
Will Gemini Carbon be released on November 13, 2026?
4 of 8 top Polymarket traders hold No (50%) · No at 99¢ · $188 held · ends Nov 14
⚖️
Neutral
No
8
No 50%
$188.23
-$33.37
92.4¢ → 99.3¢
+7% since entry · 4 traders
Research grade
NeutralNo at 99%
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 8 top traders (50%)4 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Cooling
-7 pts consensus
Breadth
4 traders
Top 2 hold 85%
Freshness
Mature
34h old
Flip Quality
Choppy
3 consensus flips
50% of non-arb traders are on No. Concentration is driven by the top two positions owning 85% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() Istaroth | Noavg 91.9¢ | $133.47 | $102.17 | +$4.37 | 15% 430-2354 (2784) |
LI lissartter<$100 | Noavg 89.5¢ | $51.76 | $54.95 | +$3.19 | 42% 5384-7432 (12816) |
MI mildwindow27<$100 | Noavg 99.8¢ | $22.45 | $22.47 | +$0.02 | 47% 8092-9266 (17358) |
LU luciebot<$100 | Noavg 99.8¢ | $4.99 | $5 | +$0 | 30% 2124-4928 (7052) |
![]() balthazarCTR<$100 | Yesavg 7.1¢ | $5.57 | $2.18 | -$24.42 | 53% 28648-25583 (54231) |
XT xtxpleasecallmeCTR<$100 | Yesavg 4.2¢ | $15.87 | $0.74 | -$14.85 | 35% 17577-32882 (50459) |
![]() LornaPredictsCTR<$100 | Yesavg 0.6¢ | $2.25 | $0.73 | -$1.52 | 20% 2494-9935 (12429) |
WA WarriorHCTR<$100 | Yesavg 11.7¢ | $0.18 | $0 | -$0.17 | 17% 1066-5342 (6408) |
IstarothInvested
$133.47
Value
$102.17
PnL
+$4.37
Record
15%
430-2354 (2784)
Invested
$51.76
Value
$54.95
PnL
+$3.19
Record
42%
5384-7432 (12816)
Invested
$22.45
Value
$22.47
PnL
+$0.02
Record
47%
8092-9266 (17358)
Invested
$4.99
Value
$5
PnL
+$0
Record
30%
2124-4928 (7052)
balthazarCTR<$100Invested
$5.57
Value
$2.18
PnL
-$24.42
Record
53%
28648-25583 (54231)
Invested
$15.87
Value
$0.74
PnL
-$14.85
Record
35%
17577-32882 (50459)
LornaPredictsCTR<$100Invested
$2.25
Value
$0.73
PnL
-$1.52
Record
20%
2494-9935 (12429)
Invested
$0.18
Value
$0
PnL
-$0.17
Record
17%
1066-5342 (6408)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
99.3¢ price + 1.0¢ spread + 0.0¢ fee (Tech 4%). 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.