Sentinel — Position Review (PM)

2026-08-09 · 2 triggered picks reviewed · 2 exits, 0 holds, 0 skips

Both triggered picks are NO positions in the same market, opened at 83¢ by two audit runs on Jul 20. Both hit the capital_free trigger at a 99.5¢ side-mid. Live check: NO bid 99¢ with ~$21.7k resting depth; market closes Sep 1 (23 days out). The thesis is not just intact — it is confirmed — but the remaining 1¢ is not worth 23 days of locked capital.

Crypto market-structure bill becomes law before Sep 1, 2026 — NO
KXCRYPTOSTRUCTURE-26JAN-SEP · signal 600
capital_free intact exit
Entry83¢ Peak99.5¢ Now (exec)99¢ (yes 0/1) Our prob99% ClosesSep 1
Thesis ("no physical path to a signed law before Sep 1") is now confirmed fact: Majority Leader Thune said the Senate will not vote on the CLARITY Act before the summer recess, and the motion to proceed he filed sets up a vote only after the Senate returns Sept 14 — two weeks past this market's cutoff. NO is ~99% to settle, but at a 99¢ bid there is 1¢ left over 23 days. Exit into the 99¢ bid (deep book, ~$21.7k at top) and free the capital.
run: 2026-07-20-kalshi-politics-mispricing-audit · placed 2026-07-20T16:21Z · model_prob 96% · high conviction
Crypto market-structure bill becomes law before Sep 1, 2026 — NO
KXCRYPTOSTRUCTURE-26JAN-SEP · signal 616
capital_free intact exit
Entry83¢ Peak99.5¢ Now (exec)99¢ (yes 0/1) Our prob99% ClosesSep 1
Duplicate exposure to the same market from a sibling audit run; the calendar-math thesis ("Senate lacks 60 votes and the House is gone until Aug 31") resolved in our favor — the Senate left for recess without a vote and returns Sept 14, after resolution. Same capital_free logic as signal 600: exit at 99¢, banking 16 of the 16.5¢ gain rather than warehousing the position for the final cent.
run: 2026-07-20-kalshi-politics-mispricing-audit-sentinel · placed 2026-07-20T16:25Z · model_prob 94% · high conviction