PROBABLY TOMORROW

Everyone loves saying prediction markets are smarter than polls.
Then Monday happened.

A headline flashed that a US–Venezuela conflict was suddenly at 99 percent.
People freaked out.
Traders yelled.
Twitter went feral.
And none of it had anything to do with war.

It was just a price wiggling above a line for four hours.

That’s the kind of week it was.
A perfect storm of overreactions, misunderstood clauses, and one derivative market that managed to confuse half the internet and delight the other half.

So, this edition is about misread signals.

A geopolitical panic that was actually a math problem.
A giant-company horse race where belief moves slower than the stocks.
And a UFO market whose chart looks like seasonal depression.

99 percent?

Let’s get into what actually moved. ↴

GEOPOLITICS
99 percent chance of war? Or did the price just wiggle above a line on Monday?

If you saw this headline, you would think Polymarket just predicted a US Venezuela conflict is almost guaranteed. The odds said 99 percent YES.
Time to panic.
Except it was not about war. It was about whether a price stayed above 50 cents for a four hour window.
You were not betting on geopolitics. You were betting on a Monday squiggle.

This is why we built the Rube Goldberg GIF.
To show the madness.
The faucet marked “geopolitical reality” drips once every century.
The laser on the dial freaks out every ten minutes.
Guess which one the contract was measuring.

The Trap

Your brain sees “99 percent” and jumps to real events.

This is the same cognitive trap that made entire crowds lose money betting on Taylor Swift related markets.

They traded what they felt, not what the contract actually said.

Three rules for derivative markets

Before entering any market that is a bet on a bet, check:

  1. Resolution clause. What is the contract actually settling on.

  2. Price vs reality. A high price can be a pure mechanical expectation, not a real world forecast.

  3. Emotional pull. If the topic triggers fear or excitement, assume you are already misreading it.

Mic Drop

Next time you see a terrifying headline, remember the machine.

The market did not predict a war.

It just measured a laser twitching over a line.

Metaphorical version:
They didn't bet on a nuclear submarine; they bet on whether the gauge needle would touch the red line.

— Probably Tomorrow

ADS??
By the way

If you want to try prediction markets yourself, Polymarket is the easiest place to start.
If you deposit 50 dollars and take a position, we get a small kickback.
It keeps this whole project running.

None of this is investment advice.
Have fun, stay curious, do not bet the rent.

ECONOMICS
The Most Boring Contract That Still Teaches You Something

After the Venezuela derivative, this market feels almost refreshing.
No special rules.
No ticking windows.
Just a straightforward question:
Who will be the largest company at the end of 2025.

The chart shows a slow belief process:

  • NVIDIA keeps gaining confidence

  • Apple keeps losing it

  • Alphabet stays in the middle with limited upside expectations

  • Everyone else is priced out of the race

It’s a calm market.
But the calm is useful, because it shows the gap between narratives and actual belief.

Outside the chart, people keep listing reasons why NVIDIA should collapse:

  • Google building its own chips

  • Meta buying those chips

  • Finished inventory rising

  • Accounts receivable aging

  • Arguments about the “end of scaling”

  • Claims that demand is slowing or becoming more competitive

All of these themes circulate nonstop across tech Twitter, finance blogs, Discords, and private chats.

And yet — the market barely moves.

That’s the point.
Narratives move fast. Real belief moves slowly.

The market isn’t ignoring these arguments.
It’s weighing them, and still concluding that NVIDIA is far ahead.

Chart lesson
The trend lines show slow belief formation.
NVIDIA gains believers.
Apple loses believers.
Alphabet is treated like a coupon book.
Everything else is noise.

Probably Tomorrow

THE END?
Aliens at <1 percent

Powered by hope, resolved by sleep.

After two markets grounded in reality, we end with a classic.
The alien confirmation market is the purest form of prediction-market escapism.
Every year traders convince themselves that a president, a cabinet member, or some federal agency will go on camera and say the words “yes, extraterrestrial life exists.”
Every year the odds slide back to zero.

The chart is a straight line of fading hope.
Spikes happen only when a blurry video trends on Twitter.
Then the line goes back to sleep.

The resolution clause is cold and simple.
No leaks.
No vibes.
No Pentagon whispers.
You need an official, on-record, direct statement before December 31, 2025.

Good luck with that.
This is the market equivalent of buying a lottery ticket because a friend had a strange dream.

A perfect closer.

Today proved one thing. When the world gets noisy, the probabilities update before the headlines do.
We will be here tomorrow. Probably.

Probably Tomorrow

Follow us…After the end!

If you like watching the world update its beliefs in real time, we do it in more places.

X is where we yell into the void.
Instagram is where we pretend to be visual people.
TikTok is where we test how long it takes before the algorithm gets confused.

See you next,
Probably Tomorrow

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