
US-Iran Hormuz Agreement by November 6?
4 of 10 top Polymarket traders hold No (40%) · No at 96¢ · $33K held · ends Nov 7
⚖️
Neutral
No
10
No 40%
1 arb excluded
$33.0K
-$616.32
97.8¢ → 96.3¢
-2% 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.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
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 10 top traders (40%)1 arbitrage trader dimmed6 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Building
+4 pts consensus
Breadth
4 traders
Top 2 hold 100%
Freshness
Fresh
8h old
Flip Quality
Clean
0 consensus flips
40% of non-arb traders are on No. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
V1 V1nch0u | Noavg 98¢ | $30.4K | $29.8K | -$623.65 | 98% 2239-36 (2275) |
CO Contestable-ParfaitARB<$100 | Noavg 96¢ | $1.8K | $1.9K | +$92.83 | 41% 30-43 (73) |
| └ No leg | Noavg 96¢ | $1.3K | $1.3K | +$3.54 | |
| └ Yes leg | Yesavg 3.1¢ | $475.43 | $564.72 | +$89.29 | |
0X 0xc7D02944A76B9F83B199e9090ECC92C82d241F8a-1776944395495 | Noavg 96.1¢ | $1.1K | $1.1K | -$1.16 | 56% 18152-14046 (32198) |
HE HerrieDavis | Noavg 54¢ | $60.75 | $108 | +$47.25 | 36% 2155-3860 (6015) |
![]() xxNyxCTR<$100 | Yesavg 3.9¢ | $45.9 | $35.7 | -$10.2 | 82% 1764-396 (2160) |
CB Cb94C437EA5e6f088c6c0C143c592ab8EFBedCTR<$100 | Yesavg 4.1¢ | $80.15 | $32.86 | -$4.23 | 53% 7951-7061 (15012) |
ME melonmanmCTR<$100 | Yesavg 4.9¢ | $36.87 | $22.5 | -$14.37 | 66% 570-300 (870) |
LI lissartterCTR<$100 | Yesavg 5.8¢ | $18.34 | $9.5 | -$8.84 | 42% 5384-7432 (12816) |
BR browne<$100 | Noavg 97¢ | $8.79 | $8.7 | -$0.09 | 71% 180-73 (253) |
![]() LornaPredictsCTR<$100 | Yesavg 3.6¢ | $6.07 | $5.12 | -$0.96 | 20% 2469-9863 (12332) |
MO Monopoly_MoneyCTR<$100 | Yesavg 4.9¢ | $0.49 | $0.43 | -$0.06 | 62% 159-96 (255) |
Invested
$30,384.63
Value
$29.8K
PnL
-$623.65
Record
98%
2239-36 (2275)
Invested
$1,804.68
Value
$1.9K
PnL
+$92.83
Record
41%
30-43 (73)
Both legs:
Invested
$1,117.64
Value
$1.1K
PnL
-$1.16
Record
56%
18152-14046 (32198)
Invested
$60.75
Value
$108
PnL
+$47.25
Record
36%
2155-3860 (6015)
xxNyxCTR<$100Invested
$45.9
Value
$35.7
PnL
-$10.2
Record
82%
1764-396 (2160)
Invested
$80.15
Value
$32.86
PnL
-$4.23
Record
53%
7951-7061 (15012)
Invested
$36.87
Value
$22.5
PnL
-$14.37
Record
66%
570-300 (870)
Invested
$18.34
Value
$9.5
PnL
-$8.84
Record
42%
5384-7432 (12816)
Invested
$8.79
Value
$8.7
PnL
-$0.09
Record
71%
180-73 (253)
LornaPredictsCTR<$100Invested
$6.07
Value
$5.12
PnL
-$0.96
Record
20%
2469-9863 (12332)
Invested
$0.49
Value
$0.43
PnL
-$0.06
Record
62%
159-96 (255)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
96.3¢ price + 1.0¢ spread + no taker fee. 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
V1nch0u
No — $29.8K
Contestable-Parfait
ARBArbitrage — excluded
0xc7D02944A76B9F83B199e9090ECC92C82d241F8a-1776944395495
No — $1.1K
HerrieDavis
No — $108

xxNyx
CTRYes — $35.7
Cb94C437EA5e6f088c6c0C143c592ab8EFBed
CTRYes — $32.86
melonmanm
CTRYes — $22.5
lissartter
CTRYes — $9.5
browne
No — $8.7

LornaPredicts
CTRYes — $5.12