 0.6% / 0.5% — they essentially never pair. Their method is pick a side, buy, hold to settlement, with sales close to zero.

And their pregame margin is +12.5 to +20.8 cents a share. That magnitude cannot come from spread capture — spread capture is a fraction-of-a-cent business. Twelve to twenty cents can only come from one thing: being more accurate than the market.

② The ones most resembling market makers lose money pregame

The highest two-sided pregame traders (I and J, at 31–38%) have pregame margins of −3.0¢ and −2.4¢only breaking even on rebates.

And remember these were selected from the lifetime winners. The losers running the same style are the three reversals in §1.

③ The in-play group's money has nothing to do with pregame

F has a lifetime of $1,685k and a pregame margin of −18.9¢it loses money before kickoff and makes all of it after. The group's signature is in-play share of 72–88%, two-sided rate 43–76%, thin margins on enormous volume (one of them did $179k in 0.4 days).

That path requires live scores, an event feed, and speed — a different business entirely.

5Four rules for taking winners apart

RuleWhy
Screen on lifetime profitdaily and weekly boards are variance filters
Rebates collected ≠ money madethe largest rebate collector may be the largest loser (§1)
Check the time spanthe activity feed is capped, so a low-frequency wallet's window ≈ lifetime while a busy one may be days — not comparable
Judge category from the tapeone wallet labelled a category winner had 82% of its volume outside match markets

6One line to keep

The costliest finding here was not how winners win, but how losers get mistaken for winners: a wallet eighth on the rebate table with $254k collected was down $3.9 million lifetime. Before copying anyone, check their lifetime profit.

EvidenceCheck it yourself

Method screen on lifetime profit → match each fill to kickoff time and settlement result → attribute P&L by period, price and side.
Three reversals 8th on the rebate table with $254k collected: lifetime −$3,911,925; a "model maker" with exact rebate reconciliation: lifetime −$254,149; a daily-board +$60k: lifetime −$337,175.
Fifteen winners window is the most recent few thousand activity rows; per-share margin attributed by settlement, counting settled fills only. Wallets anonymised; no identity attribution.
Pregame magnitudes the non-pairing group at +12.5 to +20.8¢ per share; the most maker-like pregame traders at −3.0 and −2.4¢.
Feed cap see eight API traps — check the real span before comparing.
Checked 2026-07. The ecosystem moves quickly; re-check against current data.

NextWhere to go

D · SPORTS
The three winner archetypes
F · METHOD
Leaderboards are lagging indicators
G · ENGINEERING
Subsidies do not appear in trading P&L
F · METHOD
Check the ceiling first
This is an educational and research record. It is not investment advice, promises no returns, and offers no personalised trading recommendations. Rules and API behaviour are per the official documentation; this page states when it was checked and both can change without notice. Prediction markets are restricted or unavailable in some jurisdictions — confirm your own before taking part.