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Elite Merchants Hunt Retail Buyers On Prediction Markets

December 9, 2025
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Prediction markets are rising as a brand new battleground within the crypto economic system, the place the best-informed merchants are competing in opposition to informal retail bettors for income.

Most customers are behaving extra like sports activities bettors than disciplined merchants, based on a Tuesday report from analysis agency 10x Analysis, which mentioned they’re buying and selling “dopamine and narrative for self-discipline and edge.” It added: “Accuracy and revenue are pushed not by the group, however by a tiny, knowledgeable elite who value likelihood, hedge publicity, and extract premium from retail-driven longshots.”

The rising liquidity and retail participation are incentivizing skilled buying and selling desks to extend their prediction market exercise and seize the unfold and “misinformation asymmetry” arising from this market construction, 10x mentioned.

Polymarket lively customers, weekly, Bitcoin left-hand-side value, year-to-date chart. Supply: 10x Analysis

Associated: Bitcoin now settles Visa-scale volumes, however most is for wholesale, not espresso

The report is a regarding signal for informal merchants seeking to make straightforward cash on prediction markets, as blockchain information suggests that the majority customers lose their preliminary funding.

Polymarket, optimistic/adverse pockets balances. Supply: Dune.com

Solely about 16.7% of wallets on Polymarket are in revenue, whereas the remaining 83% have incurred losses, based on blockchain information from Dune.

Associated: Prediction markets emerge as speculative ‘arbitrage area’ for crypto merchants

Good win charges gas insider considerations

The flawless observe report of some prediction market accounts is stoking considerations about doable insider buying and selling, as sure customers seem to win each time.

Polymarket person pony-pony boasts a 100% win fee with over $77,000 in realized revenue by betting on occasions associated to the substitute intelligence growth firm, OpenAI, prediction market information aggregator Polymarket Cash mentioned in a Monday X publish.

One other person, AlphaRaccoon, additionally triggered insider allegations after producing over $1 million in a single day by efficiently profitable 22 out of 23 bets associated to Google search developments.

Supply: Polymarket Cash

In the meantime, considerations are brewing over the reliability of Polymarket information on third-party information dashboards after a Paradigm researcher found a bug that double-counts the prediction market’s buying and selling quantity, Cointelegraph reported earlier on Tuesday.

The bug is inflating the first quantity metrics used to gauge prediction market exercise, together with the notional quantity, which counts the variety of contracts traded, and the cashflow quantity, which measures the greenback worth traded on the time of every commerce, wrote Paradigm researcher Storm in a Tuesday X publish.

Nevertheless, the inflated volumes on information dashboards are on account of errors in information interpretation, not wash buying and selling, which is a misleading and unlawful observe through which entities purchase and commerce the identical instrument to create a misunderstanding of rising market exercise.

Paradigm’s newly found bug was “validated” by a number of information dashboards, together with AlliumLabs and DefiLlama, which are actually updating their Polymarket dashboards to get rid of the double-counting error.

Journal: Prepare AI brokers to make higher predictions… for token rewards



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