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Investigation №029geopolitics·Data as of April 21, 2026

7 geopolitics wallets: 80% win rate across 250 resolved bets

Funded by0xa67d…3fbb

7 Polymarket wallets, all funded from a single on-chain address, placed 250 resolved bets on geopolitics markets and won 80% of them — a result you would expect less than 1 in 10,000 of the time by chance. They moved $807K in volume for $84K in net profit.

Wallets7
Win rate80%n = 250 bets
Net PnL$84K$807K volume
By chance0.00%
Bayesian WR80%
Confidence93%
Z-score9.0σ
01

The evidence

Across 250 resolved bets the cluster won 80% outright. Adjusting for sample size, the Bayesian win rate is 80% at 93% confidence, and the result sits 9.0 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 infrastructure — not a cluster

These wallets share the funder 0xa67d…3fbb, 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 $3K
04

Funding map

Edges = funding tx · center = funder
05

The wallets

7 linked · click a row

The cluster is made up of 7 wallets, each linked on-chain to the same funder. Individual records below.

WalletBetsWin rateCCStreakPnL
8F
0x8f93…bffa
9683%-$11.0K
SU
Sunshine.Smile
0xd3b0…329e
6565%+$5.6K
95
0x9569…27fd
3168%-$5.6K
DO
DoggoTrade
0xbb39…ee8a
10100%+$71.0K
NO
NotBrad
0x90eb…db79
8100%+$2.4K
87
0x8750…e96b
7100%+$19.8K
WH
WhenYouFindMe
0x93cc…6ffc
33100%+$2.1K
06

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: 250 resolved bets · 7 walletsData as of April 21, 2026
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