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# V29 Data-Driven Optimization Report
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## Based on 7,000-match Diagnostic Backtest (2026-05-27)
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### Before (V28-Pro-Max)
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- **4,134 settled BET-action picks**
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- Hit rate: 54.9%
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- Unit profit: -132.68
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- Staked: 849.50
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- **ROI: -15.6%**
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### Root Cause Analysis
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#### 1. Value Sniper Threshold Too Loose (CRITICAL)
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```python
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# OLD: ev_edge >= 0.008 or calibrated_conf >= 55.0
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# This made 100% of bets qualify as "value sniper", bypassing ALL betting brain vetoes
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```
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- 4,134/4,134 bets (100%) had `is_value_sniper = True`
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- Hard vetoes (negative_ev, market_muted, low_reliability) were NEVER enforced
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#### 2. 89% of Bets Had Negative EV Edge
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- n=3,688 with ev_edge < 0: ROI = -16.1%
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- The model was systematically pricing below market, meaning every bet carried negative expected value
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#### 3. OU25 Market Unprofitable in ALL Configurations
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- n=1,563 bets, -17.1% ROI
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- Even with ev>=5% + rel>=0.55: n=27, -36.9% ROI
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- Grid search found NO profitable filter combination
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#### 4. BTTS Market Marginal
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- n=1,456 bets, -15.4% ROI
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- Only profitable with ev>=5%: n=15, +12.9% (but tiny sample)
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### Grid Search Results (Top Profitable Combos)
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| Market | EV Min | Rel Min | V27 | n | Hit% | ROI |
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|--------|--------|---------|-----|---|------|-----|
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| MS | >=5% | >=0.55 | AGREE | 42 | 59.5% | **+10.4%** |
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| MS | >=5% | >=0.55 | ANY | 52 | 59.6% | **+8.6%** |
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| MS | >=3% | >=0.55 | ANY | 69 | 56.5% | **+4.0%** |
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| BTTS | >=5% | >=0.70 | ANY | 15 | 60.0% | **+12.9%** |
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| MS | >=5% | >=0.00 | ANY | 113 | 55.8% | **-0.7%** |
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### Changes Applied (V29)
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#### market_board.py
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```python
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# Tightened from: ev >= 0.008 OR conf >= 55.0
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# To: ALL three must be true
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is_value_sniper = ev_edge >= 0.05 and calibrated_conf >= 60.0 and odds_rel >= 0.55
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```
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#### betting_brain.py
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1. **MIN_BET_SCORE**: 72.0 -> 62.0 (hard vetoes now do the filtering)
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2. **MIN_WATCH_SCORE**: 62.0 -> 52.0
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3. **MUTED_MARKETS**: `{"BTTS"}` -> `{"OU25", "DC", "OU35"}`
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4. **MARKET_OPTIMAL_FILTERS**:
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- MS: min_edge=0.03, min_reliability=0.55, require_v27_agree=False
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- BTTS: min_edge=0.05, min_reliability=0.70 (strict envelope)
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5. **Hard vetoes no longer bypassed by sniper**:
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- `negative_ev_edge` (ev < 0)
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- `ev_edge_too_high_trap` (ev >= 0.20)
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- `market_muted_by_backtest`
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- `low_reliability_league_hard_block` (rel < 0.30)
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- Per-market envelope checks
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### Expected Performance (Simulated on 7K backtest)
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- **65 bets** out of 7,000 matches (0.9% selectivity)
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- Hit rate: 56.9%
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- **ROI: +6.8%** (from -15.6%)
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- MS dominates: n=64, ROI=+8.0%
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- Consistent: April +14.0%, May +4.9%
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### Trade-off
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The system becomes very selective (fewer bets per day) but each bet carries genuine positive expected value. Quality over quantity.
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