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New Address Bets $10k on Russia-Ukraine Ceasefire Before March 31

On the prediction market Polymarket, within the last nine hours, a new address wagered $10k that Russia and Ukraine will agree to a ceasefire before March 31. The position was opened at an average price of 16¢, which remains the current market price.

Reuters reported on the 29th that the Kremlin announced Russia has invited Ukrainian President Volodymyr Zelenskyy to Moscow for peace negotiations. This represents a significant diplomatic development, though no official response has yet been received from Ukraine. The report notes that this invitation follows trilateral talks in Abu Dhabi mediated by the US, despite persistent core disagreements regarding territorial control and the deployment of international peacekeeping forces.

Account: 0x605e773de4c6ee1d19d551c6d28719da9ecade5c

Position: $10k
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Anon Account Increases Jan 31 Iran Strike Bet to $34.3k; New Bets on Feb Conflicts

On the prediction market Polymarket, the previously reported anonymous account—which had wagered $11k on a US strike—has continued to increase its position that the US will strike Iran before Jan 31. The account's total exposure has reached $34.3k, with an average entry of 13¢ and a current price of 14¢. Additionally, within the past three hours, two new addresses wagered a combined $8.6k that either Israel or the US will strike Iran before the end of February.

The Islamic Revolutionary Guard Corps (IRGC) Navy has officially announced plans to conduct live-fire military exercises in the Strait of Hormuz—a critical global energy choke point—on February 1–2, 2026, issuing navigation warnings to mariners. These drills are part of a joint air, land, and sea exercise involving live-fire operations and tactical maneuvers. Coming on the heels of expanded US military deployment in the Middle East, the announcement is widely interpreted as a "deterrent response" from Tehran.

Accounts: 0x6452018b718265464dcf6d391db99f56ba899874 0x6f3b2c56fabd12c413abdf832eb28e1174a25ea9 0xdc9aed01fd96c0ec0be6e0520fc98099cdc4924a

Total Position: $42.9k
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Tesla & SpaceX Merger by June 30? Probability at 17%

On the prediction market Polymarket, a new market titled "Tesla and SpaceX merger announced by June 30?" has emerged over the past day. The market resolves to "Yes" if Tesla or SpaceX officially announces a merger or acquisition resulting in a transfer of control by the end of June 2026, even if the deal is not yet completed. The current probability stands at 17%.

According to Reuters, Elon Musk's SpaceX is currently in merger talks with xAI, with plans to finalize the deal before an initial public offering.

Market analysts suggest that integrating SpaceX, Tesla, and xAI could create a massive technology conglomerate, potentially boosting IPO valuations and enhancing strategic synergy. Reports indicate that if such a merger is seriously pursued, it could consolidate SpaceX's Starlink and rocket operations with Tesla under a single corporate structure—a move viewed as a highly ambitious integration strategy for capital markets and long-term business layout.
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Trump Attempts to Split Key Province; Canada Recession Probability at 45%

On the prediction market Polymarket, the probability of "Canada enters recession this year?" currently stands at 45%.

According to the market rules, the event resolves as "Yes" if the C.D. Howe Institute Business Cycle Council declares a recession within the year, or if statistical data shows two consecutive quarters of negative real GDP growth (seasonally adjusted, 2017 chained dollars) between Q4 2025 and Q4 2026.

Trump previously threatened to impose a 25% tariff on Canada, triggering market panic and driving the probability above 60%. However, recent preliminary data for Q1 2026 indicates positive growth, and the tariff threat has partially subsided amidst exemption negotiations.

Canadian Prime Minister Mark Joseph Carney publicly criticized US protectionism, tariff threats, and unilateralism at this month's Davos World Economic Forum, stating that the US has "turned its back on the post-WWII free trade order." Yesterday, the Financial Times reported that senior Trump administration officials held multiple secret meetings with fringe separatist groups in Alberta—Canada's oil-rich province—to discuss promoting Alberta's independence from Canada.
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Two New Addresses Bet $37.5k on US Strike on Iran

On the prediction market Polymarket, within the last day, two new addresses wagered a total of $37.5k on the US striking Iran before Feb 28, Mar 31, and June 30. Notably, $30.8k of this total was placed on a strike occurring before Feb 28.

The US has demanded limits on Iran's missile program as a condition for negotiations, a requirement Iran has rejected, creating a significant obstacle. While increasing military pressure in the Middle East, the US emphasizes that it still seeks a diplomatic path. Regional allies such as Turkey, the UAE, and Saudi Arabia are actively pushing diplomatic efforts to avert conflict. Meanwhile, Iranian Supreme Leader Khamenei has publicly warned that a US attack would trigger a "regional war," asserting Iran's capability to retaliate against any aggression.

Accounts: 0x5b4612a8410f7d08a7021b1ceebdd242000f1d01 0x88c4919de76e526d55a32c1f8afb439dd1f1129a

Total Position: $37.5k
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One Whale Doubles Down on Khamenei Ouster; Total Bet Hits $336.7k

On the prediction market Polymarket, the previously reported account "Curseaaaaaaaa"—which had already wagered $177.5k that Ayatollah Khamenei would step down before March 31 or June 30—added $159.1k over the past day to the bet that he will step down before March 31. The account’s total exposure on Khamenei’s ouster has now reached $336.7k.

Over the past two days, the Khamenei regime has maintained core stability following hardline diplomacy and massive crackdowns. Khamenei warned that US military strikes would trigger a regional war, while the Iranian parliament passed countermeasures designating EU military forces as "terrorist organizations." Simultaneously, security forces have conducted mass arrests of protesters. Overall, while the system retains strong control amidst internal discontent and external pressure, its long-term legitimacy and social stability face significant challenges.

Account: 0xbad457dc633bbb7b6cbe09dd5867a5e8e597acd7

Position: $336.7k
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New Address Bets $46.1k on Fed 25bp Hike in March; Becomes Top Holder

On the prediction market Polymarket, within the last 12 hours, a new account wagered $46.1k that the Federal Reserve will raise interest rates by 25 basis points (bps) in March. Entering at an average price of 1¢ (current price 2¢), this address now holds 3.57 million "Yes" shares, making it the top holder for this specific outcome.

Market pricing currently suggests a much higher probability of rates remaining unchanged compared to a hike or cut. St. Louis Fed President Alberto Musalem stated that current monetary policy has reached a "neutral level," arguing there is no need for further cuts or aggressive easing, and emphasized that inflation remains above the target.

Account: 0x52c2143f69dd3dcd249f688623c64ab5f7900556

Position: $46.1k
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"Who Will Be Named" Market Sees Clean Sweep of 45 VIPs; 95% Odds for More Epstein Files by Feb 6

On the prediction market Polymarket, the probability for the market "Trump admin releases more Epstein docs by Feb 6?" has hit 95%.

In the latest batch of Epstein files released by the Trump administration last weekend, the most significant revelations reconfirmed close ties between certain celebrities and Epstein. Consequently, in the Polymarket betting pool "Who will be named in the new Epstein files," all 45 listed high-profile figures were mentioned, resulting in a "Yes" settlement for every single name.

There is currently no official announcement confirming an imminent release. The DOJ and FBI have merely stated they will "continue to review and disclose as necessary" without providing a specific timeline.

A primary driver behind the high probability for the February 6 deadline is the market's extremely loose resolution rules: any release within the window—including duplicates, partial files, non-substantive materials, or documents previously known through media reporting—qualifies as a "Yes."
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Trump Confidant Witkoff to Meet Iran Officials; Allegedly Linked to $400k Insider Bet on Maduro

On the prediction market Polymarket, the probability that "Witkoff meets Iranian officials by Feb 28?" currently stands at 87%.

Steve Witkoff is a co-founder of WLFI (a project spearheaded by Trump’s son, Eric) and a prominent New York real estate developer. A major donor, he has shared a close friendship with Trump for nearly 40 years.

Previously, an insider account on Polymarket—which profited approximately $400k by placing heavy bets on Maduro’s capture shortly before the event—was allegedly linked to Witkoff.

Recently appointed as Trump's Special Envoy to the Middle East, Witkoff stated he intends to meet with Iranian officials soon to discuss "diplomatic solutions," including potential ceasefires, security guarantees, and sanctions relief. This move comes in response to escalating protests in Iran and Trump’s pledge to "quickly end the conflict."
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High-Win-Rate Trader Bets Against Russia Taking Stepnohirsk by Mar 31

On Polymarket, a top-tier trader opened a $3.4k position betting Russia won't fully capture Stepnohirsk by March 31. The account boasts an 88.5% win rate on war-related wagers, with $142.9k in geopolitical profits.

Stepnohirsk remains a hotspot in Zaporizhzhia. Since January, Russian forces have captured southern outskirts but face stiff resistance. As of early February, DeepState and ISW report slow Russian progress and heavy losses, with Ukraine retaining primary control.

Account: 0xd44e974a3edb232aa4aedbdcc59792b76a5f67e2

Position: $3.4k
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PolyBeats(EN)
'better1000' Increases Bets on US Strike on Iran; Total Position Hits $70k On the prediction market Polymarket, the "better1000" account—previously reported yesterday—has continued to increase its wager over the past day that the US will strike Iran across…
Whale Increases Bet on US Strike on Iran by $34.2k; Suspicious Wallet Adds $12.3k

On Polymarket, the previously reported user "better1000" added $34.2k betting on a US strike against Iran by late February and March. Separately, a suspicious address wagered $12.3k on a strike by June 30; all five of its remaining bets focus solely on this outcome.

Tensions are escalating: On Feb 3, IRGC speedboats failed to seize the US-registered tanker Stena Imperative in the Strait of Hormuz after a US warship intervened. On Feb 4, a US F-35C shot down an Iranian Shahed-139 drone in the Arabian Sea after it made an "aggressive" approach toward the USS Abraham Lincoln.

Account:
0x29d337076f24d135b7b2b08796edfff4e32cb2ed 0xe13dabe73fbda02a0c7199e2f4a096aa8562441b

Position: $128k
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Solana Co-Founder Hints at Backpack TGE via Avatar Change

On Polymarket, two focused addresses bet $3.2k on a Backpack token launch before April, with "Yes" odds currently at 69%.

Speculation surged 4 hours ago after Solana co-founder Toly changed his X avatar to a backpack-wearing Moonbird. The community views this as a deliberate hint, similar to his actions before Moonbird's own token announcement. Backpack has confirmed 25% of the total supply will unlock at TGE.

Account:
0x699c137a49c4cb669758be15970eea06c22b50fd 0xaed9e6da63d25693cda408c02ca2ac1907c936bc

Position: $3.2k
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New Address Bets $4k on Russia-Ukraine Ceasefire by Mar 31

On Polymarket, a fresh wallet wagered $4k on a Russia-Ukraine ceasefire by March 31. The position was opened at an average price of 12¢, matching the current market rate.

Ukraine and its allies recently proposed a "multi-level ceasefire plan" with talks scheduled in Abu Dhabi. However, Russia launched major airstrikes on energy infrastructure ahead of negotiations, violating temporary truce pledges. While diplomatic channels remain open, battlefield escalation weighs heavily on the outlook.

Account: 0x2ec4659467828e49efdf31bbdfb676c3c70b0235

Position: $4k
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New Wallet Bets $3.4k on GPT-5.3 Launch in 10 Days Despite Silence

On Polymarket, a new address wagered $3.4k hours ago that GPT-5.3 will launch by Feb 14. The position was opened at an average price of 66¢, with "Yes" odds currently sitting at 66%.

Rumors stem from the December 2025 "Garlic leak," where internal documents identified "Garlic" as the codename for a high-density GPT-5.3 model. While CEO Sam Altman has teased imminent "major breakthroughs," OpenAI has officially only promoted GPT-4.5 Turbo and GPT-5.2, with no mention of GPT-5.3.

Account: 0x4a5102288e33e76738c0e9960d253b15c2102e50

Position: $3.4k
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Five Suspicious Addresses Bet $13.4k on US/Israel Striking Iran

On the prediction market Polymarket, within the last day, three new addresses wagered $6k that the US or Israel will strike Iran before Feb 28. Additionally, two high-win-rate accounts wagered $7.4k that the US will strike Iran before Feb 28.

As part of diplomatic efforts to de-escalate ongoing tensions, the US and Iran have agreed to hold nuclear talks this week in Muscat, Oman. Iran seeks to limit the agenda to its nuclear program, while the US insists on expanding the scope to include missile programs and regional proxy groups. These talks reportedly nearly collapsed due to disagreements over the venue and agenda. Separately, Trump held a "long and comprehensive phone call" with Xi Jinping to discuss multiple international issues, including Iran. During the call, the US pressured allies and partners to further isolate Tehran, while both leaders also discussed other major diplomatic and security matters.

Accounts: 0x994a53691e6aed4fda55f1a722b0c5c6f2f6dfac 0xea59f59d3cff472ad0277983af911fa7ab46e4fc 0x543c2ceb1fbd08f3836e6b10832a74c3cdb17d90 0x6bab41a0dc40d6dd4c1a915b8c01969479fd1292 0x6a8328b1ae11569f7b27600073558879885e4c59

Total Position: $13.4k
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Address That Bet on Khamenei Ouster by Jan 31 Wagers Additional $27.1k on Feb 28 Exit

On the prediction market Polymarket, within the last day, the address previously reported for betting on Ayatollah Khamenei's ouster by Jan 31 has opened a new position of $27.1k, betting that Khamenei will step down before Feb 28. The position was entered at an average price of 8¢, which remains the current market price.

The Khamenei regime remains firm despite facing mass protests and international pressure. The Supreme Leader has labeled the protests a "coup" and utilized security forces for forceful suppression, while continuing to represent Iran in international negotiations. Despite persistent domestic discontent and external pressure, there are currently no authoritative reports indicating that Khamenei or the core leadership are on the verge of stepping down or losing control.

Account: 0x2e29fc8a478a458d63028c88f3bc1e89bfa66572

Position: $67.1k
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Suspicious Address Bets $120k on Emerging FinTech Project ICO Raising $1M–$20M

On the prediction market Polymarket, over the past week, an address with only one historical transaction has wagered a total of over $120k on the event "Hurupay public sale exceeds ___," spreading bets across different amount brackets. The account's largest position—nearly $40k—is placed on the outcome that the raise will be ">$3M." The current probability of the public sale exceeding $3M stands at 42%.

Hurupay is a global fintech platform positioned for cross-border payments and collections, focusing on solving issues such as high international transfer costs, slow settlements, and difficulties in obtaining accounts. It is not a traditional bank but leverages blockchain and stablecoin architecture to provide users with bank-like functionalities.

The project officially announced plans to launch its ICO on February 3 with a minimum fundraising target of $3M. Currently, it has raised $296,330, approximately 10% of the minimum goal.

Account: 0xdc5be20ac0556fc2c5df79bcd46e145aac0ec677

Position: $120.5k
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"5u Warrior" Bets $11k on Iranian Regime Collapse Before 2027

On the prediction market Polymarket, within the last two hours, a suspicious address wagered $11k that the Iranian regime will fall before 2027. This brings the account's total position on this outcome to $20.2k. Previously, this address typically made trades of under 10 USDC, focusing almost exclusively on 15-minute Bitcoin price fluctuation markets.

The US State Department, via its "Virtual Embassy Tehran," issued a security alert citing intensified security controls and high tensions throughout Iran. Iranian Foreign Minister Abbas Araghchi has flown to Oman with a delegation to prepare for negotiations with the US. While Tehran emphasizes the need for a "fair, dignified, and responsible" negotiation environment, Washington continues to display military force in the Middle East to maintain pressure.

Account: 0x42f0e27766726310e48ed96afb63fd313558fec3

Position: $20.2k
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