The Leviathan

A weekly read on what the smart money is pricing. One tight briefing on the biggest whale moves of the week, the cross-venue spreads worth watching, and the catalysts on next week's tape.

Drop your email · New issue every Sunday

Read by traders at Polymarket, Kalshi, and a few funds we're not allowed to name.

/ what's inside

Four sections. Ten minutes. Everything that matters.

01

Whale Board

The week's biggest wallet moves on Polymarket and Kalshi — entries, exits, and conviction.

02

Spread Watch

Cross-venue mispricings worth a look. Same event, different price, different size.

03

Catalyst Calendar

What's on the tape next week — Fed prints, court rulings, sports finals, earnings.

04

Resolution Risk

The fine print that decides the payout. Every Sunday: which markets have shaky resolution sources, ambiguous wording, or contested settlement risk.

/ archive

Recent issues

  • #003Coming soon

    The Kalshi/Polymarket arb that nobody's talking about

    Same election market, 4-cent spread, persistent for 36 hours. We map the flow.

  • #002Coming soon

    Five wallets quietly fading the recession trade

    PnL leaderboard top-10 has been short the recession-by-2026 market for two weeks.

  • #001Inaugural issue

    Whales loaded the Fed cut. Did you?

    Three top-100 Polymarket wallets built positions hours before the September FOMC.

Get the first issue this Sunday.

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