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世界杯比赛零延迟致做市商巨亏集体呼吁恢复延迟

2026-06-14 · Polymarket · 54 条相关讨论

alfa_404 2026-06-14 19:13:39

hello guys this is a message for market makers, do you guys prefer no delay on world cup matches? or 1s delay is better for you (for us its better to have a bit of delay due to risk of latency spikes and courtsiders)

hello guys this is a message for market makers, do you guys prefer no delay on world cup matches? or 1s delay is better for you (for us its better to have a bit of delay due to risk of latency spikes and courtsiders)

alfa_404 2026-06-14 19:15:06

its being a long discussion with polymarket team and they have decided finally no delay

its being a long discussion with polymarket team and they have decided finally no delay

alfa_404 2026-06-14 19:15:57

we are suffering losses market making with no delay due to latency spikes some times

we are suffering losses market making with no delay due to latency spikes some times

alfa_404 2026-06-14 19:16:36

I guess no delay incentives taker bots = more taker orders = more taker fees = more revenue for polymarket

I guess no delay incentives taker bots = more taker orders = more taker fees = more revenue for polymarket

alfa_404 2026-06-14 19:17:12

but as danzu says, this change benefits only takers and harms market makers, so how this change would increase liquidity? we dont understand

but as danzu says, this change benefits only takers and harms market makers, so how this change would increase liquidity? we dont understand

alfa_404 2026-06-14 19:17:58

but we ourselves have turned off in wc market making (1M shares daily maker volume we sell)

but we ourselves have turned off in wc market making (1M shares daily maker volume we sell)

alfa_404 2026-06-14 19:18:41

and I guess this is not good for taker bots, as no delay is good itself but if they have less liquidity they are going to match lower quantities and less competitive prices

and I guess this is not good for taker bots, as no delay is good itself but if they have less liquidity they are going to match lower quantities and less competitive prices

alfa_404 2026-06-14 19:19:28

we market make on corners and wc props and since this change we have seen a huge decrease in this props liquidity and a sustancial increase in the bid/ask spread (only during the live event) since this change

we market make on corners and wc props and since this change we have seen a huge decrease in this props liquidity and a sustancial increase in the bid/ask spread (only during the live event) since this change

alfa_404 2026-06-14 19:20:04

Just wanted to know your oppinion on this guys

Just wanted to know your oppinion on this guys

alfa_404 2026-06-14 19:29:38

they create value in the short term for them as taker fees revenue and destroy little by little makers

they create value in the short term for them as taker fees revenue and destroy little by little makers

alfa_404 2026-06-14 19:30:12

before the match start is very useful to have no delay, is okay, high liquidity even with no delay (no adverse risk, no latency dependent no info)

before the match start is very useful to have no delay, is okay, high liquidity even with no delay (no adverse risk, no latency dependent no info)

alfa_404 2026-06-14 19:30:29

but with live match this should have at least the basic 250ms delay, 0s delay is crazy for us

but with live match this should have at least the basic 250ms delay, 0s delay is crazy for us

alfa_404 2026-06-14 19:30:43

I don´t know how we can appeal this decission, I guess we just can´t

I don´t know how we can appeal this decission, I guess we just can´t

alfa_404 2026-06-14 19:31:26

we also market making on cricket and esports with no delay and its ultra confortable for us, algorithm just works fine. MLB totals / RFIN / spreads with no delay is again, a f**king mess

we also market making on cricket and esports with no delay and its ultra confortable for us, algorithm just works fine. MLB totals / RFIN / spreads with no delay is again, a f**king mess

alfa_404 2026-06-14 19:35:12

we can market make with higher spreads, but thats awful user experience and for taker bots there is no sense paying that extra spread just in exchange of 1 second

we can market make with higher spreads, but thats awful user experience and for taker bots there is no sense paying that extra spread just in exchange of 1 second

alfa_404 2026-06-14 19:35:30

its a non-sense tradeoff for bots (the bast majority of taker orders are bots)

its a non-sense tradeoff for bots (the bast majority of taker orders are bots)

The Dude 2026-06-14 19:36:26

Completely agree. Moreover, it's what distinguish them from Kalshi in terms of market making. Kalshi has no delay, higher rebates cuz of higher fees, and better infra. So why would a maker stay on PM if they remove delays?

Completely agree. Moreover, it's what distinguish them from Kalshi in terms of market making. Kalshi has no delay, higher rebates cuz of higher fees, and better infra. So why would a maker stay on PM if they remove delays?

The Dude 2026-06-14 19:37:16

Also, Mustafa's analysis is quite biased I think, as he compares liquidity during NBA conference playoffs and liquidity during NBA finals, which of course is gonna see more volume

Also, Mustafa's analysis is quite biased I think, as he compares liquidity during NBA conference playoffs and liquidity during NBA finals, which of course is gonna see more volume

The Dude 2026-06-14 19:38:48

Like I dont think from a random user PoV it's harmful to have a delay, having a website that does not load 50 GBs of data per second and makes every computer crash is much better

Like I dont think from a random user PoV it's harmful to have a delay, having a website that does not load 50 GBs of data per second and makes every computer crash is much better

alfa_404 2026-06-14 19:41:10

they must be just testing, I cannot understand if they mantain this decission

they must be just testing, I cannot understand if they mantain this decission