Threadguy on Polymarket trading strategy
Threadguy breaks down why he refuses to spread himself thin across too many trades. He points out that in past cycles, 95% of the money he has made comes from just about 1% of his trades. Essentially, five specific trades account for 95% of his all-time PNL. He admits he is really good in specific spots, but whenever he spreads too much, he loses. The correlation between profit and the number of trades is simply very few.
Transcript (en)
when i think about my performance in past cycles like 95 of the money i've made is in like one percent of the trades like i've basically made all my money like the correlation between like profit and like number of trades is like very very very few have made like like five trades i've made like 95 of my all-time pnl it just has not five five trades i've made 95 of my lifetime on P&L. It just has. This is just how it plays out for me. I'm really good in specific spots, and when I spread too much, I lose.
