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PolyConsensus
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Will the Democratic Party win the CA-23 House seat?

14 of 23 top Polymarket traders hold No (61%) · No at 81¢ · $17K held · ended Nov 4

Yes19¢No81¢Ended Wed, Nov 4, 2026View on Polymarket
SIGNAL

⚖️

Neutral

No

Consensus Traders

23

No 61%

Total Value

$17.3K

Combined PnL

$1.3K

Smart Money Entry

81.5¢ → 81¢

-1% since entry · 13 traders

Research grade

NeutralNo at 81%

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

No

14 of 23 top traders (61%)9 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes19%
No81%

Smart Money Breakdown by Outcome

No14 traders
Total Value$10.1K
Total Shares12,536
Combined PnL+$488.84
Yes9 traders
Total Value$7.2K
Total Shares33,060
Combined PnL+$830.48
No — 61%Yes — 39%

Signal Intelligence

Momentum

Surging

+7 pts consensus

Breadth

11 traders

Top 2 hold 69%

Freshness

Late

385h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBalanced

52% of non-arb traders are on No. Concentration is driven by the top two positions owning 69% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleNo 50% · 4
Aligned
sharpNo 75% · 4
Aligned
ctrNo 64% · 14
Aligned
Hand-pickedNo 100% · 2
Aligned
Top 1000No 52% · 21
Aligned
GA
Gaditima
No

Invested

$6,004.19

Value

$4.9K

PnL

+$21.69

Record

48%

7376-8077 (15453)

ME
Melody626CTR
Yes

Invested

$4,070.94

Value

$4.6K

PnL

+$539.24

Record

58%

731-538 (1269)

0X
0x1bc32be106439240f59aa25668e613831a5cdc6e
No

Invested

$1,827.71

Value

$1.9K

PnL

+$116.35

Record

60%

2683-1792 (4475)

BigMackyGCTR
Yes

Invested

$1,785.49

Value

$1.9K

PnL

+$103.1

Record

20%

115-474 (589)

CI
cigarettes
No

Invested

$1,204.86

Value

$880.4

PnL

+$22.57

Record

53%

23490-20724 (44214)

PE
peepeepooppoopCTR
Yes

Invested

$395.97

Value

$506.58

PnL

+$110.61

Record

51%

2575-2507 (5082)

ArmageddonRewardsBilly
No

Invested

$472.3

Value

$466.2

PnL

-$6.1

Record

56%

16351-13106 (29457)

0X
0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938
No

Invested

$1,438.48

Value

$427.96

PnL

+$72.99

Record

45%

2965-3662 (6627)

0X
0xc8b9a30184244d427169cf62485dde6041b2b836
No

Invested

$467.2

Value

$418.02

PnL

-$49.17

Record

65%

284-150 (434)

TH
TheWindKnowsmyName
No

Invested

$708.83

Value

$367.18

PnL

+$73.33

Record

51%

292-286 (578)

CB
Cb94C437EA5e6f088c6c0C143c592ab8EFBed
No

Invested

$2,719.27

Value

$298.03

PnL

+$108.67

Record

53%

8535-7609 (16144)

JE
Jesetrading
No

Invested

$129

Value

$129

PnL

-$18.68

Record

67%

657-320 (977)

0X
0x8f6970acd7c9466fc1d09a7c17071705c8e52923-1792437064758
No

Invested

$112.63

Value

$105

PnL

-$5.63

Record

51%

154-147 (301)

EL
Elias.Thornwell
No

Invested

$125.79

Value

$77.13

PnL

-$22.49

Record

77%

12684-3870 (16554)

balthazarCTR
Yes

Invested

$491.93

Value

$56.51

PnL

+$52.77

Record

52%

30802-28940 (59742)

0X
0x91c363acd95bb150d4fd28912737eaf6125b409fCTR<$100
Yes

Invested

$97.43

Value

$55.8

PnL

-$41.63

Record

73%

206-75 (281)

XT
xtxpleasecallme
No

Invested

$2,145.67

Value

$55.51

PnL

+$63.64

Record

34%

19149-36800 (55949)

AU
auros2CTR<$100
Yes

Invested

$42.28

Value

$42.28

PnL

+$16.71

Record

—

4-0 (4)

GH
ghorrockCTR<$100
Yes

Invested

$5.52

Value

$27.65

PnL

+$22.14

Record

58%

21162-15379 (36541)

GO
god83743894
No

Invested

$106.92

Value

$20.21

PnL

+$70.92

Record

43%

10598-14075 (24673)

0X
0xc7D02944A76B9F83B199e9090ECC92C82d241F8a-1776944395495CTR
Yes

Invested

$507.56

Value

$17.03

PnL

+$23.04

Record

56%

18813-14971 (33784)

SI
SitsToPeeCTR<$100
Yes

Invested

$12.15

Value

$16.64

PnL

+$4.49

Record

53%

790-694 (1484)

QW
qwen300.fund
No

Invested

$168.69

Value

$9.82

PnL

+$40.76

Record

54%

12407-10640 (23047)

Chat

EV Calculator

Consensus % is how many tracked traders hold a side, not a win probability.

Break-even chance82.5%

81.0¢ price + 1.0¢ spread + 0.6¢ fee (Politics 4%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$21.15
Max Loss
-$100.00
Shares
121.2

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

Condition ID
0xc9e72c14...206565
Slug
will-the-democratic-party-win-the-ca-23-house-seat
Trade on Polymarket