
Will Republicans win Michigan, and lose Alaska, Iowa, Kansas, Maine, Ohio, and Texas?
4 of 9 top Polymarket traders hold No (44%) · No at 99¢ · $14K held · ends Nov 3
⚖️
Neutral
No
9
No 44%
$14.2K
$2.1K
99¢ → 99.5¢
+0% 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.
- Quality net +3 or moreNot confirmed. Oct 22 backtest: net +3 when the consensus formed made +7.2 % a trade (n 358), with 5 events giving two thirds of it. Full year, out of sample, the closest rule (3+ proven winners, two thirds on the side) lost −1.9 % a trade (n 49,161, 95 % CI −2.6 to −1.1).
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%3 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 | $6.3K | +$2.0K | 43% 552-726 (1278) |
![]() balthazar | Noavg 99.2¢ | $4.6K | $4.6K | -$12.23 | 61% 21089-13426 (34515) |
MI milkteaboba | Noavg 98.2¢ | $1.7K | $1.7K | +$26.95 | 69% 38-17 (55) |
BU BunCaCham | Noavg 99.4¢ | $1.1K | $1.1K | -$5 | 97% 2573-66 (2639) |
SN SnapElectionAvoiderCTR | Yesavg 0.8¢ | $230.37 | $220.49 | +$78.13 | 52% 1139-1031 (2170) |
PO poposub | Noavg 99.4¢ | $265.81 | $192.98 | -$0.29 | 45% 2053-2462 (4515) |
![]() LolakisCTR<$100 | Yesavg 1¢ | $50 | $12.22 | +$0.58 | 61% 655-414 (1069) |
![]() themagicofcinemaCTR<$100 | Yesavg 0.7¢ | $0.18 | $0.28 | +$0.09 | 66% 413-210 (623) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 0.8¢ | $0.14 | $0.04 | -$0.09 | — 0-3 (3) |
Invested
$4,252.8
Value
$6.3K
PnL
+$2.0K
Record
43%
552-726 (1278)
balthazarInvested
$4,624.82
Value
$4.6K
PnL
-$12.23
Record
61%
21089-13426 (34515)
Invested
$1,713.65
Value
$1.7K
PnL
+$26.95
Record
69%
38-17 (55)
Invested
$1,104.33
Value
$1.1K
PnL
-$5
Record
97%
2573-66 (2639)
Invested
$230.37
Value
$220.49
PnL
+$78.13
Record
52%
1139-1031 (2170)
Invested
$265.81
Value
$192.98
PnL
-$0.29
Record
45%
2053-2462 (4515)
LolakisCTR<$100Invested
$50
Value
$12.22
PnL
+$0.58
Record
61%
655-414 (1069)
themagicofcinemaCTR<$100Invested
$0.18
Value
$0.28
PnL
+$0.09
Record
66%
413-210 (623)
Invested
$0.14
Value
$0.04
PnL
-$0.09
Record
—
0-3 (3)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
99.5¢ 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 — $6.3K

balthazar
No — $4.6K
milkteaboba
No — $1.7K
BunCaCham
No — $1.1K
SnapElectionAvoider
CTRYes — $220.49
poposub
No — $192.98

Lolakis
CTRYes — $12.22

themagicofcinema
CTRYes — $0.28
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.04