
Will Russia invade a NATO country by December 31, 2026?
12 of 13 top Polymarket traders hold No (92%) · No at 97¢ · $109K held · ends Jan 1, 2027
⚖️
Neutral
No
13
No 92%
$108.6K
$2.9K
93.5¢ → 96.8¢
+3% 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.
- $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).
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%2 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 85%
Freshness
Late
1871h old
Flip Quality
Clean
0 consensus flips
92% of non-arb traders are on No. Concentration is driven by the top two positions owning 85% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
KE kevtp | Noavg 94.1¢ | $61.1K | $63.0K | +$1.7K | 80% 227-58 (285) |
KE keribit | Noavg 92.4¢ | $27.9K | $29.1K | +$1.3K | 77% 343-103 (446) |
![]() tetrase | Noavg 93.3¢ | $7.4K | $7.6K | +$275.49 | 61% 839-544 (1383) |
![]() Talophex | Noavg 93.8¢ | $2.6K | $2.7K | +$82.21 | 91% 929-95 (1024) |
![]() Bromley86 | Noavg 92¢ | $1.9K | $2.0K | +$97.32 | 90% 728-80 (808) |
EL Elias.Thornwell | Noavg 93.7¢ | $949.91 | $981.95 | +$25.45 | 76% 11354-3525 (14879) |
![]() smellyEllie | Noavg 93¢ | $930 | $969 | +$33 | 50% 970-988 (1958) |
![]() DEGENKHAN | Noavg 93.3¢ | $2.9K | $889.79 | +$61.75 | 66% 1107-565 (1672) |
GA gatorrCTR | Yesavg 7¢ | $1.5K | $714 | -$693 | 49% 389-405 (794) |
![]() Ahpo | Noavg 93.5¢ | $372.66 | $373.96 | +$1.29 | 87% 1622-251 (1873) |
![]() randomWalkingShrimp | Noavg 94¢ | $188 | $193.8 | +$5.5 | 77% 1204-366 (1570) |
![]() Donny.T<$100 | Noavg 87.2¢ | $47.12 | $48.5 | +$1.38 | 72% 484-187 (671) |
JE Jest55<$100 | Noavg 93¢ | $9.3 | $9.69 | +$0.38 | 75% 1028-338 (1366) |
Invested
$61,138.77
Value
$63.0K
PnL
+$1.7K
Record
80%
227-58 (285)
Invested
$27,852.2
Value
$29.1K
PnL
+$1.3K
Record
77%
343-103 (446)
tetraseInvested
$7,367.13
Value
$7.6K
PnL
+$275.49
Record
61%
839-544 (1383)
TalophexInvested
$2,621.54
Value
$2.7K
PnL
+$82.21
Record
91%
929-95 (1024)
Bromley86Invested
$1,887.92
Value
$2.0K
PnL
+$97.32
Record
90%
728-80 (808)
Invested
$949.91
Value
$981.95
PnL
+$25.45
Record
76%
11354-3525 (14879)
smellyEllieInvested
$930
Value
$969
PnL
+$33
Record
50%
970-988 (1958)
DEGENKHANInvested
$2,942.26
Value
$889.79
PnL
+$61.75
Record
66%
1107-565 (1672)
Invested
$1,470
Value
$714
PnL
-$693
Record
49%
389-405 (794)
AhpoInvested
$372.66
Value
$373.96
PnL
+$1.29
Record
87%
1622-251 (1873)
randomWalkingShrimpInvested
$188
Value
$193.8
PnL
+$5.5
Record
77%
1204-366 (1570)
Donny.T<$100Invested
$47.12
Value
$48.5
PnL
+$1.38
Record
72%
484-187 (671)
Invested
$9.3
Value
$9.69
PnL
+$0.38
Record
75%
1028-338 (1366)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
96.8¢ price + 1.0¢ spread + no taker fee. 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.