
Will Discord’s market cap be between $17B and $20B at market close on IPO day by December 31, 2027?
7 of 8 top Polymarket traders hold No (88%) · No at 99¢ · $1K held · ends Jan 1, 2028
⚖️
Neutral
No
8
No 88%
$1.2K
-$7.34
99.5¢ → 99.1¢
+0% since entry · 7 traders
Research grade
NeutralNo at 99%
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
7 of 8 top traders (88%)1 holds an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
QW qwen300.fund | Noavg 99.6¢ | $555.28 | $551.97 | -$3.32 | 28% 2422-6146 (8568) |
CI cigarettes | Noavg 99.3¢ | $297.94 | $295.95 | -$1.99 | 52% 5296-4806 (10102) |
![]() balthazar | Noavg 99.6¢ | $199.12 | $197.69 | -$1.43 | 50% 4487-4433 (8920) |
NO northdrawer<$100 | Noavg 99.3¢ | $59.61 | $59.43 | -$0.18 | 26% 888-2504 (3392) |
GO god83743894<$100 | Noavg 99.4¢ | $29.82 | $29.6 | -$0.22 | 4% 15-322 (337) |
GR graynotebook19<$100 | Noavg 99.3¢ | $29.79 | $29.1 | -$0.69 | 25% 806-2476 (3282) |
BI Bigggggggg<$100 | Noavg 99.6¢ | $10.96 | $10.87 | -$0.08 | 53% 1595-1413 (3008) |
![]() LornaPredictsCTR<$100 | Yesavg 0.6¢ | $0.46 | $1.03 | +$0.57 | 16% 10-52 (62) |
Invested
$555.28
Value
$551.97
PnL
-$3.32
Record
28%
2422-6146 (8568)
Invested
$297.94
Value
$295.95
PnL
-$1.99
Record
52%
5296-4806 (10102)
balthazarInvested
$199.12
Value
$197.69
PnL
-$1.43
Record
50%
4487-4433 (8920)
Invested
$59.61
Value
$59.43
PnL
-$0.18
Record
26%
888-2504 (3392)
Invested
$29.82
Value
$29.6
PnL
-$0.22
Record
4%
15-322 (337)
Invested
$29.79
Value
$29.1
PnL
-$0.69
Record
25%
806-2476 (3282)
Invested
$10.96
Value
$10.87
PnL
-$0.08
Record
53%
1595-1413 (3008)
LornaPredictsCTR<$100Invested
$0.46
Value
$1.03
PnL
+$0.57
Record
16%
10-52 (62)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
99.1¢ price + 1.0¢ spread + 0.0¢ fee (Finance 4%). 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.