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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

Yes68¢No32¢Ends Wed, Nov 8, 2028View on Polymarket
SIGNAL

⚖️

Neutral

Yes

Consensus Traders

13

Yes 15%

Total Value

$2.4K

Combined PnL

$242.94

Smart Money Entry

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

Yes

2 of 13 top traders (15%)11 hold an outcome priced under 50%10 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes68%
No33%

Smart Money Breakdown by Outcome

Yes2 traders
Total Value$2.1K
Total Shares3,154
Combined PnL+$275.11
No11 traders
Total Value$338.05
Total Shares1,052
Combined PnL-$32.18
Yes — 15%No — 85%

Signal Intelligence

Momentum

Cooling

+2 pts consensus

Breadth

2 traders

Top 2 hold 100%

Freshness

Fresh

3h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

15% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 100% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
The hand-picked list (1 on Yes) and the top 1000 (12 on No) disagree here.
ctrNo 100% · 2
Diverging
Hand-pickedYes 100% · 1
Aligned
Top 1000No 92% · 12
Diverging

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EV Calculator

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

Break-even chance69.4%

67.5¢ price + 1.0¢ spread + 0.9¢ fee (Politics 4%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$44.17
Max Loss
-$100.00
Shares
144.2

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
0x4277be44...2f5d5f
Slug
will-the-democrats-win-north-carolina-in-the-2028-presidential-election
Trade on Polymarket