
Bitcoin Up or Down - November 12, 4PM ET
5 of 13 top Polymarket traders hold Up (38%) · Up at 96¢ · $4K held · ends Nov 12
⚖️
Neutral
Up
13
Up 38%
2 arb excluded
$3.6K
-$429.12
77.7¢ → 96¢
+23% since entry · 5 traders
Research grade
NeutralUp at 96%
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 %).
- Side priced over 95¢Full year, out of sample: 0.90–0.95 −0.2 % a trade (n 12,989, 95 % CI −0.6 to +0.3); above 95¢ little is left to win and the tests stop at 0.95.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
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
5 of 13 top traders (38%)2 arbitrage traders dimmed8 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
5 traders
Top 2 hold 80%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
42% of non-arb traders are on Up. Concentration is driven by the top two positions owning 80% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0xb55fa1296E6ec55D0cE53d93B9237389f11764d4-1777575277609 | Upavg 73.7¢ | $1.9K | $1.8K | -$97.99 | 50% 1977-1974 (3951) |
QU QuantumPebble673ARB<$100 | Downavg 50¢ | $500 | $430 | -$70 | — |
| └ Up leg | Upavg 50¢ | $250 | $340 | +$90 | |
| └ Down leg | Downavg 50¢ | $250 | $90 | -$160 | |
BY ByteBadger92ARB<$100 | Downavg 50¢ | $500 | $430 | -$70 | 56% 2466-1957 (4423) |
| └ Up leg | Upavg 50¢ | $250 | $340 | +$90 | |
| └ Down leg | Downavg 50¢ | $250 | $90 | -$160 | |
PE peepeepoopoo24 | Upavg 91.8¢ | $547.73 | $386.48 | -$161.25 | 48% 661-703 (1364) |
![]() Polkadot-Frog | Upavg 66.7¢ | $349.52 | $161.64 | +$42.09 | 52% 1456-1332 (2788) |
RA rabadabadoo | Upavg 98¢ | $825.47 | $154.87 | -$57.87 | 46% 985-1137 (2122) |
0X 0x502b532F55778c0985846Dc53a9bc71eB4F33b15-1761320484518CTR | Downavg 45.4¢ | $279.64 | $110.99 | -$168.65 | 48% 1242-1341 (2583) |
FI fiankeeCTR | Downavg 50¢ | $165.93 | $59.73 | -$106.2 | 50% 13-13 (26) |
AA aaa221<$100 | Upavg 84.9¢ | $58.28 | $51.82 | -$6.46 | 60% 2531-1695 (4226) |
AN Anon455CTR<$100 | Downavg 44.6¢ | $50.18 | $20.27 | -$29.91 | 49% 300-308 (608) |
0X 0xe3EeB127d5763a6E4aD597f773F9d259C94d5176-1780742904507CTR | Downavg 3.3¢ | $286.56 | $19.81 | +$187.91 | — 7-6 (13) |
PB PBot-6CTR<$100 | Downavg 42¢ | $23.08 | $12.92 | -$10.16 | 50% 481-481 (962) |
HS HsilverbasherCTR<$100 | Downavg 25.9¢ | $14.81 | $10.3 | -$4.51 | 52% 245-230 (475) |
![]() cryingbabydicer87CTR<$100 | Downavg 43.6¢ | $15.25 | $6.3 | -$8.95 | 47% 975-1099 (2074) |
PL ply-pm2CTR<$100 | Downavg 41.7¢ | $12.62 | $5.45 | -$7.17 | 54% 1677-1430 (3107) |
Invested
$1,854.34
Value
$1.8K
PnL
-$97.99
Record
50%
1977-1974 (3951)
Invested
$500
Value
$430
PnL
-$70
Record
—
Both legs:
Invested
$500
Value
$430
PnL
-$70
Record
56%
2466-1957 (4423)
Both legs:
Invested
$547.73
Value
$386.48
PnL
-$161.25
Record
48%
661-703 (1364)
Polkadot-FrogInvested
$349.52
Value
$161.64
PnL
+$42.09
Record
52%
1456-1332 (2788)
Invested
$825.47
Value
$154.87
PnL
-$57.87
Record
46%
985-1137 (2122)
Invested
$279.64
Value
$110.99
PnL
-$168.65
Record
48%
1242-1341 (2583)
Invested
$165.93
Value
$59.73
PnL
-$106.2
Record
50%
13-13 (26)
Invested
$58.28
Value
$51.82
PnL
-$6.46
Record
60%
2531-1695 (4226)
Invested
$50.18
Value
$20.27
PnL
-$29.91
Record
49%
300-308 (608)
Invested
$286.56
Value
$19.81
PnL
+$187.91
Record
—
7-6 (13)
Invested
$23.08
Value
$12.92
PnL
-$10.16
Record
50%
481-481 (962)
Invested
$14.81
Value
$10.3
PnL
-$4.51
Record
52%
245-230 (475)
cryingbabydicer87CTR<$100Invested
$15.25
Value
$6.3
PnL
-$8.95
Record
47%
975-1099 (2074)
Invested
$12.62
Value
$5.45
PnL
-$7.17
Record
54%
1677-1430 (3107)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
96.0¢ price + 1.0¢ spread + 0.2¢ fee (Crypto 7%). Win more often than this and the bet pays.
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
Traders in this Market
0xb55fa1296E6ec55D0cE53d93B9237389f11764d4-1777575277609
Up — $1.8K
QuantumPebble673
ARBArbitrage — excluded
ByteBadger92
ARBArbitrage — excluded
peepeepoopoo24
Up — $386.48

Polkadot-Frog
Up — $161.64
rabadabadoo
Up — $154.87
0x502b532F55778c0985846Dc53a9bc71eB4F33b15-1761320484518
CTRDown — $110.99
fiankee
CTRDown — $59.73
aaa221
Up — $51.82
Anon455
CTRDown — $20.27