
Fed rate cut by December 2026 meeting?
8 of 13 top Polymarket traders hold No (62%) · No at 99¢ · $53K held · ends Jan 29, 2027
⚖️
Neutral
No
13
No 62%
$52.7K
$10.6K
77.5¢ → 98.6¢
+27% since entry · 8 traders
Research grade
NeutralNo at 99%
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 %).
- Side priced over 95¢Full year, out of sample: 0.90–0.95 −0.2 % a trade (n 12,989, 95 % CI −0.6 to +0.3); above 95¢ little is left to win and the tests stop at 0.95.
- Quality net +3 or moreNot confirmed. Oct 22 backtest: net +3 when the consensus formed made +7.2 % a trade (n 358), with 5 events giving two thirds of it. Full year, out of sample, the closest rule (3+ proven winners, two thirds on the side) lost −1.9 % a trade (n 49,161, 95 % CI −2.6 to −1.1).
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
8 of 13 top traders (62%)5 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Building
+5 pts consensus
Breadth
8 traders
Top 2 hold 90%
Freshness
Late
4826h old
Flip Quality
Clean
1 consensus flip
62% of non-arb traders are on No. Concentration is driven by the top two positions owning 90% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
TH TheReturnOfDarthMaul | Noavg 78¢ | $34.7K | $43.9K | +$9.2K | 63% 353-204 (557) |
FE fed26 | Noavg 50.4¢ | $1.1K | $3.3K | +$2.0K | — 7-7 (14) |
![]() Ahpo | Noavg 93.2¢ | $11.7K | $3.1K | +$66.52 | 87% 1622-251 (1873) |
![]() Debosnys | Noavg 96.5¢ | $793.39 | $808.03 | +$17.11 | 89% 1868-225 (2093) |
NO nonkenny90 | Noavg 84¢ | $616.56 | $721.52 | +$107.16 | 89% 4653-547 (5200) |
QM QMG-CORE | Noavg 94.4¢ | $484.51 | $491.51 | +$7 | 77% 1408-416 (1824) |
![]() 2B9S | Noavg 10¢ | $17.4 | $171.04 | +$154.16 | 18% 3833-17376 (21209) |
FO forgetfuldory<$100 | Noavg 97.3¢ | $69.9 | $68.61 | -$1.29 | — 5-5 (10) |
BA badatthisCTR<$100 | Yesavg 2.1¢ | $37.5 | $30 | -$7.5 | 65% 2235-1185 (3420) |
OL ololololololololoCTR | Yesavg 11¢ | $256.53 | $27.98 | -$223.85 | 35% 41-77 (118) |
![]() NadmiCTR | Yesavg 43¢ | $519.3 | $14.5 | -$501.77 | 47% 2036-2278 (4314) |
![]() StupidMonkeyyyCTR<$100 | Yesavg 4¢ | $25 | $7.5 | -$16.25 | 50% 147-145 (292) |
![]() GenaTheBondKilIerCTR | Yesavg 44.8¢ | $170.8 | $4.62 | -$166.17 | 51% 527-509 (1036) |
Invested
$34,699.99
Value
$43.9K
PnL
+$9.2K
Record
63%
353-204 (557)
Invested
$1,051.02
Value
$3.3K
PnL
+$2.0K
Record
—
7-7 (14)
AhpoInvested
$11,678.92
Value
$3.1K
PnL
+$66.52
Record
87%
1622-251 (1873)
DebosnysInvested
$793.39
Value
$808.03
PnL
+$17.11
Record
89%
1868-225 (2093)
Invested
$616.56
Value
$721.52
PnL
+$107.16
Record
89%
4653-547 (5200)
Invested
$484.51
Value
$491.51
PnL
+$7
Record
77%
1408-416 (1824)
2B9SInvested
$17.4
Value
$171.04
PnL
+$154.16
Record
18%
3833-17376 (21209)
Invested
$69.9
Value
$68.61
PnL
-$1.29
Record
—
5-5 (10)
Invested
$37.5
Value
$30
PnL
-$7.5
Record
65%
2235-1185 (3420)
Invested
$256.53
Value
$27.98
PnL
-$223.85
Record
35%
41-77 (118)
NadmiCTRInvested
$519.3
Value
$14.5
PnL
-$501.77
Record
47%
2036-2278 (4314)
StupidMonkeyyyCTR<$100Invested
$25
Value
$7.5
PnL
-$16.25
Record
50%
147-145 (292)
GenaTheBondKilIerCTRInvested
$170.8
Value
$4.62
PnL
-$166.17
Record
51%
527-509 (1036)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
98.6¢ price + 1.0¢ spread + 0.0¢ fee (Economics 5%). 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.