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VERIFIED PAPER CASE · DAILY

ETH Daily Signal Post-Mortem: +7.95 pp Edge

Ethereum Up or Down on July 29?

POLYMARKET ENTRY21.5%79.0% EXECUTABLE
MARX FAIR AT ENTRY11.3%HISTORICAL · CLOSED
MODELED EDGE+7.95 ppNET AT ENTRY
CONFIDENCE83.3%DOWN UNDERPRICED
RETURN-21.9%SIMULATED
ROUND REPLAY

Interactive Polymarket vs Marx Fair divergence

Market UP 0.1%Marx Fair UP 0.1%
Market UP and Marx Fair UP history0%19%38%56%75%
Jul 28, 04:58 PMJul 28, 10:44 PMJul 29, 04:29 AMJul 29, 10:14 AMJul 29, 03:59 PM UTC

Market UP and Marx Fair UP history

Text equivalent of the chart
TimePolymarketMarx FairEdge
2026-07-29T11:59:41.665Z40.5%38.4%-2.1 pp
2026-07-29T12:25:20.818Z26.5%18.8%-7.7 pp
2026-07-29T12:29:14.764Z27.5%20.0%-7.5 pp
2026-07-29T12:38:10.904Z26.5%18.5%-8.0 pp
2026-07-29T12:44:11.019Z26.5%18.1%-8.4 pp
2026-07-29T12:53:11.938Z25.5%17.3%-8.2 pp
2026-07-29T12:58:50.492Z24.5%24.5%-0.0 pp
2026-07-29T12:59:11.770Z24.5%15.0%-9.5 pp
2026-07-29T12:59:43.759Z24.5%15.0%-9.5 pp
2026-07-29T13:06:53.166Z22.5%13.9%-8.6 pp
2026-07-29T13:15:21.790Z24.5%15.6%-8.9 pp
2026-07-29T13:19:16.748Z18.5%10.8%-7.7 pp
2026-07-29T13:21:21.735Z18.5%9.7%-8.8 pp
2026-07-29T13:29:16.778Z18.5%11.8%-6.7 pp
2026-07-29T13:31:14.268Z19.5%9.8%-9.7 pp
2026-07-29T13:44:11.240Z25.5%16.1%-9.4 pp
2026-07-29T13:48:11.069Z25.0%13.4%-11.6 pp
2026-07-29T13:53:17.500Z28.0%10.8%-17.2 pp
2026-07-29T13:57:12.628Z22.5%5.7%-16.8 pp
2026-07-29T13:59:12.506Z22.5%9.3%-13.2 pp
2026-07-29T13:59:43.657Z22.5%9.3%-13.2 pp
2026-07-29T14:03:09.923Z26.5%15.7%-10.8 pp
2026-07-29T14:11:22.123Z27.5%8.0%-19.5 pp
2026-07-29T14:21:22.581Z13.0%3.5%-9.5 pp
2026-07-29T14:33:13.542Z9.0%2.2%-6.8 pp
2026-07-29T14:55:18.070Z6.0%0.9%-5.1 pp
2026-07-29T14:59:21.533Z4.5%0.1%-4.4 pp
2026-07-29T14:59:42.456Z4.5%0.1%-4.4 pp
2026-07-29T15:58:48.073Z0.1%0.1%+0.0 pp
2026-07-29T15:59:59.670Z0.1%0.1%+0.0 pp
AUDIT TRAIL

Signal breakdown and trigger

  • Marx Fair was 11.3% while the Polymarket UP price was 21.5%.
  • The executable DOWN entry was 79.0¢ with a net modeled edge of 8.0 percentage points.
  • Model confidence at the signal was 83.3%.
  • Observed order-book spread at entry was 1.0¢.
MODEL NOTE

Marx AI inference

Buy DOWN: $100 VWAP 79.0%, gross edge 9.7%, slippage 0.0%, fee 1.2%, safety 0.5%, net edge 8.0%. Marx fair UP is 11.3%.