
Will Anthropic's valuation hit (HIGH) $3.0T by December 31?
25 of 28 top Polymarket traders hold No (89%) · No at 80¢ · $233K held · ends Jan 5, 2027
🔬
Research candidate
No
28
No 89%
$232.9K
$4.2K
77.8¢ → 79.5¢
+2% since entry · 25 traders
Research grade
Research candidateNo at 80%
Matches a rule that looked positive after costs in the short windows of our Oct 22 2026 backtest. The full-year test without hindsight (Oct 26 2026) found no evidence for any of these rules: out of sample they lost money or were noise. A label for a pattern that once looked good, not an edge and not a recommendation.
- $100k+ behind an 80 %+ consensusNot confirmed. Oct 22 backtest: +13.2 % a trade (n 91), a small sample. Full year, out of sample: 80 %+ with $100k+ on the side −0.3 % a trade (n 835, 95 % CI −3.8 to +3.4): no edge.
- 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).
- 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
25 of 28 top traders (89%)3 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
25 traders
Top 2 hold 58%
Freshness
Late
3804h old
Flip Quality
Clean
0 consensus flips
89% of non-arb traders are on No. Concentration is driven by the top two positions owning 58% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
TH TheReturnOfDarthMaul | Noavg 82.2¢ | $131.8K | $76.8K | $-4.6K | 63% 353-204 (557) |
LU luck00004 | Noavg 70.4¢ | $49.1K | $55.7K | +$6.5K | 48% 32-34 (66) |
UM uma003 | Noavg 77.8¢ | $23.7K | $23.9K | +$150.03 | 49% 29-30 (59) |
![]() BMM-1 | Noavg 83¢ | $24.9K | $23.9K | $-1.0K | 95% 19-1 (20) |
![]() Dragontree | Noavg 75.8¢ | $13.2K | $13.8K | +$595.58 | 58% 1250-888 (2138) |
ArmageddonRewardsBilly | Noavg 83.6¢ | $9.9K | $9.8K | -$161.61 | 56% 15372-11923 (27295) |
![]() The-Joker | Noavg 74¢ | $5.1K | $5.5K | +$376.48 | 68% 1507-701 (2208) |
LA Lasting-Dessert | Noavg 72¢ | $3.6K | $4.0K | +$375 | 89% 563-67 (630) |
![]() occasionalAwarenessCTR | Yesavg 11.3¢ | $1.6K | $2.8K | +$1.2K | 52% 284-262 (546) |
![]() zxdfbdfgngcxv | Noavg 78.7¢ | $1.9K | $1.9K | +$33.68 | 82% 1758-394 (2152) |
PH phdcapital | Noavg 76¢ | $1.5K | $1.6K | +$70 | 94% 259-17 (276) |
![]() Warren-Buffett | Noavg 76.8¢ | $1.5K | $1.6K | +$55 | 65% 862-465 (1327) |
![]() RememberAmalek | Noavg 79.5¢ | $1.6K | $1.6K | +$0 | 56% 973-770 (1743) |
![]() Contentious-Dinnerdate | Noavg 77.9¢ | $1.6K | $1.6K | +$31.92 | 50% 415-417 (832) |
DI Dimpled-Foal | Noavg 71¢ | $1.3K | $1.4K | +$152.2 | 54% 229-195 (424) |
![]() 0x8712 | Noavg 70¢ | $1.2K | $1.4K | +$166.92 | 30% 102-237 (339) |
![]() Ahpo | Noavg 75.3¢ | $1.2K | $1.2K | +$7.5 | 87% 1622-251 (1873) |
AL Albert 1953 | Noavg 72¢ | $853.47 | $942.38 | +$88.9 | 50% 1093-1094 (2187) |
TR troimCTR | Yesavg 17¢ | $679.99 | $819.99 | +$140 | 36% 397-691 (1088) |
![]() alanhutton | Noavg 79¢ | $790 | $795 | +$5 | 68% 335-158 (493) |
![]() Zaratustra | Noavg 73.6¢ | $286.99 | $795 | +$27.2 | 62% 351-214 (565) |
GollumGekko | Noavg 73.5¢ | $759.48 | $750.71 | -$8.77 | 68% 2074-958 (3032) |
XT xtxpleasecallme | Noavg 76.5¢ | $187.9 | $189.09 | +$1.19 | 36% 16072-28083 (44155) |
![]() PMTraderAdam | Noavg 82¢ | $164 | $159 | -$5 | 77% 830-249 (1079) |
![]() KimchiCapital<$100 | Noavg 79¢ | $94.8 | $95.4 | +$0.6 | 75% 540-176 (716) |
Invested
$131,757.94
Value
$76.8K
PnL
$-4.6K
Record
63%
353-204 (557)
Invested
$49,133.56
Value
$55.7K
PnL
+$6.5K
Record
48%
32-34 (66)
Invested
$23,699.97
Value
$23.9K
PnL
+$150.03
Record
49%
29-30 (59)
BMM-1Invested
$24,900
Value
$23.9K
PnL
$-1.0K
Record
95%
19-1 (20)
DragontreeInvested
$13,210.16
Value
$13.8K
PnL
+$595.58
Record
58%
1250-888 (2138)
Invested
$9,939.19
Value
$9.8K
PnL
-$161.61
Record
56%
15372-11923 (27295)
The-JokerInvested
$5,102.83
Value
$5.5K
PnL
+$376.48
Record
68%
1507-701 (2208)
Invested
$3,600
Value
$4.0K
PnL
+$375
Record
89%
563-67 (630)
occasionalAwarenessCTRInvested
$1,567.92
Value
$2.8K
PnL
+$1.2K
Record
52%
284-262 (546)
zxdfbdfgngcxvInvested
$1,873.73
Value
$1.9K
PnL
+$33.68
Record
82%
1758-394 (2152)
Invested
$1,520
Value
$1.6K
PnL
+$70
Record
94%
259-17 (276)
Warren-BuffettInvested
$1,535
Value
$1.6K
PnL
+$55
Record
65%
862-465 (1327)
RememberAmalekInvested
$1,589.99
Value
$1.6K
PnL
+$0
Record
56%
973-770 (1743)
Contentious-DinnerdateInvested
$1,550.14
Value
$1.6K
PnL
+$31.92
Record
50%
415-417 (832)
Invested
$1,271.32
Value
$1.4K
PnL
+$152.2
Record
54%
229-195 (424)
0x8712Invested
$1,229.91
Value
$1.4K
PnL
+$166.92
Record
30%
102-237 (339)
AhpoInvested
$1,185
Value
$1.2K
PnL
+$7.5
Record
87%
1622-251 (1873)
Invested
$853.47
Value
$942.38
PnL
+$88.9
Record
50%
1093-1094 (2187)
Invested
$679.99
Value
$819.99
PnL
+$140
Record
36%
397-691 (1088)
alanhuttonInvested
$790
Value
$795
PnL
+$5
Record
68%
335-158 (493)
ZaratustraInvested
$286.99
Value
$795
PnL
+$27.2
Record
62%
351-214 (565)
Invested
$759.48
Value
$750.71
PnL
-$8.77
Record
68%
2074-958 (3032)
Invested
$187.9
Value
$189.09
PnL
+$1.19
Record
36%
16072-28083 (44155)
PMTraderAdamInvested
$164
Value
$159
PnL
-$5
Record
77%
830-249 (1079)
KimchiCapital<$100Invested
$94.8
Value
$95.4
PnL
+$0.6
Record
75%
540-176 (716)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
79.5¢ price + 1.0¢ spread + 0.6¢ fee (Tech 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
TheReturnOfDarthMaul
No — $76.8K
luck00004
No — $55.7K
uma003
No — $23.9K

BMM-1
No — $23.9K

Dragontree
No — $13.8K
ArmageddonRewardsBilly
No — $9.8K

The-Joker
No — $5.5K
Lasting-Dessert
No — $4.0K

occasionalAwareness
CTRYes — $2.8K

zxdfbdfgngcxv
No — $1.9K