
Ethereum Up or Down - November 12, 12PM ET
6 of 11 top Polymarket traders hold Up (55%) · Up at 100¢ · $2K held · ends Nov 12
⚖️
Neutral
Up
11
Up 55%
1 arb excluded
$2.4K
$101.06
70¢ → 99.8¢
+43% since entry · 6 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
6 of 11 top traders (55%)1 arbitrage trader dimmed5 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 87%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
56% of non-arb traders are on Up. Concentration is driven by the top two positions owning 87% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0xb55fa1296E6ec55D0cE53d93B9237389f11764d4-1777575277609 | Upavg 77.8¢ | $754.46 | $851.4 | +$96.94 | 50% 1859-1828 (3687) |
BY ByteBadger92 | Upavg 51.5¢ | $520.25 | $496.74 | +$1.37 | 56% 2372-1839 (4211) |
QU QuantumPebble673ARB<$100 | Downavg 50¢ | $500 | $440 | -$60 | — |
| └ Up leg | Upavg 50¢ | $250 | $290 | +$40 | |
| └ Down leg | Downavg 50¢ | $250 | $150 | -$100 | |
38 38791873984189CTR | Downavg 47.9¢ | $230.49 | $189.38 | -$25.11 | 48% 2223-2408 (4631) |
PE peepeepoopoo24 | Upavg 82.7¢ | $171.67 | $185.61 | +$13.94 | 49% 640-663 (1303) |
![]() Polkadot-Frog | Upavg 72.4¢ | $140.37 | $118.83 | +$16.17 | 53% 1399-1261 (2660) |
PB PBot-6CTR<$100 | Downavg 47¢ | $47 | $42 | -$5 | 50% 450-448 (898) |
EA Eager47259<$100 | Upavg 52¢ | $12.09 | $23.15 | +$11.06 | 47% 107-120 (227) |
AA aaa221<$100 | Upavg 80¢ | $11.5 | $11.42 | -$0.09 | 60% 2431-1634 (4065) |
0X 0x424eb20Fcd25113e3b98f42522A54580350b263b-1774330621025CTR<$100 | Downavg 51¢ | $10.71 | $6.3 | -$4.41 | 47% 1347-1530 (2877) |
0X 0xe3EeB127d5763a6E4aD597f773F9d259C94d5176-1780742904507CTR<$100 | Downavg 3.1¢ | $14.79 | $5.69 | +$1.34 | — 2-1 (3) |
PL ply-pm2CTR<$100 | Downavg 38.7¢ | $10.5 | $5.35 | -$5.15 | 54% 1603-1367 (2970) |
Invested
$754.46
Value
$851.4
PnL
+$96.94
Record
50%
1859-1828 (3687)
Invested
$520.25
Value
$496.74
PnL
+$1.37
Record
56%
2372-1839 (4211)
Invested
$500
Value
$440
PnL
-$60
Record
—
Both legs:
Invested
$230.49
Value
$189.38
PnL
-$25.11
Record
48%
2223-2408 (4631)
Invested
$171.67
Value
$185.61
PnL
+$13.94
Record
49%
640-663 (1303)
Polkadot-FrogInvested
$140.37
Value
$118.83
PnL
+$16.17
Record
53%
1399-1261 (2660)
Invested
$47
Value
$42
PnL
-$5
Record
50%
450-448 (898)
Invested
$12.09
Value
$23.15
PnL
+$11.06
Record
47%
107-120 (227)
Invested
$11.5
Value
$11.42
PnL
-$0.09
Record
60%
2431-1634 (4065)
Invested
$10.71
Value
$6.3
PnL
-$4.41
Record
47%
1347-1530 (2877)
Invested
$14.79
Value
$5.69
PnL
+$1.34
Record
—
2-1 (3)
Invested
$10.5
Value
$5.35
PnL
-$5.15
Record
54%
1603-1367 (2970)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
99.8¢ 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
Up — $851.4
ByteBadger92
Up — $496.74
QuantumPebble673
ARBArbitrage — excluded
38791873984189
CTRDown — $189.38
peepeepoopoo24
Up — $185.61

Polkadot-Frog
Up — $118.83
PBot-6
CTRDown — $42
Eager47259
Up — $23.15
aaa221
Up — $11.42
0x424eb20Fcd25113e3b98f42522A54580350b263b-1774330621025
CTRDown — $6.3