VARY

WHO WINS THE SENATE PENDING OIL BELOW $85 BEFORE THE MIDTERMS?

Will oil be below $85 on November 2 and the Republicans win the Senate?

LIVE13D REMAININGVOL $301K · LIQ $301K · SPREAD 0.1%

VARY CALL

NO
97%
MARKET
97%
DIFFERENCE
AGREEMENT
CONFIDENCE
HIGHHIGH confidence

MARKET VS VARY

NOYES
Market 3 percentVARY 3 percent
MARKET 3%VARY 3%
24H VOLUME
$31K
LIQUIDITY
$301K
CLOSES
13D REMAINING
CATEGORY
ELECTIONS

OUR TAKE

We read this 1.4 points lower than the market, based on market structure.

WHY NO?

  • MARKET MOMENTUM (24H)NEGATIVE
  • MARKET MOMENTUM (7D)NEGATIVE
  • VOLUME CONCENTRATIONNEGATIVE

SIGNAL LEDGER · EXPERIMENTAL MODEL

  • Market Momentum (24h)
    NEGATIVE
    -0.1
  • Market Momentum (7d)
    NEGATIVE
    -2.9
  • Volume Concentration
    NEGATIVE
    -1.8

Polymarket currently prices YES at 3% with $301K of live liquidity and $31K traded in the last 24 hours.

The market has moved down 0 points over the last 24 hours, so pricing is still adjusting rather than settled.

Our signals shift the estimate down 1.4 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 8% → 3%
  2. NOWMARKET MOMENTUM (7D) NEGATIVE (-2.9)
  3. NOWOUR ESTIMATE 3%

    Market 3% · bounded adjustment 0 pts.

VIEW ON THE MARKET

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