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Will Kraken be first to list tokenized stocks in the US?

3 of 5 top Polymarket traders hold No (60%) · No at 90¢ · $2K held · ends Jan 1, 2028

Yes10¢No90¢Ends Sat, Jan 1, 2028View on Polymarket
SIGNAL

⚖️

Neutral

No

Consensus Traders

5

No 60%

Total Value

$2.4K

Combined PnL

$609.25

Smart Money Entry

62.7¢ → 90.3¢

+44% since entry · 3 traders

Research grade

NeutralNo at 90%

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 %).

  • Favourite (60–95¢)0.70–0.90 was about break-even after costs, +0.4 % a trade (n 4,327); 0.60–0.95 with 70 %+ and $10k+ +2.9 % (n 955). The consensus beats its price by 2–3 points here, about what the costs take.

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

No

3 of 5 top traders (60%)2 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Yes10%
No90%

Smart Money Breakdown by Outcome

No3 traders
Total Value$2.3K
Total Shares2,420
Combined PnL+$609.13
Yes2 traders
Total Value$93.71
Total Shares1,151
Combined PnL+$0.12
No — 60%Yes — 40%

Signal Intelligence

Momentum

Building

+0 pts consensus

Breadth

3 traders

Top 2 hold 88%

Freshness

Late

534h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

60% of non-arb traders are on No. Concentration is driven by the top two positions owning 88% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
The hand-picked list (2 on No) and the top 1000 (3 on Yes) disagree here.
whaleNo 100% · 1
Aligned
sharpYes 100% · 1
Diverging
ctrNo 100% · 3
Aligned
Hand-pickedNo 100% · 2
Aligned
Top 1000Yes 67% · 3
Diverging

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EV Calculator

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

Break-even chance91.7%

90.3¢ price + 1.0¢ spread + 0.3¢ fee (Finance 4%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$9.09
Max Loss
-$100.00
Shares
109.1

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
0x9aa7057f...2ad1e3
Slug
will-kraken-be-first-to-list-tokenized-stocks-in-the-us
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