Welcome back to your daily mind meld with the Polymarket order book. What's happening today:
Top Stories
Microstrategy
The stock of Bitcoin holding company Strategy has cratered from $451 in July to sub-$200 today. Despite concerns that the company could become a forced seller of BTC, one Polymarket trader @arme has gone all-in on a $36,929.26 "Yes" position that $MSTR will buy at least 1,000 more BTC no later than today. He's already up 39% on his trade, and will walk away with $86k if he's right.
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OpenAI Delays?
Sam Altman's OpenAI is reportedly accelerating the release of its next gen AI model following rapid increases in Google's model performance. But Odds for the new model to drop tomorrow, Tuesday, cratered from 90%+ to under 10% overnight.
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Merger Cop-in-Chief
Trump weighed in yesterday on Netflix's $82.7b deal to acquire Warner Brothers Discovery. The president warned that "very big market share...could be a problem," and suggested he would be personally involved in the regulatory review of the deal. Will it close next year?
