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Israel x Iran ceasefire continues through November 4?

12 of 14 top Polymarket traders hold Yes (86%) · Yes at 94¢ · $54K held · ends Nov 5

Yes94¢No6¢Ends Thu, Nov 5, 2026View on Polymarket
SIGNAL

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Research candidate

Yes

Consensus Traders

14

Yes 86%

Total Value

$53.8K

Combined PnL

$1.4K

Smart Money Entry

90.9¢ → 93.5¢

+3% since entry · 12 traders

Research grade

Research candidateYes at 94%

Matches a rule that looked positive after costs in the short windows of our Oct 22 2026 backtest. The full-year test without hindsight (Oct 26 2026) found no evidence for any of these rules: out of sample they lost money or were noise. A label for a pattern that once looked good, not an edge and not a recommendation.

  • $50k+ behind an 80 %+ consensusNot confirmed. Oct 22 backtest: +10.3 % a trade (n 172), picked after seeing the table. Full year, out of sample: $50k+ on the side −2.7 % (n 641, 95 % CI −7.6 to +2.9); 80 %+ with $50k+ on a favourite +0.4 % (n 1,558, 95 % CI −2.3 to +3.0): no edge.
  • 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).
  • 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

Yes

12 of 14 top traders (86%)2 hold an outcome priced under 50%

Market Activity

Outcome Probabilities

Yes94%
No7%

Smart Money Breakdown by Outcome

Yes12 traders
Total Value$53.0K
Total Shares56,382
Combined PnL+$1.6K
No2 traders
Total Value$769.34
Total Shares11,584
Combined PnL-$171.02
Yes — 86%No — 14%

Signal Intelligence

Momentum

Building

+8 pts consensus

Breadth

11 traders

Top 2 hold 65%

Freshness

Late

73h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBalanced

85% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 65% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleYes 71% · 7
Aligned
sharpYes 100% · 4
Aligned
ctrYes 100% · 2
Aligned
Hand-pickedYes 78% · 9
Aligned
Top 1000Yes 90% · 10
Aligned

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EV Calculator

Consensus % is how many tracked traders hold a side, not a win probability.

Break-even chance94.5%

93.5¢ price + 1.0¢ spread + no taker fee. Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$5.82
Max Loss
-$100.00
Shares
105.8

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

Condition ID
0x1dec6540...c7bcd0
Slug
israel-x-iran-ceasefire-continues-through-november-4
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