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Investigation №012geopolitics·Data as of July 23, 2026

30 geopolitics wallets: 55% win rate across 103537 resolved bets

Funded by0xf70d…dbef

30 Polymarket wallets, all funded from a single on-chain address, placed 103537 resolved bets on geopolitics markets and won 55% of them — a result you would expect less than 1 in 10,000 of the time by chance. They moved $7.0M in volume for $550K in net profit.

Wallets30
Win rate55%n = 103537 bets
Net PnL$550K$7.0M volume
By chance0.00%
Bayesian WR55%
Confidence100%
Z-score18.3σ
01

The evidence

Across 103537 resolved bets the cluster won 55% outright. Adjusting for sample size, the Bayesian win rate is 55% at 100% confidence, and the result sits 18.3 standard deviations above a 50/50 baseline. A coincidence of this size would occur less than 1 in 10,000 of the time.

02

How the wallets are linked

Shared relayer — not a cluster

These wallets share the funder 0xf70d…dbef, but that address behaves like shared infrastructure (an exchange, relayer, or the Polymarket proxy factory) rather than a single coordinator, so the "shared funding" link is NOT treated as evidence of coordination here.

03

Cluster highlights

Click to open dossier
Bucked consensus
0wins
avg bet $68
04

Funding map

Edges = funding tx · center = funder
05

Funding linkage

Signals · not proof
06

The wallets

30 linked · click a row

The cluster is made up of 30 wallets, each linked on-chain to the same funder. Individual records below.

WalletBetsWin rateCCStreakPnL
T6
t6z454t65z
0xd487…053e
237397%+$24.9K
0X
0x6Ab44aA62cf085B1855e74EcC7b42E308D0f96a5-1760586542686
0x6ab4…96a5
38958%-$57.9K
72
727be4fe725a0c283ff33c50409bb4c0d010d
0xbb72…10de
186398%+$29.6K
KA
kahe
0x88d1…18da
73167%-$167.1K
04
0x04fe…3688
863%-$69.2K
RA
Random3366
0xbedb…3b26
10644%-$61.3K
GG
ggwp-cs2
0x4e8d…febf
242676%-$36.9K
WH
whataplaya
0x50de…c9b7
20100%+$106.9K
0X
0x45a22737a76fAFD5Dd101EB0dC6030986eb13C01-1750068339195
0x45a2…3c01
18551%-$2.9K
0X
0xC97b0b2A2547bB3eD57167092EF8a6e816C347E5-1770003388001
0xc97b…47e5
38971%+$88.7K
NR
NrNrfNrf2
0xf70f…3c97
73871%+$47.4K
DO
DogecoinMillionaire
0x8e8c…65dd
336146%+$11.1K
PE
perevaloww
0x70c1…dba0
32942%-$1.2K
0X
0x246bE8A4e3805E318801B79AD1Ee1268d5fbFB5b-1773192326048
0x246b…fb5b
12375%+$113.5K
VC
vc5444-Joan
0x8375…ba1d
15354%+$66.5K
2F
0x2f3b…0cf9
103166%+$46.3K
YG
ygggg1
0x9854…6bf2
28149%-$870.4K
TR
Trencher11
0xfb7b…ed88
2100%+$21.0K
WE
Weebay
0x617b…a499
231552%-$108.2K
C6
0xc690…42b8
16077%-$227.6K
LU
LuckyWin
0x5922…3388
65966%+$9.9K
FO
footking
0xa45d…b413
19357%+$20.1K
0X
0xdbdd45150249e229eB4cA8aa48A30Dca21Faa5de-1757094771846
0xdbdd…a5de
8305952%+$1.1M
IN
Incognitoo
0x3b34…cca8
36695%+$5.9K
DI
diadjaid
0x784f…5df9
41149%+$198.3K
22
0x22d0…6293
30141%+$423
VA
Valen9
0x162f…798d
58567%+$273.6K
MW
Mwhale
0x9419…a40f
33762%-$1.5K
DU
dube
0x631c…450f
37864%+$40.4K
HU
Husbandman
0x910d…cfc0
26558%-$36.8K
07

Markets they targeted

Top 6 by volume

The wallets concentrated their bets in a handful of geopolitics markets, ranked here by the cluster's volume.

Methodology & limitations

How we detect these clusters, what the numbers mean, and what we do not claim.

How we detect it

Every Polymarket trade is read directly from the Polygon blockchain. We trace the USDC that funded each trading wallet back to its source address. Wallets sharing a single funder are grouped, their funder is screened against exchange / relayer / proxy-factory infrastructure, and only genuinely coordinated funders are reported as clusters. Their market outcomes are then aggregated from on-chain resolutions.

What the numbers mean

  • Win rate — resolved bets won ÷ total resolved.
  • Bayesian win rate — win rate shrunk toward 50% to correct for small samples; closer to raw as the sample grows.
  • Confidence — how much the sample size supports the estimate.
  • Z-score — standard deviations above a coin-flip baseline.
  • By chance (p-value) — how often a result this strong would happen by luck.

Funding linkage

A “verified” funding link means the wallets received USDC from the same address and that address is not a known exchange, relayer, or the Polymarket proxy factory. We currently trace direct (one-hop) funding; multi-hop and same-batch timing analysis are in progress.

What we do not claim

We do not assert the identity of any wallet owner, their intent, or that any law was broken. Shared funding plus an improbable win record is evidence worth examining — not a verdict. Figures are computed from on-chain data and update as markets resolve.

Sample: 103537 resolved bets · 30 walletsData as of July 23, 2026
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