
Will the Democrats win the Vermont governor race in 2026?
6 of 15 top Polymarket traders hold No (40%) · No at 77¢ · $16K held · ends Nov 4
⚖️
Neutral
No
15
No 40%
$15.6K
$881.87
73.9¢ → 77¢
+4% since entry · 6 traders
Research grade
NeutralNo at 77%
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 %).
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
- 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
6 of 15 top traders (40%)9 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
6 traders
Top 2 hold 85%
Freshness
Late
727h old
Flip Quality
Choppy
8 consensus flips
40% 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 |
|---|---|---|---|---|---|
WA wan123 | Noavg 72.5¢ | $6.0K | $6.4K | +$372.52 | 39% 196-304 (500) |
FL flawfence | Noavg 75¢ | $4.3K | $4.4K | +$117 | 46% 271-319 (590) |
AN anoin123CTR | Yesavg 27.6¢ | $1.6K | $1.3K | -$262.14 | 47% 474-534 (1008) |
![]() Ryxon21 | Noavg 73.1¢ | $686.66 | $723.3 | +$37.1 | 71% 318-130 (448) |
![]() ImJustKenCTR | Yesavg 10.2¢ | $284.84 | $675.88 | +$391.04 | 53% 3036-2716 (5752) |
![]() probability | Noavg 79.2¢ | $651.57 | $637.63 | -$13.94 | 42% 1368-1924 (3292) |
TH TheImpasse | Noavg 76.4¢ | $504.01 | $507.81 | +$3.47 | 22% 145-528 (673) |
![]() ScottyNoooCTR | Yesavg 15.9¢ | $217.76 | $314.61 | +$96.85 | 50% 1537-1513 (3050) |
PL plumbisCTR | Yesavg 19.6¢ | $254.8 | $298.35 | +$43.55 | 57% 51-39 (90) |
![]() mombilCTR | Yesavg 7.9¢ | $43.73 | $126.58 | +$82.85 | 55% 1191-966 (2157) |
AB ABC12345654321CTR<$100 | Yesavg 22.5¢ | $98.58 | $95.78 | +$1.66 | 50% 1658-1652 (3310) |
PE peepeepooppoopCTR<$100 | Yesavg 22.9¢ | $99.71 | $92.79 | -$1.06 | 52% 2050-1868 (3918) |
SU supersmardCTR<$100 | Yesavg 14.1¢ | $19.8 | $32.23 | +$12.43 | 39% 46-71 (117) |
EL Elias.Thornwell<$100 | Noavg 79.5¢ | $25.85 | $15.49 | -$0.71 | 76% 11352-3524 (14876) |
0X 0x7e1f9c90800E42806e242ABC5fcf26B571c79C27-1775842903107CTR<$100 | Yesavg 19.8¢ | $7.72 | $8.95 | +$1.23 | 50% 2582-2633 (5215) |
Invested
$6,018.23
Value
$6.4K
PnL
+$372.52
Record
39%
196-304 (500)
Invested
$4,280.67
Value
$4.4K
PnL
+$117
Record
46%
271-319 (590)
Invested
$1,568.68
Value
$1.3K
PnL
-$262.14
Record
47%
474-534 (1008)
Ryxon21Invested
$686.66
Value
$723.3
PnL
+$37.1
Record
71%
318-130 (448)
ImJustKenCTRInvested
$284.84
Value
$675.88
PnL
+$391.04
Record
53%
3036-2716 (5752)
probabilityInvested
$651.57
Value
$637.63
PnL
-$13.94
Record
42%
1368-1924 (3292)
Invested
$504.01
Value
$507.81
PnL
+$3.47
Record
22%
145-528 (673)
ScottyNoooCTRInvested
$217.76
Value
$314.61
PnL
+$96.85
Record
50%
1537-1513 (3050)
Invested
$254.8
Value
$298.35
PnL
+$43.55
Record
57%
51-39 (90)
mombilCTRInvested
$43.73
Value
$126.58
PnL
+$82.85
Record
55%
1191-966 (2157)
Invested
$98.58
Value
$95.78
PnL
+$1.66
Record
50%
1658-1652 (3310)
Invested
$99.71
Value
$92.79
PnL
-$1.06
Record
52%
2050-1868 (3918)
Invested
$19.8
Value
$32.23
PnL
+$12.43
Record
39%
46-71 (117)
Invested
$25.85
Value
$15.49
PnL
-$0.71
Record
76%
11352-3524 (14876)
Invested
$7.72
Value
$8.95
PnL
+$1.23
Record
50%
2582-2633 (5215)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
77.0¢ price + 1.0¢ spread + 0.7¢ fee (Politics 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.