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Will NEC win on 2026-10-25?

3 of 11 top Polymarket traders hold Yes (27%) · Yes at 51¢ · $29K held · ended Oct 25

Yes51¢No49¢Ended Sun, Oct 25, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Yes

Consensus Traders

11

Yes 27%

1 arb excluded

Total Value

$28.9K

Combined PnL

-$318.52

Smart Money Entry

47¢ → 50.5¢

+7% since entry · 3 traders

Research grade

NeutralYes at 51%

No measured edge either way. The plain consensus (5+ holders, 60 %+, held to resolution) lost −4.8 % a trade after costs (n 10,051, 95 % CI −6.5 to −3.1 %).

  • Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
  • Side priced 50–60¢0.50–0.70 lost −3.2 % a trade pooled (n 3,834).

Backtest of Oct 22 2026: one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees. The grade never goes above “Research candidate”: no rule passed the multiple-testing check. It is not a forecast and not advice.

Smart Money Signal

Yes

3 of 11 top traders (27%)1 arbitrage trader dimmed8 hold an outcome priced under 50%1 small position dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Yes51%
No50%

Smart Money Breakdown by Outcome

Yes3 traders
Total Value$17.9K
Total Shares39,245
Combined PnL-$553.22
No8 traders
Total Value$8.2K
Total Shares15,101
Combined PnL+$234.7
Yes — 27%No — 73%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

1 traders

Top 2 hold 100%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

14% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 100% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleNo 100% · 3
Diverging
ctrNo 100% · 3
Diverging
Hand-pickedNo 100% · 5
Diverging
Top 1000No 67% · 3
Diverging

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EV Calculator

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

Break-even chance52.7%

50.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$89.58
Max Loss
-$100.00
Shares
189.6

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
0x0d7b0ff7...2d9795
Slug
ere-nec-gro-2026-10-25-nec
Trade on Polymarket