
Will the Republicans win North Carolina in the 2028 Presidential Election?
9 of 11 top Polymarket traders hold No (82%) · No at 69¢ · $473 held · ends Nov 8, 2028
⚖️
Neutral
No
11
No 82%
$473.12
$29.26
67.9¢ → 68.5¢
+1% since entry · 9 traders
Research grade
NeutralNo at 69%
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 %).
- 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
9 of 11 top traders (82%)2 hold an outcome priced under 50%9 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
9 traders
Top 2 hold 68%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
82% of non-arb traders are on No. Concentration is driven by the top two positions owning 68% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
CI cigarettes | Noavg 70.9¢ | $156 | $150.7 | -$5.3 | 53% 7468-6589 (14057) |
XT xtxpleasecallme | Noavg 62.6¢ | $155.62 | $150.12 | +$21.63 | 38% 3804-6225 (10029) |
0X 0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493<$100 | Noavg 71¢ | $81.32 | $78.45 | -$2.86 | 58% 864-619 (1483) |
VE VerilyWinningly<$100 | Noavg 70¢ | $32.2 | $31.51 | -$0.69 | 26% 381-1105 (1486) |
LU luciebotCTR<$100 | Yesavg 7.7¢ | $7.93 | $19.38 | +$16.06 | 24% 788-2560 (3348) |
0X 0x9495d622aB74a6O1AD1668D3DD4F7A2E68C3468F<$100 | Noavg 70¢ | $14 | $13.7 | -$0.3 | 15% 39-214 (253) |
![]() LornaPredictsCTR<$100 | Yesavg 30¢ | $12 | $12.6 | +$0.6 | 14% 103-624 (727) |
0X 0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293<$100 | Noavg 68¢ | $4.17 | $4.2 | +$0.03 | 49% 854-884 (1738) |
0X 0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658<$100 | Noavg 68¢ | $4.15 | $4.18 | +$0.03 | 57% 836-638 (1474) |
0X 0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579<$100 | Noavg 68¢ | $4.14 | $4.17 | +$0.03 | 50% 919-925 (1844) |
0X 0x9b129aD05Bc0a8df3C73DfCC66fE75252DaEC2D5-1778811687225<$100 | Noavg 68¢ | $4.09 | $4.12 | +$0.03 | 47% 1242-1391 (2633) |
Invested
$156
Value
$150.7
PnL
-$5.3
Record
53%
7468-6589 (14057)
Invested
$155.62
Value
$150.12
PnL
+$21.63
Record
38%
3804-6225 (10029)
Invested
$81.32
Value
$78.45
PnL
-$2.86
Record
58%
864-619 (1483)
Invested
$32.2
Value
$31.51
PnL
-$0.69
Record
26%
381-1105 (1486)
Invested
$7.93
Value
$19.38
PnL
+$16.06
Record
24%
788-2560 (3348)
Invested
$14
Value
$13.7
PnL
-$0.3
Record
15%
39-214 (253)
LornaPredictsCTR<$100Invested
$12
Value
$12.6
PnL
+$0.6
Record
14%
103-624 (727)
Invested
$4.17
Value
$4.2
PnL
+$0.03
Record
49%
854-884 (1738)
Invested
$4.15
Value
$4.18
PnL
+$0.03
Record
57%
836-638 (1474)
Invested
$4.14
Value
$4.17
PnL
+$0.03
Record
50%
919-925 (1844)
Invested
$4.09
Value
$4.12
PnL
+$0.03
Record
47%
1242-1391 (2633)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
68.5¢ price + 1.0¢ spread + 0.8¢ 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
cigarettes
No — $150.7
xtxpleasecallme
No — $150.12
0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493
No — $78.45
VerilyWinningly
No — $31.51
luciebot
CTRYes — $19.38
0x9495d622aB74a6O1AD1668D3DD4F7A2E68C3468F
No — $13.7

LornaPredicts
CTRYes — $12.6
0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293
No — $4.2
0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658
No — $4.18
0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579
No — $4.17