
Will the Democrats win North Carolina in the 2028 Presidential Election?
2 of 13 top Polymarket traders hold Yes (15%) · Yes at 68¢ · $2K held · ends Nov 8, 2028
⚖️
Neutral
Yes
13
Yes 15%
$2.4K
$242.94
57.7¢ → 67.5¢
+17% since entry · 2 traders
Research grade
NeutralYes at 68%
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 %).
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
- 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
2 of 13 top traders (15%)11 hold an outcome priced under 50%10 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Cooling
+2 pts consensus
Breadth
2 traders
Top 2 hold 100%
Freshness
Fresh
3h old
Flip Quality
Clean
0 consensus flips
15% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
CR Crock95 | Yesavg 57.6¢ | $1.8K | $2.0K | +$257.78 | — |
![]() HaradwaithCTR | Noavg 40¢ | $223.2 | $177.64 | -$45.56 | 29% 308-740 (1048) |
XT xtxpleasecallme | Yesavg 62.8¢ | $137.03 | $70.83 | +$17.33 | 38% 3804-6225 (10029) |
CI cigarettesCTR<$100 | Noavg 28.8¢ | $59.63 | $67.29 | +$7.67 | 53% 7468-6589 (14057) |
0X 0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343CTR<$100 | Noavg 28¢ | $26.07 | $30.26 | +$4.19 | 51% 945-892 (1837) |
![]() LornaPredictsCTR<$100 | Noavg 31¢ | $20.4 | $21.39 | +$0.99 | 14% 103-624 (727) |
0X 0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493CTR<$100 | Noavg 30.6¢ | $10.5 | $11.17 | +$0.67 | 58% 864-619 (1483) |
SU SulkingCryptoCTR<$100 | Noavg 42¢ | $9.89 | $7.49 | -$2.39 | 15% 29-161 (190) |
0X 0x1F85EB9C455c5BDEF5D96C2739076678c7157B02-1778811447702CTR<$100 | Noavg 28.8¢ | $6.59 | $7.44 | +$0.85 | 52% 909-844 (1753) |
0X 0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023CTR<$100 | Noavg 29.4¢ | $4.77 | $5.28 | +$0.51 | 47% 887-1007 (1894) |
0X 0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658CTR<$100 | Noavg 30¢ | $3.96 | $4.29 | +$0.33 | 57% 836-638 (1474) |
0X 0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579CTR<$100 | Noavg 29.3¢ | $3.74 | $4.15 | +$0.4 | 50% 919-925 (1844) |
0X 0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293CTR<$100 | Noavg 29¢ | $1.46 | $1.64 | +$0.18 | 49% 854-884 (1738) |
Invested
$1,761.28
Value
$2.0K
PnL
+$257.78
Record
—
HaradwaithCTRInvested
$223.2
Value
$177.64
PnL
-$45.56
Record
29%
308-740 (1048)
Invested
$137.03
Value
$70.83
PnL
+$17.33
Record
38%
3804-6225 (10029)
Invested
$59.63
Value
$67.29
PnL
+$7.67
Record
53%
7468-6589 (14057)
Invested
$26.07
Value
$30.26
PnL
+$4.19
Record
51%
945-892 (1837)
LornaPredictsCTR<$100Invested
$20.4
Value
$21.39
PnL
+$0.99
Record
14%
103-624 (727)
Invested
$10.5
Value
$11.17
PnL
+$0.67
Record
58%
864-619 (1483)
Invested
$9.89
Value
$7.49
PnL
-$2.39
Record
15%
29-161 (190)
Invested
$6.59
Value
$7.44
PnL
+$0.85
Record
52%
909-844 (1753)
Invested
$4.77
Value
$5.28
PnL
+$0.51
Record
47%
887-1007 (1894)
Invested
$3.96
Value
$4.29
PnL
+$0.33
Record
57%
836-638 (1474)
Invested
$3.74
Value
$4.15
PnL
+$0.4
Record
50%
919-925 (1844)
Invested
$1.46
Value
$1.64
PnL
+$0.18
Record
49%
854-884 (1738)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
67.5¢ price + 1.0¢ spread + 0.9¢ 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.
Market Info
Traders in this Market
Crock95
Yes — $2.0K

Haradwaith
CTRNo — $177.64
xtxpleasecallme
Yes — $70.83
cigarettes
CTRNo — $67.29
0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343
CTRNo — $30.26

LornaPredicts
CTRNo — $21.39
0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493
CTRNo — $11.17
SulkingCrypto
CTRNo — $7.49
0x1F85EB9C455c5BDEF5D96C2739076678c7157B02-1778811447702
CTRNo — $7.44
0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023
CTRNo — $5.28