10Y Treasury, PRIMARY SOURCE
4.80% on 09/08
Treasury daily par yield curve: 09/01 4.79, 09/02 4.79, 09/03 4.77, 09/04 4.78, 09/08 4.80. No 09/07 row - Labor Day, exactly as we corrected yesterday. The 4.80% touch is printed, not inferred.
pos-017: the gate's final bill
$42.91
Polymarket's 4.8%-touch market resolved YES 2026-09-08 22:21:34 UTC. Our 151.5152 shares pay $151.52; we took $108.61 on Sep 1 at a volume-weighted 71.69c. Correct process, published trigger, clean fills, and it cost $42.91.
The retired model was right here
76.8 vs a 67.5 market
The barrier model's last live reading on this contract (Aug 31) beat the market and the contract resolved at 100. It stays retired - five consecutive consistency failures are not undone by one hit - but we will not call the retirement vindicated.
BET CLOSED - pos-011
sold 40.11c, +$4.49
Not on a gate. Sold because we proved our own published fair value for it was a restatement of the market price, and the first independent pricing we could build sits at or below the bid across the whole correlation range.
Fed Sept: our best anchor vs the market
62.8% vs a 53c ask
+9.8pp, under the 10-point bar - and the anchor is a third-party futures dashboard. CME FedWatch itself was unreachable this session (JS widget, API 502/404); press citations of it over Sep 7-8 run 52%, 56%, 57%, 58.7%. NO TRADE.
Oil is still the macro story
Brent $99.44, +1.55%
US forces destroyed five Iranian crude tankers Tuesday; Houthi strikes hit Saudi energy sites with 70+ civilians injured. Goldman flags a rising probability of Brent above $120. This is what is putting the 10-year at 4.80%.
Book
1 open, $100 staked, total P&L unchanged
+$20.20 unrealised, +$743.25 realised, +$763.45 total - identical to yesterday to the cent, because pos-011's $4.49 realised replaced its $4.66 mark while pos-004 gained $0.17 of depth. Record 19/22. Cash 94.3%.