PolyConsensus
Back to Markets

Will commitments to the 1W public sale exceed $30M?

3 of 4 top Polymarket traders hold Yes (75%) · Yes at 68¢ · $6K held · ends Nov 3

Yes68¢No32¢Ends Tue, Nov 3, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Yes

Consensus Traders

4

Yes 75%

2 arb excluded

Total Value

$5.8K

Combined PnL

$277.77

Smart Money Entry

56.2¢ → 67.5¢

+20% since entry · 3 traders

Research grade

NeutralYes at 68%

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 %).

  • Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.

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

Yes

3 of 4 top traders (75%)2 arbitrage traders dimmed1 holds an outcome priced under 50%

Market Activity
Loading chart data…

Outcome Probabilities

Yes68%
No33%

Smart Money Breakdown by Outcome

Yes3 traders
Total Value$4.6K
Total Shares7,170
Combined PnL+$500.3
No1 trader
Total Value$731.99
Total Shares2,400
Combined PnL-$222.53
Yes — 75%No — 25%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

3 traders

Top 2 hold 97%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

60% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 97% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
The hand-picked list (1 on Yes) and the top 1000 (4 on No) disagree here.
whaleYes 50% · 2
Aligned
sharpNo 100% · 1
Diverging
ctrYes 75% · 4
Aligned
Hand-pickedYes 100% · 1
Aligned
Top 1000No 50% · 4
Diverging

Chat

Sign in with your wallet to post.

EV Calculator

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

Break-even chance69.6%

67.5¢ price + 1.0¢ spread + 1.1¢ fee (Other / General 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$43.72
Max Loss
-$100.00
Shares
143.7

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
0x646198f1...835a41
Slug
over-30m-committed-to-the-1w-public-sale
Trade on Polymarket