
Kazakhstan leading at halftime?
6 of 8 top Polymarket traders hold No (75%) · No at 100¢ · $2K held · ended Nov 13
⚖️
Neutral
No
8
No 75%
1 arb excluded
$2.1K
$30.34
89.9¢ → 100¢
+11% since entry · 6 traders
Research grade
NeutralNo at 100%
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
6 of 8 top traders (75%)1 arbitrage trader dimmed2 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
5 traders
Top 2 hold 74%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
71% of non-arb traders are on No. Concentration is driven by the top two positions owning 74% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
GO GoalLineGhost | Noavg 85.5¢ | $868.38 | $804.69 | +$52.86 | 54% 1849-1555 (3404) |
38 38791873984189 | Noavg 91.8¢ | $410.99 | $357.17 | -$27.14 | 48% 2787-3042 (5829) |
PV pvc975 | Noavg 99.9¢ | $331.2 | $331.36 | +$0.17 | 99% 258-3 (261) |
![]() dips. | Noavg 92¢ | $207.64 | $207.64 | +$0 | 46% 741-865 (1606) |
FL FlaznorpARB<$100 | Yesavg 15.5¢ | $242.71 | $154.39 | -$88.32 | 51% 3195-3131 (6326) |
| └ Yes leg | Yesavg 15.5¢ | $188.26 | $97.25 | -$91.01 | |
| └ No leg | Noavg 87.7¢ | $54.45 | $57.15 | +$2.7 | |
SM smithagent | Noavg 92¢ | $130.01 | $130.06 | +$0.05 | 43% 507-662 (1169) |
LI Limousin<$100 | Noavg 76.5¢ | $68.16 | $82.01 | +$13.85 | 35% 736-1380 (2116) |
![]() RN1CTR<$100 | Yesavg 18¢ | $17.39 | $7.73 | -$9.66 | 56% 4863-3816 (8679) |
CI cigarettesCTR<$100 | Yesavg 1¢ | $0.03 | $0.24 | +$0.21 | 53% 6646-5820 (12466) |
Invested
$868.38
Value
$804.69
PnL
+$52.86
Record
54%
1849-1555 (3404)
Invested
$410.99
Value
$357.17
PnL
-$27.14
Record
48%
2787-3042 (5829)
Invested
$331.2
Value
$331.36
PnL
+$0.17
Record
99%
258-3 (261)
dips.Invested
$207.64
Value
$207.64
PnL
+$0
Record
46%
741-865 (1606)
Invested
$242.71
Value
$154.39
PnL
-$88.32
Record
51%
3195-3131 (6326)
Both legs:
Invested
$130.01
Value
$130.06
PnL
+$0.05
Record
43%
507-662 (1169)
Invested
$68.16
Value
$82.01
PnL
+$13.85
Record
35%
736-1380 (2116)
RN1CTR<$100Invested
$17.39
Value
$7.73
PnL
-$9.66
Record
56%
4863-3816 (8679)
Invested
$0.03
Value
$0.24
PnL
+$0.21
Record
53%
6646-5820 (12466)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
100.0¢ price + 1.0¢ spread + 0.0¢ fee (Sports 5%). 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.