
New pandemic in 2026?
12 of 13 top Polymarket traders hold No (92%) · No at 97¢ · $53K held · ends Jan 1, 2027
⚖️
Neutral
No
13
No 92%
$52.8K
$2.6K
90.3¢ → 97¢
+8% since entry · 12 traders
Research grade
NeutralNo at 97%
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
12 of 13 top traders (92%)1 holds an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
12 traders
Top 2 hold 37%
Freshness
Late
4826h old
Flip Quality
Clean
0 consensus flips
92% of non-arb traders are on No. Concentration is driven by the top two positions owning 37% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
QM QMG-SCALAR | Noavg 88.7¢ | $9.6K | $9.9K | +$320.99 | 75% 116-39 (155) |
QM QMG-CORE | Noavg 88¢ | $9.2K | $9.7K | +$508.11 | 77% 1408-416 (1824) |
![]() debased | Noavg 87.8¢ | $6.8K | $7.5K | +$737.16 | 58% 2317-1682 (3999) |
![]() DEGENKHAN | Noavg 94.6¢ | $6.7K | $6.9K | +$157.97 | 66% 1107-565 (1672) |
FO forinnerpsandr1x11222 | Noavg 94¢ | $4.6K | $4.8K | +$149.51 | 88% 212-28 (240) |
EL Elias.Thornwell | Noavg 92.7¢ | $3.2K | $4.1K | +$220.24 | 76% 11354-3525 (14879) |
![]() Talophex | Noavg 93.4¢ | $3.8K | $3.9K | +$96.48 | 91% 929-95 (1024) |
![]() ImJustKen | Noavg 87.1¢ | $3.0K | $3.3K | +$263.84 | 53% 3037-2716 (5753) |
JE Jest55 | Noavg 87.6¢ | $1.6K | $1.8K | +$171.97 | 75% 1028-338 (1366) |
![]() wish- | Noavg 92.4¢ | $833 | $873.45 | +$40.45 | 79% 1176-319 (1495) |
LI lissartter<$100 | Noavg 90¢ | $67.81 | $73.12 | +$5.31 | 42% 5284-7234 (12518) |
![]() Slowroasted<$100 | Noavg 88¢ | $66 | $72.79 | +$6.79 | 88% 1990-279 (2269) |
![]() HorribleWorkCTR<$100 | Yesavg 13.3¢ | $64.04 | $14.23 | -$49.8 | 60% 465-309 (774) |
Invested
$9,572.84
Value
$9.9K
PnL
+$320.99
Record
75%
116-39 (155)
Invested
$9,172.68
Value
$9.7K
PnL
+$508.11
Record
77%
1408-416 (1824)
debasedInvested
$6,810.39
Value
$7.5K
PnL
+$737.16
Record
58%
2317-1682 (3999)
DEGENKHANInvested
$6,739.83
Value
$6.9K
PnL
+$157.97
Record
66%
1107-565 (1672)
Invested
$4,607.98
Value
$4.8K
PnL
+$149.51
Record
88%
212-28 (240)
Invested
$3,165.48
Value
$4.1K
PnL
+$220.24
Record
76%
11354-3525 (14879)
TalophexInvested
$3,785.53
Value
$3.9K
PnL
+$96.48
Record
91%
929-95 (1024)
ImJustKenInvested
$3,020.13
Value
$3.3K
PnL
+$263.84
Record
53%
3037-2716 (5753)
Invested
$1,585.27
Value
$1.8K
PnL
+$171.97
Record
75%
1028-338 (1366)
wish-Invested
$833
Value
$873.45
PnL
+$40.45
Record
79%
1176-319 (1495)
Invested
$67.81
Value
$73.12
PnL
+$5.31
Record
42%
5284-7234 (12518)
Slowroasted<$100Invested
$66
Value
$72.79
PnL
+$6.79
Record
88%
1990-279 (2269)
HorribleWorkCTR<$100Invested
$64.04
Value
$14.23
PnL
-$49.8
Record
60%
465-309 (774)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
97.0¢ price + 1.0¢ spread + 0.1¢ fee (Other / General 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.