New from Charlie Report: Circle up 11%, round-tripped 19% first; Meta jump backed by real volume; Broad crypto bid, Zcash drew the volume Full report: https://t.co/i6RgeqhmSF

New from Charlie Report: Robinhood up 13% on held buying; MicroStrategy up 14% with bitcoin; Ethereum led the crypto bid Full report: https://t.co/RxdocVq5SM

New from Charlie Report: Hormuz traffic seen returning to normal; SanDisk's heavy volume held flat; Micron led the selloff on volume Full report: https://t.co/qVI75oqRY2

Monetizing settlement gaps on Polymarket. Polymarket settles 7-23 hours after events resolve. During that window, the outcome is public knowledge but sometimes tokens haven't yet priced at $1.00. https://t.co/rcHnroHsYE

Retail is getting outmaneuvered on @Polymarket. 54% of the wallets we analyzed scored 8+ on strategy uniqueness. The median Polymarket power user now runs sophisticated, automated strategies with real quant edges -- likely driven by AI. The bar for competing on Polymarket has gone way up.

We tracked 1,356 active polymarket wallets in April. 725 traded only BTC 5 minute markets. Most run the same play: Arbitrage settlement timing. They race the oracle after the price window closes. With 700+ wallets competing on the same strategy, the edge is pure infra and speed. We expect returns to compress fast.

Do prediction markets have an optimism problem? Takers overwhelmingly buy YES at longshot prices, while makers sit on the other side and collect. Is buying NO an underutilized strategy? https://t.co/FsN0gsZJAn

Multi-outcome markets on @Polymarket have a structural inefficiency. When YES prices across all outcomes don't sum to $1, you can buy cheap NO tokens, call CONVERT on the smart contract, get guaranteed USDC back, and sell the leftover YES tokens. Free money, right?