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πŸ§ͺ PR29a β€” crowd-forecast signals on the impact page (Polymarket + Kalshi)#2

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lksbrssr merged 3 commits into
lukas/impact-dashboardfrom
prototype/impact-signals
Jul 6, 2026
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πŸ§ͺ PR29a β€” crowd-forecast signals on the impact page (Polymarket + Kalshi)#2
lksbrssr merged 3 commits into
lukas/impact-dashboardfrom
prototype/impact-signals

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@lksbrssr lksbrssr commented Jul 6, 2026

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πŸ§ͺ Prototype / do not merge β€” "PR29a". Stacked on top of daviddao#29 (lukas/impact-dashboard) so you can see prediction-market signals in context on the impact page without amending daviddao#29. This PR's own delta is just 3 files (market-signals.ts, ImpactDashboard.tsx, impact/page.tsx); everything else is inherited from daviddao#29.

What this does

Each inflection point is a pre-registered, falsifiable, dated bet β€” exactly what prediction markets price. This adds a crowd-forecast read on the FIELD axis of every inflection card (and its detail modal): an external, independent estimate of "will it happen?", kept strictly separate from PL contribution (Q3) and from a settled Q2.

Kalshi and Polymarket, chosen per match

The platform is selected on which market most closely matches the actual inflection point, not convenience:

  • Polymarket β€” deepest liquidity for identity / AI / BCI-valuation themes.
  • Kalshi β€” regulated venue; better for US-regulatory / adoption-count themes.
  • Each point can declare a best-match primary + a liquidity fallback (used only if the primary has no live price), with the platform badge + a (fallback) tag shown honestly.
  • Where no market fits, the card says "No market yet β€” unpriced bet" β€” the gap is itself a signal.

Examples now live on the page:

Inflection point Best-match market Platform Read
Personhood without the state 30M humans on World by Dec 31 Polymarket ~10%
Agents run on open rails Open-weights best model by Dec 31 Polymarket ~13%
Provenance becomes default AI regulation becomes US law Kalshi live
The BCI app store Neuralink β‰₯40 implants (Kalshi) β†’ $75B valuation Kalshiβ†’Polymarket (fallback) ~51%
8 others β€” β€” no market yet

Where it lives β€” on the impact page, not separate

It's woven directly into the existing two-axis dashboard rather than a standalone route, so it reads as part of "the field" story. (I can still split it into a separate /signals page if you prefer.)

Screenshots

On the cards (Polymarket %, gap state):
grid

Best-match platform selection (Kalshi vs Polymarket):
platforms

Detail modal β€” best-match + liquidity fallback, with caveat:
modal

Caveats: reads are proxies, not exact restatements; Kalshi live prices may be null depending on liquidity (the fallback handles that); nothing here endorses gambling.

Integrated into the /impact dashboard (stacked on PR daviddao#29, not amending it):
- src/lib/market-signals.ts β€” maps each inflection point to its closest
  market, choosing Polymarket vs Kalshi per match quality, with a liquidity
  fallback. Public Gamma + Kalshi APIs, hourly ISR.
- ImpactDashboard: crowd read on the FIELD axis (card + modal), platform
  badge, fallback tag, gap state; never conflated with PL contribution.
- impact/page.tsx: resolveAllSignals() alongside existing live outputs.

For discussion only.
Lukas Bresser and others added 2 commits July 6, 2026 15:19
Per review: the crowd read now sits inside the modal's full-width Live
signal bar (alongside PL-backed live outputs) instead of under
'Impact β€” the cascade' in the field column. Gap points show a separate
crowd-forecast note. Field-vs-contribution caveat preserved.
Thread per-market USD volume through MarketSignal (Polymarket volumeNum;
Kalshi dollar_volume, falling back to contract count) and render a compact
'$15k at stake' chip next to the crowd probability in the modal's Live
signal band.
@lksbrssr
lksbrssr merged commit 4913cdd into lukas/impact-dashboard Jul 6, 2026
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