VARY

NJ-02 HOUSE ELECTION WINNER

Will the Democratic Party win the NJ-02 House seat?

CLOSING SOON3H 5M REMAININGVOL $194K · LIQ $16K · SPREAD 3.0%

VARY CALL

YES
92%
MARKET
83%
DIFFERENCE
+9pts
CONFIDENCE
LOWLOW confidence

MARKET VS VARY

NOYES
Market 83 percentVARY 92 percent
MARKET 83%VARY 92%
24H VOLUME
$37K
LIQUIDITY
$16K
CLOSES
3H 5M REMAINING
CATEGORY
ELECTIONS

OUR TAKE

We read this 8.8 points higher than the market, based on market structure.

WHY YES?

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

SIGNAL LEDGER · EXPERIMENTAL MODEL

  • Market Momentum (1h)
    POSITIVE
    +10
  • Market Momentum (24h)
    POSITIVE
    +10
  • Market Momentum (7d)
    POSITIVE
    +10
  • Volume Concentration
    NEGATIVE
    -0.7

Polymarket currently prices YES at 83% with $16K of live liquidity and $37K traded in the last 24 hours.

The market has moved up 52 points over the last 24 hours, so pricing is still adjusting rather than settled.

Our signals shift the estimate up 8.8 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 24HMARKET 31% → 83%

    Polymarket mid-price movement over the last day.

  2. LAST 7DMARKET 32% → 83%
  3. NOWMARKET MOMENTUM (1H) POSITIVE (+10)
  4. NOWOUR ESTIMATE 92%

    Market 83% · bounded adjustment +9 pts.

VIEW ON THE MARKET

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