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PolyConsensus
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Will the Democratic Party candidate win the 2026 TX-28 House election by 18%-21%?

12 of 16 top Polymarket traders hold No (75%) · No at 78¢ · $979 held · ended Nov 4

Yes22¢No78¢Ended Wed, Nov 4, 2026View on Polymarket
SIGNAL

⚖️

Neutral

No

Consensus Traders

16

No 75%

Total Value

$979.06

Combined PnL

$494

Smart Money Entry

91.2¢ → 78.3¢

-14% since entry · 12 traders

Research grade

NeutralNo at 78%

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

No

12 of 16 top traders (75%)4 hold an outcome priced under 50%12 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes22%
No78%

Smart Money Breakdown by Outcome

Yes4 traders
Total Value$529.36
Total Shares1,431
Combined PnL+$576.18
No12 traders
Total Value$449.7
Total Shares583
Combined PnL-$82.18
Yes — 25%No — 75%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

9 traders

Top 2 hold 49%

Freshness

Mature

35h old

Flip Quality

Watch

1 consensus flip

Breadth vs concentrationBroad

75% of non-arb traders are on No. Concentration is driven by the top two positions owning 49% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
The hand-picked list (3 on Yes) and the top 1000 (10 on No) disagree here.
whaleNo 100% · 1
Aligned
sharpNo 100% · 1
Aligned
ctrYes 50% · 4
Diverging
Hand-pickedYes 67% · 3
Diverging
Top 1000No 90% · 10
Aligned
0X
0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938CTR
Yes

Invested

$89.32

Value

$290.49

PnL

+$206.01

Record

45%

2819-3389 (6208)

QW
qwen300.fund
No

Invested

$199.25

Value

$207.69

PnL

+$8.44

Record

59%

11831-8157 (19988)

ChungvicularCTR
Yes

Invested

$16.5

Value

$185.5

PnL

+$204.75

Record

46%

79-91 (170)

GO
godblessme2026<$100
No

Invested

$72.99

Value

$50.32

PnL

-$22.67

Record

42%

7010-9803 (16813)

balthazar<$100
No

Invested

$70.94

Value

$50.06

PnL

-$20.88

Record

53%

29253-26162 (55415)

Lucerys<$100
No

Invested

$58.5

Value

$44.03

PnL

-$14.47

Record

77%

12521-3667 (16188)

XT
xtxpleasecallmeCTR
Yes

Invested

$171.97

Value

$41.99

PnL

+$158.09

Record

35%

18146-33983 (52129)

DO
donthackme<$100
No

Invested

$50.03

Value

$37.98

PnL

-$12.05

Record

73%

12861-4791 (17652)

PL
plainfolder<$100
No

Invested

$26.12

Value

$16.98

PnL

-$9.14

Record

31%

3472-7762 (11234)

2B9SCTR<$100
Yes

Invested

$4.05

Value

$11.37

PnL

+$7.32

Record

18%

4279-20045 (24324)

0X
0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579<$100
No

Invested

$10.83

Value

$11.07

PnL

+$0.23

Record

39%

1054-1655 (2709)

0X
0x9b129aD05Bc0a8df3C73DfCC66fE75252DaEC2D5-1778811687225<$100
No

Invested

$10.82

Value

$8.04

PnL

-$2.78

Record

40%

2175-3220 (5395)

0X
0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658<$100
No

Invested

$10.74

Value

$8.01

PnL

-$2.73

Record

39%

1084-1679 (2763)

0X
0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293<$100
No

Invested

$10.7

Value

$7.98

PnL

-$2.72

Record

47%

1688-1871 (3559)

0X
0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343<$100
No

Invested

$6.14

Value

$4.4

PnL

-$1.73

Record

47%

2137-2439 (4576)

LU
luciebot<$100
No

Invested

$4.84

Value

$3.15

PnL

-$1.69

Record

32%

2511-5383 (7894)

Chat

EV Calculator

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

Break-even chance80.0%

78.3¢ price + 1.0¢ spread + 0.7¢ fee (Politics 4%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$25.07
Max Loss
-$100.00
Shares
125.1

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
0x8ba888ce...6495cc
Slug
will-the-democratic-party-candidate-win-the-2026-tx-28-house-election-by-18-21
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