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PolyConsensus
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Bitcoin Up or Down - November 12, 10AM ET

11 of 12 top Polymarket traders hold Down (92%) · Down at 81¢ · $14K held · ends Nov 12

Up20¢Down80¢Ends Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Down

Consensus Traders

12

Down 92%

8 arb excluded

Total Value

$13.8K

Combined PnL

$1.3K

Smart Money Entry

55.7¢ → 80.5¢

+44% since entry · 11 traders

Research grade

NeutralDown at 81%

No measured edge, which here means a loss: the plain consensus (5+ holders, 60 %+, held to resolution) lost −3.0 % a trade after costs out of sample in the full-year test (n 86,296, 95 % CI −3.6 to −2.4 %).

  • Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.

The rules come from our Oct 22 2026 backtest (one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees). Our full-year test without hindsight (Oct 26 2026) found none of them profitable out of sample, and the plain consensus lost −3.0 % a trade. The grade describes the market; it is not a forecast, not an edge and not advice.

Smart Money Signal

Down

11 of 12 top traders (92%)8 arbitrage traders dimmed1 holds an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Up20%
Down81%

Smart Money Breakdown by Outcome

Down11 traders
Total Value$5.9K
Total Shares6,615
Combined PnL+$1.6K
Up1 trader
Total Value$601.11
Total Shares2,357
Combined PnL-$325.01
Down — 92%Up — 8%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

18 traders

Top 2 hold 41%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBroad

90% of non-arb traders are on Down. Concentration is driven by the top two positions owning 41% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrDown 78% · 9
Aligned
Top 1000Down 90% · 20
Aligned
0X
0xb55fa1296E6ec55D0cE53d93B9237389f11764d4-1777575277609ARB<$100
Down

Invested

$2,197.31

Value

$3.0K

PnL

+$797.68

Record

51%

1806-1756 (3562)

Both legs:

Down$1,582.355.6¢+$595.72
Up$590.3517.6¢+$201.96
Polkadot-Frog
Down

Invested

$2,025.87

Value

$2.8K

PnL

+$971.6

Record

53%

1367-1231 (2598)

PE
peepeepoopoo24ARB<$100
Down

Invested

$985.7

Value

$1.1K

PnL

+$131.97

Record

49%

624-641 (1265)

Both legs:

Down$704.5565.5¢+$118.66
Up$281.1422.4¢+$13.3
MO
mo-moneyARB<$100
Down

Invested

$918.25

Value

$882.48

PnL

+$403.23

Record

48%

822-890 (1712)

Both legs:

Down$442.6355.2¢+$226.45
Up$165.2511.8¢+$176.78
BO
bosonaARB<$100
Down

Invested

$891.42

Value

$812.33

PnL

+$350.68

Record

50%

4052-4009 (8061)

Both legs:

Down$422.4557.8¢+$174.85
Up$153.8911.6¢+$175.83
38
38791873984189
Down

Invested

$471.44

Value

$779.63

PnL

+$308.18

Record

48%

2191-2368 (4559)

PB
PBot-6
Down

Invested

$428.66

Value

$765.68

PnL

+$337.02

Record

50%

437-429 (866)

AL
almachARB<$100
Down

Invested

$738.1

Value

$743.42

PnL

+$321.79

Record

48%

818-877 (1695)

Both legs:

Down$368.6655.7¢+$185.63
Up$146.7811.6¢+$136.17
SU
suntoriCTR
Up

Invested

$926.12

Value

$601.11

PnL

-$325.01

Record

47%

1583-1774 (3357)

QU
QuantumPebble673
Down

Invested

$500

Value

$470

PnL

-$30

Record

—

BY
ByteBadger92
Down

Invested

$500

Value

$470

PnL

-$30

Record

56%

2370-1839 (4209)

HS
HsilverbasherARB<$100
Down

Invested

$323.06

Value

$319.15

PnL

-$3.91

Record

51%

232-221 (453)

Both legs:

Down$189.8462.2¢+$48.17
Up$133.2236.1¢-$52.08
RA
rabadabadooARB<$100
Down

Invested

$2,434.74

Value

$281.68

PnL

+$49.06

Record

47%

926-1058 (1984)

Both legs:

Down$202.1782.9¢-$291.61
Up$30.637.6¢+$340.67
AN
Anon455
Down

Invested

$221.88

Value

$275.56

PnL

+$53.68

Record

49%

291-303 (594)

0X
0xe3EeB127d5763a6E4aD597f773F9d259C94d5176-1780742904507
Down

Invested

$230.34

Value

$232.43

PnL

+$2.1

Record

—

DE
devonpollARB<$100
Up

Invested

$183.44

Value

$172.97

PnL

+$4.67

Record

53%

312-279 (591)

Both legs:

Down$82.550¢+$45.22
Up$9045.9¢-$40.56
AA
aaa221
Down

Invested

$159.79

Value

$54.94

PnL

+$8.09

Record

60%

2389-1604 (3993)

0X
0x424eb20Fcd25113e3b98f42522A54580350b263b-1774330621025<$100
Down

Invested

$9.9

Value

$17.16

PnL

+$7.26

Record

47%

1321-1484 (2805)

cryingbabydicer87<$100
Down

Invested

$8.4

Value

$15.55

PnL

+$7.15

Record

47%

912-1024 (1936)

PL
ply-pm2<$100
Down

Invested

$51.1

Value

$10.49

PnL

+$5.58

Record

54%

1563-1340 (2903)

Chat

EV Calculator

Consensus % is how many tracked traders hold a side, not a win probability.

Break-even chance82.6%

80.5¢ price + 1.0¢ spread + 1.1¢ fee (Crypto 7%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$21.13
Max Loss
-$100.00
Shares
121.1

A market order pays the taker fee and crosses the spread (assumed 1.0¢); a limit order pays no fee but may not fill. The fee category is a guess from the title.

Market Info

Condition ID
0xb2c8aed2...f57f30
Slug
bitcoin-up-or-down-november-12-2026-10am-et
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