
Gemini Carbon released by November 15, 2026?
4 of 8 top Polymarket traders hold Yes (50%) · Yes at 77¢ · $3K held · ends Nov 15
⚖️
Neutral
Yes
8
Yes 50%
$3.1K
-$72.29
64.7¢ → 77¢
+19% since entry · 4 traders
Research grade
NeutralYes at 77%
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
4 of 8 top traders (50%)4 hold an outcome priced under 50%
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Cooling
-7 pts consensus
Breadth
4 traders
Top 2 hold 85%
Freshness
Late
102h old
Flip Quality
Clean
1 consensus flip
50% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 85% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
BR BrownBees | Yesavg 65.7¢ | $1.4K | $1.5K | +$161.52 | 61% 67-43 (110) |
BO borntoolate.eth | Yesavg 66.9¢ | $451.92 | $506.72 | +$75.08 | 75% 315-103 (418) |
![]() eCashCTR | Noavg 42.3¢ | $405.6 | $220.8 | -$151.2 | 68% 331-155 (486) |
SN SnapElectionAvoiderCTR | Noavg 43¢ | $392.04 | $209.87 | -$150.24 | 53% 1174-1056 (2230) |
ME melonmanm | Yesavg 57.9¢ | $160.77 | $208.13 | +$55.68 | 65% 527-282 (809) |
![]() IstarothCTR | Noavg 35.1¢ | $378.11 | $186.4 | -$117.96 | 18% 365-1640 (2005) |
XT xtxpleasecallme | Yesavg 56.7¢ | $113.49 | $143.55 | +$30.06 | 36% 16072-28083 (44155) |
![]() Contentious-DinnerdateCTR | Noavg 18¢ | $89.19 | $113.97 | +$24.78 | 50% 415-417 (832) |
Invested
$1,355.44
Value
$1.5K
PnL
+$161.52
Record
61%
67-43 (110)
Invested
$451.92
Value
$506.72
PnL
+$75.08
Record
75%
315-103 (418)
eCashCTRInvested
$405.6
Value
$220.8
PnL
-$151.2
Record
68%
331-155 (486)
Invested
$392.04
Value
$209.87
PnL
-$150.24
Record
53%
1174-1056 (2230)
Invested
$160.77
Value
$208.13
PnL
+$55.68
Record
65%
527-282 (809)
IstarothCTRInvested
$378.11
Value
$186.4
PnL
-$117.96
Record
18%
365-1640 (2005)
Invested
$113.49
Value
$143.55
PnL
+$30.06
Record
36%
16072-28083 (44155)
Contentious-DinnerdateCTRInvested
$89.19
Value
$113.97
PnL
+$24.78
Record
50%
415-417 (832)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
77.0¢ price + 1.0¢ spread + 0.7¢ 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.