
Will the U.S. invade Cuba in 2026?
21 of 32 top Polymarket traders hold No (66%) · No at 96¢ · $153K held · ends Jan 1, 2027
⚖️
Neutral
No
32
No 66%
1 arb excluded
$152.6K
$1.7K
86.8¢ → 95.5¢
+10% since entry · 21 traders
Research grade
NeutralNo at 96%
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
21 of 32 top traders (66%)1 arbitrage trader dimmed11 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
-2 pts consensus
Breadth
21 traders
Top 2 hold 58%
Freshness
Late
4875h old
Flip Quality
Clean
0 consensus flips
66% 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 thoodr | Noavg 92.8¢ | $59.3K | $60.7K | +$1.8K | 96% 631-24 (655) |
![]() Erasmus. | Noavg 82.7¢ | $22.5K | $25.8K | +$3.5K | 65% 393-215 (608) |
KE Kevindoto | Noavg 77.8¢ | $13.6K | $16.6K | +$3.1K | 80% 437-110 (547) |
![]() Donny.T | Noavg 84.8¢ | $13.3K | $13.8K | +$494.15 | 72% 484-187 (671) |
AP apmt | Noavg 84.9¢ | $10.3K | $11.5K | +$1.3K | 74% 64-22 (86) |
![]() Talophex | Noavg 91.5¢ | $7.8K | $7.4K | +$288.87 | 91% 929-95 (1024) |
![]() 95074f700f93bdf6e62fc965e0832064c0877b04 | Noavg 81¢ | $3.7K | $5.1K | +$716.64 | 88% 2229-292 (2521) |
KE kevtp | Noavg 75.9¢ | $1.7K | $2.1K | +$389.74 | 80% 227-58 (285) |
EL Elias.Thornwell | Noavg 90.6¢ | $1.8K | $2.0K | +$125.37 | 76% 11354-3525 (14879) |
![]() aenews2CTR | Yesavg 23.7¢ | $6.9K | $1.3K | $-5.6K | 60% 1773-1174 (2947) |
JE Jest55 | Noavg 94.8¢ | $1.1K | $1.1K | +$8.86 | 75% 1028-338 (1366) |
0X 0x333e8f4fb0353ef31cf1a7d00789e1319381369b | Noavg 89.5¢ | $1.0K | $1.1K | +$69.47 | 97% 140-4 (144) |
WA wan123CTR | Yesavg 23.1¢ | $3.3K | $642.45 | $-2.7K | 39% 196-304 (500) |
![]() 2B9S | Noavg 17¢ | $102 | $570 | +$471 | 18% 3833-17376 (21209) |
AL alwaysOn | Noavg 86¢ | $430 | $475 | +$47.5 | 77% 632-185 (817) |
![]() Slowroasted | Noavg 62.9¢ | $309.52 | $424.08 | +$138.31 | 88% 1990-279 (2269) |
PU PutsOnPeace | Noavg 77¢ | $228.84 | $285 | +$56.16 | 66% 955-482 (1437) |
![]() LinaBellCTR | Yesavg 20.5¢ | $1.3K | $260.21 | -$934.29 | 64% 1197-678 (1875) |
studmuffin6969 | Noavg 77¢ | $192.5 | $237.5 | +$46.25 | 59% 1027-717 (1744) |
![]() 4751346 | Noavg 80.6¢ | $183.89 | $206.39 | +$22.5 | 72% 1257-483 (1740) |
GH ghorrock | Noavg 94.6¢ | $182.15 | $184.48 | +$2.33 | 56% 14240-11046 (25286) |
TR troimCTR | Yesavg 25¢ | $1.0K | $180 | -$820 | 36% 397-691 (1088) |
![]() PaddyAlphaARB<$100 | Yesavg 16.6¢ | $252.22 | $176.98 | -$75.25 | 59% 986-684 (1670) |
| └ No leg | Noavg 79.1¢ | $106.78 | $128.29 | +$3.48 | |
| └ Yes leg | Yesavg 16.6¢ | $179.28 | $48.69 | -$78.73 | |
ME melonmanm<$100 | Noavg 82.8¢ | $92.51 | $95.01 | +$2.5 | 65% 527-282 (809) |
![]() pup1CTR | Yesavg 23.5¢ | $485 | $90 | -$395 | 46% 1978-2361 (4339) |
Invested
$59,259.43
Value
$60.7K
PnL
+$1.8K
Record
96%
631-24 (655)
Erasmus.Invested
$22,469.46
Value
$25.8K
PnL
+$3.5K
Record
65%
393-215 (608)
Invested
$13,555.48
Value
$16.6K
PnL
+$3.1K
Record
80%
437-110 (547)
Donny.TInvested
$13,283
Value
$13.8K
PnL
+$494.15
Record
72%
484-187 (671)
Invested
$10,267.66
Value
$11.5K
PnL
+$1.3K
Record
74%
64-22 (86)
TalophexInvested
$7,761.36
Value
$7.4K
PnL
+$288.87
Record
91%
929-95 (1024)
95074f700f93bdf6e62fc965e0832064c0877b04Invested
$3,690.85
Value
$5.1K
PnL
+$716.64
Record
88%
2229-292 (2521)
Invested
$1,740.42
Value
$2.1K
PnL
+$389.74
Record
80%
227-58 (285)
Invested
$1,804.72
Value
$2.0K
PnL
+$125.37
Record
76%
11354-3525 (14879)
aenews2CTRInvested
$6,856.87
Value
$1.3K
PnL
$-5.6K
Record
60%
1773-1174 (2947)
Invested
$1,140.56
Value
$1.1K
PnL
+$8.86
Record
75%
1028-338 (1366)
Invested
$1,043.51
Value
$1.1K
PnL
+$69.47
Record
97%
140-4 (144)
Invested
$3,292.47
Value
$642.45
PnL
$-2.7K
Record
39%
196-304 (500)
2B9SInvested
$102
Value
$570
PnL
+$471
Record
18%
3833-17376 (21209)
Invested
$430
Value
$475
PnL
+$47.5
Record
77%
632-185 (817)
SlowroastedInvested
$309.52
Value
$424.08
PnL
+$138.31
Record
88%
1990-279 (2269)
Invested
$228.84
Value
$285
PnL
+$56.16
Record
66%
955-482 (1437)
LinaBellCTRInvested
$1,274.93
Value
$260.21
PnL
-$934.29
Record
64%
1197-678 (1875)
Invested
$192.5
Value
$237.5
PnL
+$46.25
Record
59%
1027-717 (1744)
4751346Invested
$183.89
Value
$206.39
PnL
+$22.5
Record
72%
1257-483 (1740)
Invested
$182.15
Value
$184.48
PnL
+$2.33
Record
56%
14240-11046 (25286)
Invested
$1,000
Value
$180
PnL
-$820
Record
36%
397-691 (1088)
PaddyAlphaARB<$100Invested
$252.22
Value
$176.98
PnL
-$75.25
Record
59%
986-684 (1670)
Both legs:
Invested
$92.51
Value
$95.01
PnL
+$2.5
Record
65%
527-282 (809)
pup1CTRInvested
$485
Value
$90
PnL
-$395
Record
46%
1978-2361 (4339)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
95.5¢ 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.