
Bitcoin Up or Down - November 4, 4PM ET
4 of 7 top Polymarket traders hold Up (57%) · Up at 100¢ · $5K held · ended Nov 4
⚖️
Neutral
Up
7
Up 57%
1 arb excluded
$5.2K
$20.56
72.6¢ → 100¢
+38% since entry · 4 traders
Research grade
NeutralUp at 100%
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
4 of 7 top traders (57%)1 arbitrage trader dimmed3 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0xb55fa1296E6ec55D0cE53d93B9237389f11764d4-1777575277609ARB<$100 | Upavg 68¢ | $2.3K | $2.1K | -$159.99 | 67% 101418-49729 (151147) |
| └ Up leg | Upavg 68¢ | $1.5K | $1.7K | +$203.62 | |
| └ Down leg | Downavg 41.2¢ | $801.67 | $438.06 | -$363.61 | |
![]() Polkadot-Frog | Upavg 61.3¢ | $1.1K | $1.2K | +$157.77 | 63% 60080-34581 (94661) |
AL almach | Upavg 94¢ | $820.37 | $710.96 | -$109.41 | 55% 49754-41295 (91049) |
BO bosona | Upavg 71¢ | $606.23 | $642.73 | +$36.5 | 55% 51208-41558 (92766) |
MO mo-money | Upavg 71.5¢ | $474.36 | $420.98 | -$53.38 | 55% 51846-42287 (94133) |
PB PBot-6CTR | Downavg 46.2¢ | $101.53 | $109.9 | +$8.37 | 58% 51767-37809 (89576) |
PL ply-pm2CTR<$100 | Downavg 30.1¢ | $36.58 | $16.49 | -$20.09 | 51% 9628-9201 (18829) |
![]() cryingbabydicer87CTR<$100 | Downavg 14.5¢ | $1.45 | $2.25 | +$0.8 | 48% 9817-10738 (20555) |
Invested
$2,263.13
Value
$2.1K
PnL
-$159.99
Record
67%
101418-49729 (151147)
Both legs:
Polkadot-FrogInvested
$1,057.36
Value
$1.2K
PnL
+$157.77
Record
63%
60080-34581 (94661)
Invested
$820.37
Value
$710.96
PnL
-$109.41
Record
55%
49754-41295 (91049)
Invested
$606.23
Value
$642.73
PnL
+$36.5
Record
55%
51208-41558 (92766)
Invested
$474.36
Value
$420.98
PnL
-$53.38
Record
55%
51846-42287 (94133)
Invested
$101.53
Value
$109.9
PnL
+$8.37
Record
58%
51767-37809 (89576)
Invested
$36.58
Value
$16.49
PnL
-$20.09
Record
51%
9628-9201 (18829)
cryingbabydicer87CTR<$100Invested
$1.45
Value
$2.25
PnL
+$0.8
Record
48%
9817-10738 (20555)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
100.0¢ price + 1.0¢ spread + 0.0¢ 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
ARBArbitrage — excluded

Polkadot-Frog
Up — $1.2K
almach
Up — $710.96
bosona
Up — $642.73
mo-money
Up — $420.98
PBot-6
CTRDown — $109.9
ply-pm2
CTRDown — $16.49

cryingbabydicer87
CTRDown — $2.25