
Will the Republican Party win the TX-02 House seat?
4 of 13 top Polymarket traders hold Yes (31%) · Yes at 95¢ · $1K held · ended Nov 4
⚖️
Neutral
Yes
13
Yes 31%
1 arb excluded
$1.4K
$1.7K
81.8¢ → 94.5¢
+16% since entry · 4 traders
Research grade
NeutralYes at 95%
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
4 of 13 top traders (31%)1 arbitrage trader dimmed9 hold an outcome priced under 50%11 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Building
+6 pts consensus
Breadth
4 traders
Top 2 hold 91%
Freshness
Fresh
4h old
Flip Quality
Clean
0 consensus flips
33% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 91% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
SI SitsToPee | Yesavg 86¢ | $476.61 | $790.76 | +$1.7K | 59% 382-268 (650) |
0X 0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938 | Yesavg 72.6¢ | $354.21 | $326.85 | +$19.66 | 45% 2583-3110 (5693) |
XT xtxpleasecallmeARB<$100 | Noavg 22.2¢ | $254.37 | $159.3 | -$95.07 | 35% 17800-33165 (50965) |
| └ Yes leg | Yesavg 91.9¢ | $107.9 | $99.79 | -$8.11 | |
| └ No leg | Noavg 22.2¢ | $146.47 | $59.51 | -$86.96 | |
GA Gaditima<$100 | Yesavg 72.2¢ | $81.26 | $90.45 | +$9.19 | 48% 6965-7593 (14558) |
TH TheWindKnowsmyName<$100 | Yesavg 85.5¢ | $43.37 | $12.22 | -$17.46 | 55% 181-147 (328) |
LU luciebotCTR<$100 | Noavg 21.4¢ | $5.6 | $2.35 | -$3.24 | 30% 2222-5090 (7312) |
SH shiifooCTR<$100 | Noavg 23¢ | $4.6 | $1.8 | -$2.8 | 59% 3665-2556 (6221) |
0X 0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293CTR<$100 | Noavg 26.5¢ | $7.62 | $1.72 | -$5.89 | 47% 1638-1811 (3449) |
0X 0x9b129aD05Bc0a8df3C73DfCC66fE75252DaEC2D5-1778811687225CTR<$100 | Noavg 30¢ | $8.16 | $1.63 | -$6.53 | 40% 2112-3153 (5265) |
0X 0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493CTR<$100 | Noavg 25.3¢ | $3.59 | $1.28 | -$2.31 | 55% 4365-3560 (7925) |
0X 0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023CTR<$100 | Noavg 25¢ | $3.09 | $1.11 | -$1.98 | 41% 1145-1641 (2786) |
0X 0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579CTR<$100 | Noavg 15.3¢ | $2.63 | $1.03 | -$1.6 | 39% 1012-1603 (2615) |
CB Cb94C437EA5e6f088c6c0C143c592ab8EFBedCTR<$100 | Noavg 16.5¢ | $1.01 | $0.55 | -$0.46 | 53% 8051-7154 (15205) |
0X 0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658CTR<$100 | Noavg 8¢ | $0.57 | $0.43 | -$0.14 | 39% 1023-1615 (2638) |
Invested
$476.61
Value
$790.76
PnL
+$1.7K
Record
59%
382-268 (650)
Invested
$354.21
Value
$326.85
PnL
+$19.66
Record
45%
2583-3110 (5693)
Invested
$254.37
Value
$159.3
PnL
-$95.07
Record
35%
17800-33165 (50965)
Both legs:
Invested
$81.26
Value
$90.45
PnL
+$9.19
Record
48%
6965-7593 (14558)
Invested
$43.37
Value
$12.22
PnL
-$17.46
Record
55%
181-147 (328)
Invested
$5.6
Value
$2.35
PnL
-$3.24
Record
30%
2222-5090 (7312)
Invested
$4.6
Value
$1.8
PnL
-$2.8
Record
59%
3665-2556 (6221)
Invested
$7.62
Value
$1.72
PnL
-$5.89
Record
47%
1638-1811 (3449)
Invested
$8.16
Value
$1.63
PnL
-$6.53
Record
40%
2112-3153 (5265)
Invested
$3.59
Value
$1.28
PnL
-$2.31
Record
55%
4365-3560 (7925)
Invested
$3.09
Value
$1.11
PnL
-$1.98
Record
41%
1145-1641 (2786)
Invested
$2.63
Value
$1.03
PnL
-$1.6
Record
39%
1012-1603 (2615)
Invested
$1.01
Value
$0.55
PnL
-$0.46
Record
53%
8051-7154 (15205)
Invested
$0.57
Value
$0.43
PnL
-$0.14
Record
39%
1023-1615 (2638)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
94.5¢ price + 1.0¢ spread + 0.2¢ 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
SitsToPee
Yes — $790.76
0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938
Yes — $326.85
xtxpleasecallme
ARBArbitrage — excluded
Gaditima
Yes — $90.45
TheWindKnowsmyName
Yes — $12.22
luciebot
CTRNo — $2.35
shiifoo
CTRNo — $1.8
0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293
CTRNo — $1.72
0x9b129aD05Bc0a8df3C73DfCC66fE75252DaEC2D5-1778811687225
CTRNo — $1.63
0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493
CTRNo — $1.28