macro/MEDIUM confidence

Polymarket IQ

Aggregated belief from Polymarket prediction markets on macro, geopolitical, and regulatory events. Tracks crowd-belief divergence from consensus.

ELEVATED
Live
Since Oct 3, 2026
4 people watching6 total views

State History

RISING
SEVERE
STABLE
ELEVATED
161 readings|0 state changes|ELEVATED: 100%

Track record

ELEVATED
5 fires since 2021 · 80% hit · median 21d -4.9% on BTC-USD
unmeasurable
RISING
2 fires since 2021 · 100% hit · median 21d -8.6% on BTC-USD
unmeasurable

Measured from state-change events vs forward returns on the acting asset. Verdicts: validated (≥60% hit, n≥8) · contrarian (≤40% — the state's name lies) · no-content (a coin flip) · unmeasurable (n<8, reported never guessed). A state with no row has no track record.

State Definitions

RISING

Polymarket diverging from consensus on one or more catalysts. Crowd seeing risk consensus is missing.

SEVERE

Extreme divergence. Polymarket pricing tail outcomes consensus has dismissed.

STABLE

Polymarket odds aligned with consensus and sell-side base case.

ELEVATED

Significant Polymarket-consensus gap on multiple catalysts. Belief dislocation forming.

Sources

Fires Together With

Read-only intelligence. Sensor states are diagnostic observations, not predictions.