
Will the price of Ethereum be above $2,400 on November 1?
2 of 4 top Polymarket traders hold No (50%) · No at 89¢ · $801 held · ends Nov 1
⚖️
Neutral
No
4
No 50%
1 arb excluded
$801.47
$27.13
75.3¢ → 89¢
+18% since entry · 2 traders
Research grade
NeutralNo at 89%
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 %).
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
- 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
2 of 4 top traders (50%)1 arbitrage trader dimmed2 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x06dc51826bc524d9a83770e7de9dd7e005b0452 | Noavg 74.2¢ | $424.89 | $469.85 | +$44.95 | 65% 2367-1271 (3638) |
0X 0xb6fef4c2c436ab8bbf07d017952e851dcf717394ARB<$100 | Noavg 85¢ | $278.75 | $250 | -$28.75 | 60% 1038-705 (1743) |
| └ No leg | Noavg 85¢ | $212.5 | $200 | -$12.5 | |
| └ Yes leg | Yesavg 26.5¢ | $66.25 | $50 | -$16.25 | |
TO Tokor<$100 | Noavg 83¢ | $74.63 | $73.73 | -$0.9 | 63% 758-438 (1196) |
GO gobblewobbleCTR<$100 | Yesavg 18.4¢ | $23.93 | $7.14 | -$16.78 | 59% 860-598 (1458) |
KI kingofcoinflipsCTR<$100 | Yesavg 23¢ | $0.89 | $0.76 | -$0.14 | 54% 386-329 (715) |
Invested
$424.89
Value
$469.85
PnL
+$44.95
Record
65%
2367-1271 (3638)
Invested
$278.75
Value
$250
PnL
-$28.75
Record
60%
1038-705 (1743)
Both legs:
Invested
$74.63
Value
$73.73
PnL
-$0.9
Record
63%
758-438 (1196)
Invested
$23.93
Value
$7.14
PnL
-$16.78
Record
59%
860-598 (1458)
Invested
$0.89
Value
$0.76
PnL
-$0.14
Record
54%
386-329 (715)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
89.0¢ price + 1.0¢ spread + 0.6¢ 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.