VARY

WHICH PARTY WILL WIN THE HOUSE IN 2026?

Will the Democratic Party control the House after the 2026 Midterm elections?

LIVE13D REMAININGVOL $11.4M · LIQ $4.2M · SPREAD 1.0%

VARY CALL

YES
91%
MARKET
92%
DIFFERENCE
AGREEMENT
CONFIDENCE
MEDIUMMEDIUM confidence

MARKET VS VARY

NOYES
Market 92 percentVARY 91 percent
MARKET 92%VARY 91%
24H VOLUME
$413K
LIQUIDITY
$4.2M
CLOSES
13D REMAINING
CATEGORY
ELECTIONS

OUR TAKE

We read this 0.6 points lower than the market, based on market structure.

WHY YES?

  • MARKET MOMENTUM (7D)POSITIVE
  • VOLUME CONCENTRATIONNEGATIVE

SIGNAL LEDGER · EXPERIMENTAL MODEL

  • Market Momentum (7d)
    POSITIVE
    +0.6
  • Volume Concentration
    NEGATIVE
    -2.6

Polymarket currently prices YES at 92% with $4.2M of live liquidity and $413K traded in the last 24 hours.

Market pricing has been essentially flat over the last 24 hours, so there is no fresh directional information in the order book.

Our signals shift the estimate down 0.6 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 91% → 92%
  2. NOWVOLUME CONCENTRATION NEGATIVE (-2.6)
  3. NOWOUR ESTIMATE 91%

    Market 92% · bounded adjustment -1 pts.

VIEW ON THE MARKET

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