
Will the Democratic Party win the NC-08 House seat?
2 of 6 top Polymarket traders hold No (33%) · No at 96¢ · $433 held · ends Nov 4
⚖️
Neutral
No
6
No 33%
$433
$31.64
87¢ → 96¢
+10% since entry · 2 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
2 of 6 top traders (33%)4 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
IN influenz.eth | Noavg 85¢ | $303.45 | $344.33 | +$40.88 | 42% 9929-13841 (23770) |
XT xtxpleasecallme<$100 | Noavg 96.4¢ | $84.47 | $81.71 | -$2.76 | 35% 14744-26906 (41650) |
CR cry.eth2CTR<$100 | Yesavg 7.6¢ | $10.71 | $5.02 | -$5.69 | 40% 9437-14102 (23539) |
LI lissartterCTR<$100 | Yesavg 4.8¢ | $2.4 | $1.78 | -$0.63 | 42% 5191-7110 (12301) |
CB Cb94C437EA5e6f088c6c0C143c592ab8EFBedCTR<$100 | Yesavg 1.8¢ | $0.18 | $0.36 | +$0.18 | 53% 6286-5517 (11803) |
PE peepeepooppoopCTR<$100 | Yesavg 15¢ | $0.45 | $0.11 | -$0.34 | 52% 2017-1845 (3862) |
Invested
$303.45
Value
$344.33
PnL
+$40.88
Record
42%
9929-13841 (23770)
Invested
$84.47
Value
$81.71
PnL
-$2.76
Record
35%
14744-26906 (41650)
Invested
$10.71
Value
$5.02
PnL
-$5.69
Record
40%
9437-14102 (23539)
Invested
$2.4
Value
$1.78
PnL
-$0.63
Record
42%
5191-7110 (12301)
Invested
$0.18
Value
$0.36
PnL
+$0.18
Record
53%
6286-5517 (11803)
Invested
$0.45
Value
$0.11
PnL
-$0.34
Record
52%
2017-1845 (3862)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
96.0¢ price + 1.0¢ spread + 0.1¢ fee (Politics 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.