
Bitcoin Up or Down - November 12, 5:45AM-5:50AM ET
38 of 56 top Polymarket traders hold Down (68%) · Down at 100¢ · $24K held · ended Nov 12
⚖️
Neutral
Down
56
Down 68%
3 arb excluded
$24.1K
$317.1
68.5¢ → 100¢
+46% since entry · 38 traders
Research grade
NeutralDown 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.
- Quality net +3 or moreNot confirmed. Oct 22 backtest: net +3 when the consensus formed made +7.2 % a trade (n 358), with 5 events giving two thirds of it. Full year, out of sample, the closest rule (3+ proven winners, two thirds on the side) lost −1.9 % a trade (n 49,161, 95 % CI −2.6 to −1.1).
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
38 of 56 top traders (68%)3 arbitrage traders dimmed18 hold an outcome priced under 50%27 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x18C18e0c8c3154360B4F730eC8B9D8013Ceb2183-1766020654989 | Downavg 50¢ | $8.8K | $8.2K | +$84.71 | 55% 101-83 (184) |
MA machine-earningCTR | Upavg 50¢ | $4.0K | $3.5K | -$28.21 | 45% 408-493 (901) |
TH THG. | Downavg 99¢ | $3.5K | $3.5K | +$33.25 | 99% 485-3 (488) |
09 0x0970...e369ARB<$100 | Upavg 50¢ | $550 | $543.69 | +$0.54 | — |
| └ Down leg | Downavg 50¢ | $271.56 | $377.46 | +$107.36 | |
| └ Up leg | Upavg 50¢ | $272.5 | $166.23 | -$106.83 | |
BY ByteBadger92CTR | Upavg 50¢ | $500 | $500 | +$0 | 56% 2341-1812 (4153) |
QU QuantumPebble673CTR | Upavg 50¢ | $500 | $500 | +$0 | — |
MO mo-money | Downavg 97¢ | $490 | $500 | +$10 | 46% 731-854 (1585) |
DA dangerously-skip-permissions | Downavg 71.7¢ | $449.79 | $451.29 | +$3.89 | 41% 402-577 (979) |
BO bosona | Downavg 97¢ | $438.29 | $445.62 | +$7.32 | 50% 3956-3972 (7928) |
KA Kathod-Shi-14 | Downavg 69¢ | $305.38 | $442.26 | +$136.89 | 55% 1208-984 (2192) |
BO Bonereaper | Downavg 53.6¢ | $350.64 | $425.66 | +$88.42 | 60% 593-402 (995) |
BL blue.birds | Downavg 77.7¢ | $329.82 | $374.15 | +$44.33 | 52% 3955-3700 (7655) |
0X 0x502b532F55778c0985846Dc53a9bc71eB4F33b15-1761320484518CTR | Upavg 49¢ | $395.04 | $366.1 | -$28.93 | 48% 1079-1166 (2245) |
0X 0xf9b7876ba2c35370e0bedb7f8ee772da722aa37c | Downavg 66.9¢ | $235.39 | $317.82 | +$82.43 | 59% 560-382 (942) |
SU suntori | Downavg 96.1¢ | $296.76 | $296.47 | +$11.73 | 47% 1493-1672 (3165) |
SP spartacray | Downavg 75.1¢ | $254.09 | $293.92 | +$39.83 | 58% 540-391 (931) |
0X 0x568b079891fcc8bef2e557fa2a8a7ecca1700b3b | Downavg 75.8¢ | $278.03 | $292.75 | +$67.64 | 60% 550-368 (918) |
EZ EZTRADENL2 | Downavg 93¢ | $221.75 | $227.76 | +$6.01 | 49% 461-475 (936) |
![]() machinelearned | Downavg 81¢ | $180.7 | $208.64 | +$27.94 | 42% 643-890 (1533) |
AS asdaefef | Downavg 63.1¢ | $195.78 | $203.48 | +$13.78 | 67% 2047-1024 (3071) |
ST stepahead | Downavg 58.5¢ | $198.15 | $198.08 | -$0.07 | 54% 3852-3222 (7074) |
0X 0x280E296e5f14091642208Ac24614826D9902fbd8-1780260958670 | Downavg 73.2¢ | $203.89 | $190.64 | -$13.24 | 44% 391-490 (881) |
0X 0xb543fd77aeadc8f2a153187664c0b38dcd505d5e | Downavg 75¢ | $182.07 | $189.62 | +$7.55 | 56% 517-403 (920) |
RA rabadabadoo | Downavg 63.1¢ | $172.63 | $170.42 | -$2.21 | 47% 868-975 (1843) |
LI Little-bigARB<$100 | Downavg 50.6¢ | $150 | $135 | -$15 | 53% 582-524 (1106) |
| └ Down leg | Downavg 50.6¢ | $126.5 | $106.25 | -$20.25 | |
| └ Up leg | Upavg 47¢ | $23.5 | $28.75 | +$5.25 |
Invested
$8,771
Value
$8.2K
PnL
+$84.71
Record
55%
101-83 (184)
Invested
$4,000
Value
$3.5K
PnL
-$28.21
Record
45%
408-493 (901)
Invested
$3,465
Value
$3.5K
PnL
+$33.25
Record
99%
485-3 (488)
Invested
$550
Value
$543.69
PnL
+$0.54
Record
—
Both legs:
Invested
$500
Value
$500
PnL
+$0
Record
56%
2341-1812 (4153)
Invested
$500
Value
$500
PnL
+$0
Record
—
Invested
$490
Value
$500
PnL
+$10
Record
46%
731-854 (1585)
Invested
$449.79
Value
$451.29
PnL
+$3.89
Record
41%
402-577 (979)
Invested
$438.29
Value
$445.62
PnL
+$7.32
Record
50%
3956-3972 (7928)
Invested
$305.38
Value
$442.26
PnL
+$136.89
Record
55%
1208-984 (2192)
Invested
$350.64
Value
$425.66
PnL
+$88.42
Record
60%
593-402 (995)
Invested
$329.82
Value
$374.15
PnL
+$44.33
Record
52%
3955-3700 (7655)
Invested
$395.04
Value
$366.1
PnL
-$28.93
Record
48%
1079-1166 (2245)
Invested
$235.39
Value
$317.82
PnL
+$82.43
Record
59%
560-382 (942)
Invested
$296.76
Value
$296.47
PnL
+$11.73
Record
47%
1493-1672 (3165)
Invested
$254.09
Value
$293.92
PnL
+$39.83
Record
58%
540-391 (931)
Invested
$278.03
Value
$292.75
PnL
+$67.64
Record
60%
550-368 (918)
Invested
$221.75
Value
$227.76
PnL
+$6.01
Record
49%
461-475 (936)
machinelearnedInvested
$180.7
Value
$208.64
PnL
+$27.94
Record
42%
643-890 (1533)
Invested
$195.78
Value
$203.48
PnL
+$13.78
Record
67%
2047-1024 (3071)
Invested
$198.15
Value
$198.08
PnL
-$0.07
Record
54%
3852-3222 (7074)
Invested
$203.89
Value
$190.64
PnL
-$13.24
Record
44%
391-490 (881)
Invested
$182.07
Value
$189.62
PnL
+$7.55
Record
56%
517-403 (920)
Invested
$172.63
Value
$170.42
PnL
-$2.21
Record
47%
868-975 (1843)
Invested
$150
Value
$135
PnL
-$15
Record
53%
582-524 (1106)
Both legs:
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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
0x18C18e0c8c3154360B4F730eC8B9D8013Ceb2183-1766020654989
Down — $8.2K
machine-earning
CTRUp — $3.5K
THG.
Down — $3.5K
0x0970...e369
ARBArbitrage — excluded
ByteBadger92
CTRUp — $500
QuantumPebble673
CTRUp — $500
mo-money
Down — $500
dangerously-skip-permissions
Down — $451.29
bosona
Down — $445.62
Kathod-Shi-14
Down — $442.26