VARY

WHO WINS THE SENATE PENDING OIL ABOVE OR BELOW $80 BEFORE THE MIDTERMS?

Will oil be at least $80 on November 2 and the Republicans win the Senate?

LIVE13D REMAININGVOL $90K · LIQ $319K · SPREAD 0.3%

VARY CALL

NO
66%
MARKET
68%
DIFFERENCE
−2pts
CONFIDENCE
HIGHHIGH confidence

MARKET VS VARY

NOYES
Market 32 percentVARY 34 percent
MARKET 32%VARY 34%
24H VOLUME
$61K
LIQUIDITY
$319K
CLOSES
13D REMAINING
CATEGORY
ELECTIONS

OUR TAKE

We read this 2 points higher than the market, based on market structure.

WHY NO?

  • MARKET MOMENTUM (1H)POSITIVE
  • MARKET MOMENTUM (24H)POSITIVE
  • MARKET MOMENTUM (7D)POSITIVE
  • VOLUME CONCENTRATIONPOSITIVE

SIGNAL LEDGER · EXPERIMENTAL MODEL

  • Market Momentum (1h)
    POSITIVE
    +0.2
  • Market Momentum (24h)
    POSITIVE
    +0.7
  • Market Momentum (7d)
    POSITIVE
    +0.8
  • Volume Concentration
    POSITIVE
    +5.1

Polymarket currently prices YES at 32% with $319K of live liquidity and $61K traded in the last 24 hours.

The market has moved up 1 points over the last 24 hours, so pricing is still adjusting rather than settled.

Our signals shift the estimate up 2 points from the market price. Adjustments are capped, experimental and not calibrated.

We start from the market price, then apply a bounded adjustment from our own signals — market structure, momentum and, for crypto markets, live spot data. The adjustment can never exceed 15 percentage points. The model is experimental and not yet calibrated.

EXPERIMENTAL MODEL

  • Price Momentum25%
  • Prediction Market Momentum20%
  • Volume15%
  • Volatility15%
  • Order Book Imbalance15%
  • News Sentiment10%

WEIGHTS ARE ILLUSTRATIVE AND NOT VALIDATED

OUR ESTIMATE vs MARKET

OUR MODEL MARKET

MARKET PATH FROM POLYMARKET · OUR PATH APPLIES THE CURRENT BOUNDED ADJUSTMENT

WHAT CHANGED?

  1. LAST 7DMARKET 31% → 32%
  2. NOWVOLUME CONCENTRATION POSITIVE (+5.1)
  3. NOWOUR ESTIMATE 34%

    Market 32% · bounded adjustment +2 pts.

VIEW ON THE MARKET

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EXPERIMENTAL PROBABILITY ESTIMATES · VARY IS READ-ONLY · NOT FINANCIAL ADVICE