Part of: Strait of Hormuz traffic returns to normal by end of April?
Strait of Hormuz traffic returns to normal by end of April?
50 smart money signals detected, totaling $246,538.
Categories: Economy, ships, Iran, China, Geopolitics, Oil, U.S. x Iran, transit, Hormuz, Strait of Hormuz, Macro Geopolitics
Notable Trades
Repeat new-wallet whale
A 3-day-old wallet has repeatedly deployed large size and just put $27.5k into No at 90¢ on a major geopolitical shipping market, suggesting strong conviction despite no resolved track record yet.
- This 3-day-old wallet has already triggered 11 large-bet alerts totaling $158k
- They just bought $27.5k of No at 90¢, a concentrated bet that traffic will not normalize by April end
- The market is active and moved hard this week, so this looks like fresh conviction rather than a random punt
$27,450 on No | Wallet win rate: 100%
86% winner flips bearish
A highly profitable serial cross-market trader with an 86% win rate is making a fresh bearish trade here, and the sell converts into buying No around 87¢ on a market that has been falling.
- This bettor wins 86% of resolved trades and is up about $400k across nearly $7.0M traded
- They bet across 61 related markets in 32 events, which suggests a repeatable event-trading edge
- This trade is effectively a buy on No at 87¢, and the market has already dropped 12 points in the last day
$3,900 on No | Wallet win rate: 82%
14-wallet funded cluster
A 14-wallet linked cluster is backing No in a news-driven shipping market, and this wallet is part of a large cross-market trader with a solid 434-bet history.
- 14 linked wallets share the same funder and are positioning together, which signals coordinated conviction.
- This wallet has a real track record: 269 wins in 434 resolved bets and about $63.7k profit.
- They bought No at 88¢ in a market that fell 14 points in a day, backing the recent move in a news-driven market.
$2,640 on No | Wallet win rate: 61%
86% winner re-enters Yes
A highly profitable serial cross-market trader with an 86% win rate reopened a small Yes position at 18¢ in a major news-driven shipping market after previously trading both sides.
- This bettor wins 86% of their resolved trades and is up about $388k lifetime.
- They trade across 59 related markets and 32 events, which suggests a repeatable edge rather than a one-off bet.
- They bought Yes at 18¢ after the market fell 11 points in a day, signaling a fresh low-price re-entry in a news-driven market.
$1,440 on Yes | Wallet win rate: 82%
17-wallet funded cluster
A 17-wallet funded cluster is active again on a high-volume geopolitics market, and this wallet is joining the group by buying No at 80¢ despite recent selling pressure in Yes.
- 17 wallets funded by the same source have hit this market, which points to coordinated conviction rather than a one-off trade.
- This wallet has won 78% of its resolved bets and is up about $8k, so the flow comes from a bettor with at least some early proof of edge.
- They bought No at 80¢ while Yes fell about 10 points in the last day, aligning with recent market momentum.
$1,100 on No | Wallet win rate: 73%
Sharp bettor buying No
A highly profitable wallet with a long proven record is newly buying the No side at 81¢ via a Yes sale, which is notable despite the otherwise weak alert score.
- This bettor wins 77% of resolved trades and is up $1.7M lifetime across more than 1,000 bets
- The trade sells Yes at 19¢, which is equivalent to buying No at 81¢ in this binary market
- The market is liquid, so this looks more like a sharp opinion than a forced move from a thin order book
$1,140 on No | Wallet win rate: 77%
Sharp bettor buys No
A proven sharp wallet with a 76% win rate and strong edge is taking a fresh $2.7k position on No in this geopolitical shipping market at 69¢.
- This bettor wins 76% of their trades and has made about $167k in profit
- Their edge is strong for the prices they pay, with wins coming at average odds of just 30%
- They just bought No at 69¢ in a major event market that has been moving higher over the past week
$2,672 on No | Wallet win rate: 23%
74% winner re-enters Yes
A high-volume serial cross-market bettor with a 74% win rate opened a fresh $3.0k Yes position at 30¢ in a major event market after previously trading both sides, making this a credible thesis-driven re-entry rather than routine flow.
- This bettor has won 235 of 317 resolved trades and is up about $230k lifetime
- They trade across 108 markets in 70 events, suggesting a repeatable event-driven process rather than a one-off bet
- The new Yes buy came in at 30¢ on a liquid market, implying they see the traffic recovery odds as meaningfully higher than current pricing
$3,011 on Yes | Wallet win rate: 75%
74% winner re-enters Yes
A high-volume serial cross-market trader with a 74% win rate opened a fresh $13.9k Yes position at 32¢ in a major event market after previously closing both sides, suggesting a new directional view rather than routine position management.
- This bettor wins 74% of resolved trades across 317 markets and is up about $235k lifetime
- They just opened a fresh $13.9k Yes position at 32¢ after closing earlier positions on both sides
- Entry at 32¢ on a liquid market implies they see a meaningful rebound in Hormuz traffic despite the recent price jump
$13,920 on Yes | Wallet win rate: 75%
Sharp bettor buys No
A profitable sharp bettor with a 76% win rate and strong edge bought No at 73¢ in a major geopolitics market, making this a credible signal worth following.
- This bettor wins 76% of their trades and is up $167k across 45 resolved markets
- They bought No at 73¢ in a liquid geopolitics market, suggesting a clear view that traffic will not normalize by month-end
- Their history is strong for the prices they bet at, with average odds around 36¢ and a sizable edge over the market
$11,580 on No | Wallet win rate: 23%
Top Holders
- 0xde7b...5f4b — Outcome 77893140, $732,031 (80% win rate)
- 0xc851...cd2a — Outcome 77893140, $333,627 (51% win rate)
- 0xc658...b784 — Outcome 77893140, $326,525 (68% win rate)
- 0x1d16...e798 — Outcome 77893140, $202,589 (8% win rate)
- 0x7b02...4991 — Outcome 77893140, $185,038 (44% win rate)
- 0x8d0c...5839 — Outcome 56231474, $104,808 (74% win rate)
- 0x1faf...3b02 — Outcome 77893140, $77,317
- 0x4a2b...af20 — Outcome 77893140, $70,274 (43% win rate)
- 0xbb8e...b243 — Outcome 77893140, $67,671 (69% win rate)
- 0xc84f...e0c5 — Outcome 77893140, $62,000 (89% win rate)
Related Theses
Iran closes airspace May 22-24
Covers 6 related markets
Iran closes airspace late May
Covers 6 related markets
