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Will the Republican Party win the AZ-01 House seat?

6 of 7 top Polymarket traders hold No (86%) · No at 79¢ · $13K held · ends Nov 4

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

⚖️

Neutral

No

Consensus Traders

7

No 86%

1 arb excluded

Total Value

$12.9K

Combined PnL

$159.95

Smart Money Entry

78.5¢ → 78.5¢

+0% since entry · 6 traders

Research grade

NeutralNo at 79%

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

6 of 7 top traders (86%)1 arbitrage trader dimmed1 holds an outcome priced under 50%1 small position dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Yes22%
No79%

Smart Money Breakdown by Outcome

No6 traders
Total Value$8.6K
Total Shares11,257
Combined PnL+$114.86
Yes1 trader
Total Value$199.64
Total Shares929
Combined PnL+$45.09
No — 86%Yes — 14%

Signal Intelligence

Momentum

Surging

-14 pts consensus

Breadth

6 traders

Top 2 hold 79%

Freshness

Late

160h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

86% of non-arb traders are on No. Concentration is driven by the top two positions owning 79% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleNo 100% · 1
Aligned
sharpNo 100% · 2
Aligned
ctrNo 67% · 3
Aligned
Hand-pickedNo 100% · 1
Aligned
Top 1000No 83% · 6
Aligned

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EV Calculator

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

Break-even chance80.2%

78.5¢ 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
+$24.76
Max Loss
-$100.00
Shares
124.8

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
0x680a8d22...73c0be
Slug
will-the-republican-party-win-the-az-01-house-seat
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