Research

Short reads on the trades, markets, and wallets behind the feed.

  • Four fresh wallets, one Fed bet

    Four fresh wallets, one Fed bet

    On Tuesday, four wallets that had never traded on Polymarket before each bought between $8K and $44K of “No” on a March Fed rate-hike market — the last…

  • The accumulation you’d miss

    The accumulation you’d miss

    One wallet bought the same side of the same Bitcoin market three separate times over eleven days — and unless you were watching the whole series, you’d never…

  • Why we cleared the QB bet

    Why we cleared the QB bet

    Every now and then a big number shows up in the feed that isn’t a signal. Last week a well-known whale dropped $26K on a Chiefs Super Bowl…

  • How to read a score in ten seconds

    How to read a score in ten seconds

    The score is the first thing you see on a signal, and the easiest thing to misunderstand. It’s a 0–100 confidence read — not a prediction of whether…

  • The anatomy of a whale

    The anatomy of a whale

    “Whale” gets thrown around so loosely on Polymarket and Kalshi that it’s stopped meaning much. In our scoring, wallet pedigree is one of the five layers — and…

  • What ‘preceded news’ actually means

    What ‘preceded news’ actually means

    One of the highest-signal flags in the feed is “preceded news.” It means a trade landed in the minutes or hours before a public announcement that moved the…