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DeepSeek matches Anthropic's evaluator commitment by October 31?

4 of 5 top Polymarket traders hold No (80%) · No at 96¢ · $802 held · ends Nov 1

Yes4¢No96¢Ends Sun, Nov 1, 2026View on Polymarket
SIGNAL

⚖️

Neutral

No

Consensus Traders

5

No 80%

Total Value

$802.39

Combined PnL

$30.38

Smart Money Entry

90.7¢ → 95.7¢

+5% since entry · 4 traders

Research grade

NeutralNo at 96%

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.

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

No

4 of 5 top traders (80%)1 holds an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Yes4%
No96%

Smart Money Breakdown by Outcome

No4 traders
Total Value$792.12
Total Shares834
Combined PnL+$39.66
Yes1 trader
Total Value$10.26
Total Shares247
Combined PnL-$9.27
No — 80%Yes — 20%

Signal Intelligence

Momentum

Surging

+20 pts consensus

Breadth

4 traders

Top 2 hold 81%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

80% of non-arb traders are on No. Concentration is driven by the top two positions owning 81% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleNo 100% · 3
Aligned
sharpNo 67% · 3
Aligned
ctrNo 100% · 1
Aligned
Hand-pickedNo 100% · 3
Aligned
Top 1000No 67% · 3
Aligned

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EV Calculator

Consensus % is how many tracked traders hold a side, not a win probability.

Break-even chance96.8%

95.7¢ price + 1.0¢ spread + 0.1¢ fee (Tech 4%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$3.28
Max Loss
-$100.00
Shares
103.3

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

Condition ID
0x4b1c1fcf...83982e
Slug
deepseek-matches-anthropics-evaluator-commitment-by-october-31
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