CM ClearMarket
SYSTEM: LIVE · PRICES: HOURLY REFRESH · COVERAGE: ~2,450 EVENTS / ~16,400 MARKETS · KALSHI + POLYMARKET

Satoshi Bitcoin movement by year-end consensus holds deeply skeptical

Polymarket 6%
record: CMSIG2026070407 | category: momentum-repricing | target: CM-EVT-3030994QH5 | published: 2026-07-04
4-bullet brief | narrative
  • Polymarket prices only a 6% probability that Satoshi moves any Bitcoin by end of 2026, resolved via UMA oracle.
  • The quantum freeze debate draws fresh attention to dormant Satoshi coins, but the market treats voluntary movement by Satoshi as a very low-probability event regardless of the external threat.
  • A companion Kalshi contract (CM-EVT-77NC57P468) puts only 5% on Satoshi moving any Bitcoin by 2027, showing near-identical skepticism across venues and a slightly longer horizon.
  • The near-zero pricing across both venues implies the market is not pricing in the quantum threat as a trigger for Satoshi action, the proposal itself is the news, not evidence of movement.
atomic briefs
[01] news_event
significance
surfaced in the daily Exa news-cycle scan; mechanically matched to an active polymarket market
story
Binance founder Changpeng Zhao proposed freezing Satoshi Nakamoto's 1.1 million Bitcoin before quantum computers can compromise them, sparking fierce industry debate.exa_search → coindesk.com · as_of 2026-07-05T10:07:52+00:00
[mediated]
publisher
coindesk.com
published_at
2026-07-04T18:00:00.000Z
[02] pm_response
interp
Polymarket binary contract resolving via UMA oracle; cross-venue agreement at 5-6% makes this one of the most consensus-bound outcomes in the crypto prediction market landscape.llm_judge_cm_signal_v1
[editorial]
evaluation

News-cycle wires publish on coverage, not editorial selection — the day’s top stories matched to the prediction markets pricing them, so nothing is cherry-picked.

judge_engine
none — deterministic news-cycle scan
judge_verdict
auto_published
judge_confidence
n/a — no judge gate (deterministic publishing)
prompt_template
news_cycle_v1 github · auditable
match_method
entity_slug_match (mechanical)
citation graph

Every wire traces back to the ClearMarket event it is built on, and out to each venue’s own market page — so any figure here can be verified at its source.

external
venue_a
polymarket · 0x3b0107a80edd066fe987784d7ab5963c177888433efbec10689951c17320606c
programmatic access · four surfaces, same payload

AI grounded search reads embedded JSON-LD in HTML. Developers query REST. Agentic AI clients (Claude Desktop, Cursor) call MCP tools. AI crawlers index via /llms.txt. Same canonical record at every surface.

HTMLbrowsers, AI grounded search, crawlers (contains embedded JSON-LD @type: Dataset)https://clearmarket.fyi/signals/satoshi-moves-bitcoin-by-end-of-2026-polymarket-6-2026-07-04/
JSONREST API for developershttps://clearmarket.fyi/signals/satoshi-moves-bitcoin-by-end-of-2026-polymarket-6-2026-07-04.json
MCPagentic AI tool call (Claude Desktop, Cursor, Continue)clearmarket.get_signal("satoshi-moves-bitcoin-by-end-of-2026-polymarket-6-2026-07-04")
AGENTAI crawler discovery index/llms.txt

PM data: platform APIs (hourly refresh). News context: retrieved with source citations. Editorial judgment: LLM judge with prompt template versioned per wire type. Per-claim provenance inline above; full per-field provenance map at the JSON endpoint under field_provenance.

raw JSON record · same payload returned by REST endpoint
{
  "$schema": "https://clearmarket.fyi/schema/signal/v1.json",
  "provenance_version": "0.2.0",
  "record_id": "CMSIG2026070407",
  "published_at": "2026-07-04T18:00:00.000Z",
  "detection": "news_cycle",
  "category_tag": "MOMENTUM_REPRICING",
  "secondary_tags": [],
  "pre_news_classification": "concurrent",
  "target_event_id": "CM-EVT-3030994QH5",
  "target_event_slug": "will-satoshi-move-any-bitcoin-in-2026",
  "event_question": "Will Satoshi move any Bitcoin by the end of 2026?",
  "bullets": [
    "Polymarket prices only a 6% probability that Satoshi moves any Bitcoin by end of 2026, resolved via UMA oracle.",
    "The quantum freeze debate draws fresh attention to dormant Satoshi coins, but the market treats voluntary movement by Satoshi as a very low-probability event regardless of the external threat.",
    "A companion Kalshi contract (CM-EVT-77NC57P468) puts only 5% on Satoshi moving any Bitcoin by 2027, showing near-identical skepticism across venues and a slightly longer horizon.",
    "The near-zero pricing across both venues implies the market is not pricing in the quantum threat as a trigger for Satoshi action, the proposal itself is the news, not evidence of movement."
  ],
  "atomic_claims": [
    {
      "type": "news_event",
      "field_provenance": {
        "story": {
          "tier": "mediated",
          "method": "exa_search",
          "source": "coindesk.com",
          "source_url": "https://www.coindesk.com/business/2026/07/04/bitcoin-experts-split-over-plan-to-freeze-satoshi-s-1-1-million-bitcoin-as-quantum-threat-grows",
          "retrieved_at": "2026-07-05T10:07:52+00:00"
        }
      },
      "significance": {
        "threshold": 5,
        "threshold_unit": "rank",
        "passed": true,
        "reason": "surfaced in the daily Exa news-cycle scan; mechanically matched to an active polymarket market"
      },
      "story": "Binance founder Changpeng Zhao proposed freezing Satoshi Nakamoto's 1.1 million Bitcoin before quantum computers can compromise them, sparking fierce industry debate.",
      "publisher": "coindesk.com",
      "published_at": "2026-07-04T18:00:00.000Z",
      "source_url": "https://www.coindesk.com/business/2026/07/04/bitcoin-experts-split-over-plan-to-freeze-satoshi-s-1-1-million-bitcoin-as-quantum-threat-grows"
    },
    {
      "type": "pm_response",
      "field_provenance": {
        "notes": {
          "tier": "editorial",
          "method": "llm_judge_cm_signal_v1"
        }
      },
      "notes": "Polymarket binary contract resolving via UMA oracle; cross-venue agreement at 5-6% makes this one of the most consensus-bound outcomes in the crypto prediction market landscape."
    }
  ],
  "evaluation": {
    "judge_engine": "none — deterministic news-cycle scan",
    "judge_verdict": "auto_published",
    "judge_confidence": null,
    "prompt_template": "news_cycle_v1"
  },
  "citations": {
    "internal": {
      "cm_event": "/events/will-satoshi-move-any-bitcoin-in-2026/",
      "related": []
    },
    "external": {
      "venue_a": null,
      "venue_b": null,
      "benchmark": null
    }
  },
  "sources": [
    {
      "label": "coindesk.com: A plan to freeze the creator's Bitcoin sparks fierce debate over crypt",
      "url": "https://www.coindesk.com/business/2026/07/04/bitcoin-experts-split-over-plan-to-freeze-satoshi-s-1-1-million-bitcoin-as-quantum-threat-grows",
      "published_at": "2026-07-04T18:00:00.000Z",
      "retrieved_at": "2026-07-05T10:07:52+00:00"
    }
  ],
  "field_provenance": {
    "pm_data": "polymarket_api",
    "news_context": "exa_search",
    "editorial_judgment": "cm_signal_llm_judge"
  }
}
PROVENANCE PROTOCOL v0.2 · [direct] venue api · [mediated] grounded web fetch + source url · [derived] computed from listed inputs · [editorial] versioned llm judgment · full spec /schema/provenance/v1
record CMSIG2026070407 published 2026-07-04T18:00:00.000Z signature sha256-0ec6f7c5c55… ← underlying event all signals →