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Research

The research engine

Everything below exists so you never have to do any of it. Full-universe scanning, backwards scoring against resolved outcomes, out-of-sample validation — the work, shown.

Verification

Verifiable without revealing the edge

The Oracle identities are the edge, so we don't publish them. Here's how you verify us without them: every position is timestamped at entry, before resolution — the record can't be curated after the fact — and the sealed roster and full positions file are SHA-256 hash-committed below. When we later reveal, the hashes prove nothing was changed retroactively.

Roster commitment

SHA-256 of the sealed Oracle roster (full identities and statistics).

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Positions commitment

SHA-256 of the full open-positions file and portfolio book (with market identities).

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The gauntlet

810,747 wallets went in. 12 came out.

Every wallet on Polymarket enters the same statistical gauntlet. Almost none survive it.

—wallets discoveredthe entire observable universe — everyone enters
—scored against resolved outcomescut: too little history to score
—deep-profiledcut: no durable expected value net of costs
—validatedcut: no consistent lead on the market, or failed the untouched holdout

0.0015%survival rate — and the survivors are re-tested continuously

Statistical validation

The mathematics that survives peer review

Every claim on this site passes through the machinery below — with multiple-testing correction, chronological holdouts and cluster-adjusted inference. These are the actual formulas the engine runs.

p = 4.9×10−131
strongest BH-adjusted p-value in the roster
ρ = 0.633
Spearman rank persistence, train → holdout (p < 0.001)
d ≈ 0.29
Cohen's effect size; power analysis ⇒ n ≈ 92 clusters for 80% power at α = 0.05
Sharpe 0.54
cluster-level, day-clustered — small but real, before risk engineering
Benjamini–Hochberg FDR reject H0(i)  ⇔  p(i) ≤ im · α,  α = 0.05

Running 1,003 simultaneous lead-lag tests guarantees false positives by chance — BH controls the false-discovery rate across the whole family. Survivors carry adjusted p-values as low as 4.9×10⁻¹³¹.

Lead-lag hypothesis test H0: Pr(entry precedes move) = 0.5,  binomial(k, n)

For each wallet: of n resolved entries, how many came before the market's reprice, under minimum-move and minimum-lead thresholds (values proprietary)? Scored on a chronological train window, then re-scored on an untouched holdout.

Cluster-adjusted confidence interval CI95 = [+1.09%, +2.57%] per trade

Day-clustered bootstrap over 64 independent trade-clusters — trades on the same thesis count once, so the interval can't be inflated by correlated fills. It excludes zero.

Backwards payoff from ground truth payoff = sign(side) · (r − p) · size,  r ∈ {0, 1}

Every historical fill is joined to the market's resolved outcome r — no mark-to-market flattery, only what actually happened.

Lead-rate distribution — validated roster

Share of entries preceding the reprice, out-of-sample, per wallet.

Entry-price distribution — recent wins

Where the winning entries were priced. Left of 0.5 = mispricing calls.

Scoring & sizing

From signal to sized position

The techniques are named — that is the credibility. The calibration is the edge, and it stays private.

Expected value per dollar at fill EV/$ = w − pp  − execution-cost haircut

Win-probability w against fill price p. Every quoted edge is reduced by a measured execution-cost haircut so results are conservative by construction. The haircut's value is proprietary.

Fractional Kelly under concentration limits f* = w − p1 − p  →  scaled, then clamped

Textbook Kelly gives the growth-optimal fraction; the engine runs a proprietary fraction of it, scaled by signal conviction and market liquidity, clamped by hard per-market, per-category, per-Oracle and per-cluster concentration limits plus a cash floor. The coefficients and caps stay private.

Research

The research engine

The full methodology and wallet intelligence behind the pool — open for anyone who wants to go deep.

Research methodology

Every wallet enters a four-stage gauntlet: full-universe harvesting, backward scoring against resolved outcomes (net of an adverse-fill haircut), lead-lag testing on an out-of-sample holdout window, and Benjamini-Hochberg correction for multiple testing. Only survivors are validated.

StageCountWhat happens
Discovered—Every wallet surfaced from full-universe market harvesting
Scored—Scored for expected value per dollar, net of adverse-fill haircut
Deep-profiled—Full trade-history reconstruction and lead-lag testing
Validated—Benjamini-Hochberg corrected and holdout-confirmed
Leaderboards & wallet intelligence

EV per dollar — top wallets

Ranked by expected value per dollar, net of adverse-fill haircut.

Category leaders

The strongest validated wallet per market category.

Smart-money pods

Wallet pairs that repeatedly enter the same markets early, together.

What is The Smart Money Pool?

The Smart Money Pool is an AI-managed prediction market portfolio built on validated Polymarket Oracles. Its research engine scans the entire wallet universe, validates the rare Oracles whose entries consistently precede the market — confirmed out-of-sample — and condenses their signals into one diversified, risk-capped portfolio. Everything on this page renders from two public data files, and every wallet can be verified independently on the Polygon blockchain. The live coverage has two layers: the wide radar (market-wide smart-money activity across the tracked candidates — not pool positions) and the validated roster whose trades the engine follows closely.

[X]ORACLE TERMINAL v1.0
You have activated retro mode. The janitor nods approvingly and keeps mopping.
Nothing about the data changed — it was already real.
Score: 10 points.