
Will Republicans win Iowa, Kansas, Maine, and Texas, and lose Alaska, Michigan, and Ohio?
4 of 9 top Polymarket traders hold No (44%) · No at 99¢ · $13K held · ends Nov 3
⚖️
Neutral
No
9
No 44%
$12.9K
$3.2K
98.4¢ → 99.2¢
+1% since entry · 4 traders
Research grade
NeutralNo at 99%
No measured edge, which here means a loss: the plain consensus (5+ holders, 60 %+, held to resolution) lost −3.0 % a trade after costs out of sample in the full-year test (n 86,296, 95 % CI −3.6 to −2.4 %).
- Side priced over 95¢Full year, out of sample: 0.90–0.95 −0.2 % a trade (n 12,989, 95 % CI −0.6 to +0.3); above 95¢ little is left to win and the tests stop at 0.95.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
The rules come from our Oct 22 2026 backtest (one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees). Our full-year test without hindsight (Oct 26 2026) found none of them profitable out of sample, and the plain consensus lost −3.0 % a trade. The grade describes the market; it is not a forecast, not an edge and not advice.
Smart Money Signal
4 of 9 top traders (44%)5 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
BR BreakTheBankCTR | Yesavg 0.7¢ | $4.3K | $7.5K | +$3.2K | 43% 552-726 (1278) |
![]() balthazar | Noavg 98.4¢ | $4.8K | $4.8K | +$21.41 | 61% 21089-13426 (34515) |
PO poposub | Noavg 98.2¢ | $263.37 | $266.01 | +$2.64 | 45% 2053-2462 (4515) |
![]() TimeTravelerCTR | Yesavg 1¢ | $150 | $127.5 | -$22.5 | 42% 1963-2767 (4730) |
ME merod<$100 | Noavg 98.9¢ | $49.92 | $49.89 | -$0.03 | 52% 2459-2280 (4739) |
KO korda77<$100 | Noavg 98.9¢ | $31.65 | $31.62 | -$0.03 | 52% 4965-4595 (9560) |
SN SnapElectionAvoiderCTR<$100 | Yesavg 0.8¢ | $27.62 | $25.09 | +$1.98 | 52% 1139-1031 (2170) |
![]() LolakisCTR<$100 | Yesavg 1.2¢ | $65.86 | $14.37 | -$21.93 | 61% 655-414 (1069) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 0.8¢ | $0.14 | $0.44 | +$0.31 | — 0-3 (3) |
Invested
$4,252.8
Value
$7.5K
PnL
+$3.2K
Record
43%
552-726 (1278)
balthazarInvested
$4,821.28
Value
$4.8K
PnL
+$21.41
Record
61%
21089-13426 (34515)
Invested
$263.37
Value
$266.01
PnL
+$2.64
Record
45%
2053-2462 (4515)
TimeTravelerCTRInvested
$150
Value
$127.5
PnL
-$22.5
Record
42%
1963-2767 (4730)
Invested
$49.92
Value
$49.89
PnL
-$0.03
Record
52%
2459-2280 (4739)
Invested
$31.65
Value
$31.62
PnL
-$0.03
Record
52%
4965-4595 (9560)
Invested
$27.62
Value
$25.09
PnL
+$1.98
Record
52%
1139-1031 (2170)
LolakisCTR<$100Invested
$65.86
Value
$14.37
PnL
-$21.93
Record
61%
655-414 (1069)
Invested
$0.14
Value
$0.44
PnL
+$0.31
Record
—
0-3 (3)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
99.2¢ price + 1.0¢ spread + 0.0¢ fee (Politics 4%). Win more often than this and the bet pays.
A market order pays the taker fee and crosses the spread (assumed 1.0¢); a limit order pays no fee but may not fill. The fee category is a guess from the title.
Market Info
Traders in this Market
BreakTheBank
CTRYes — $7.5K

balthazar
No — $4.8K
poposub
No — $266.01

TimeTraveler
CTRYes — $127.5
merod
No — $49.89
korda77
No — $31.62
SnapElectionAvoider
CTRYes — $25.09

Lolakis
CTRYes — $14.37
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.44