Agents61

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polymarketOpenpolitics

2026 Balance of Power: D Senate, D House

This market will resolve according to the party that wins control of the United States Senate and the party that wins control of the United States House of Representatives in the 2026 United States midterm election. A party wins control of the United States Senate if it wins a majority of the chamber’s voting seats. If no party wins a majority of voting seats, the party that wins control of the chamber is the party that wins half of the voting seats and holds the Vice Presidency. If the outcome remains ambiguous after applying the above criteria, the chamber will be deemed controlled by the party with which the first selected President Pro Tempore of the Congress that convenes after the specified election is affiliated. A party wins control of the United States House of Representatives if it wins a majority of the chamber’s voting seats. If no party wins a majority of voting seats, the chamber will be deemed controlled by the party with which the first elected Speaker of the House of the Congress that convenes after the 2026 midterm election is affiliated. The following rules govern the counting of seats for determining which party wins control of the chambers. For determining Senate control, all regular and special Senate elections that determine representation in the upcoming 120th Congress and are scheduled to take place in November 2026 as of October 31, 2026 are included. Vacant Senate seats for which no election or special election to fill the seat is scheduled to take place in November 2026 as of October 31, 2026 will be treated as held by the party affiliation of the most recent member to hold that seat. For determining House control, all House elections in the 2026 United States midterm election that elect voting members and determine representation in the upcoming 120th Congress are included. Where a Senate or House seat is decided by a runoff, the runoff result will determine attribution of that seat, even if it takes place after November 2026. For seats contested in the specified election, seats are attributed to the party under which the member was elected. If a member-elect changes party affiliation, or vacates their seat, between election day and the formal organization of Congress, the seat is attributed to the party under which the member was elected. For seats not contested in the specified election, seats are attributed to the party that holds the seat as of the date of the election. If a current sitting member of the U.S. Senate who is not up for election changes party affiliation or vacates their seat after the date of the election, the seat is attributed to the party under which the member was affiliated at the time of the election. Senate and House members elected as independents who formally caucus with, or, for newly elected members, who announce their intent to caucus with, a party are included in that party’s count. If the caucus decisions of members of the Senate or House elected as independents cannot be determined on the date of the election, this market may remain open until the earlier of (i) an announcement from the relevant members of their intents to caucus, or (ii) January 4th, 11:59 PM ET of the following calendar year. If no such announcement is made by January 4th, 11:59 PM ET of the following calendar year, the member will not count towards the seat count of any party. The resolution sources for this market will be official information from relevant state electoral authorities, the United States Congress, and a consensus of credible reporting.

Volume $11.0M · Closes Nov 4, 2026 · Last analyzed 10/31/2026, 12:00:23 PM · View source market

数字都是「YES 会成立」的胜算估计,不是「今天能赚多少」。确信度 = 我们对这个估计有多有把握。

市场胜算
Polymarket YES
70.5%
我们的胜算
Agents61 YES
63%
差了多少
Gap
-8%
确信度
有多有把握
约 55%

我们比市场更不看好 YES(少 7 个点)

我们对这个判断把握一般(大约五成多)

市场
我们
0% 几乎不会50% 对半100% 几乎一定

合理区间大概在 56%–70%(不是下单建议)

Probability history

Run Analyze to start an append-only history of Market vs Agents61 estimates.

Free: 1 template analyze. Paid desk: news layer + Pro Prediction Clerk.

市场胜算是多少?我们的胜算是多少?差了多少?确信度大概几成?——点 Analyze 出完整报告。

市场胜算
70.5%

Polymarket 认为 YES

我们的胜算
63%

Agents61 认为 YES

差了多少
-8%

我们比市场更不看好 YES(少 7 个点)

确信度
约 55%

我们对这个判断把握一般(大约五成多)

胜算合理区间 56%–70% · 结算规则风险 中等 · 引擎 模板草稿

Executive summary

Agents61 63% vs market 70.5% (gap -7.5%) on “2026 Balance of Power: D Senate, D House”. Medium confidence; resolution risk Medium.

Why the market may be wrong

  • Red-team and resolution ambiguity pull Agents61 below the live mid — market may be overweighting YES story momentum.
  • Bayesian blend refuses to fully anchor on Polymarket mid; crowd volume ≠ calibration.
  • Politics: polls, turnout models, and resolution wording (who counts as winner) dominate.

Why the market may be right

  • Live mid 70.5% is backed by $11.3M volume — informed flow may already be priced.
  • YES mid 70.5% with $11.3M notional. Crowded tape ≠ calibrated probability; thin books exaggerate gaps. Use mid as a prior, not a truth.
  • If settlement rules match the headline question tightly, crowd calibration is more trustworthy.

Bull / YES evidence

  • Market still assigns 70.5% to YES with $11.3M volume — the path is considered live.
  • Politics: polls, turnout models, and resolution wording (who counts as winner) dominate.
  • Catalyst calendar before the end date can reprice quickly if confirming data prints.

Bear / NO evidence

  • Kill-shots: (1) resolution text does not match the intuitive question, (2) data used is stale vs end date, (3) narrative double-counts the same catalyst already in the mid.
  • Crowd is YES-heavy — ask what would have to be true for NO, and whether that path is underpriced.
  • If resolution wording is stricter than the headline question, YES is overstated.

Key catalysts

  • · Official data / decisions before Nov 4, 2026
  • · Major headline that changes the settlement-relevant fact pattern
  • · Liquidity shock on Polymarket that moves mid without new information

Invalidation conditions

  • Settlement source resolves on a technicality Agents61 underweighted.
  • A single high-credibility print arrives that the template pass could not see live.
  • Market mid was already incorporating private or faster information.

Scenario analysis

YES
71%

Confirming catalysts land before the end date and resolution wording matches the intuitive YES path.

Base
63%

Central research blend of base rate, market mid, and red-team haircut on this pass.

NO
55%

Settlement ambiguity or missing catalyst keeps YES from clearing the resolution bar.

Risk assessment

Resolution
Medium
Liquidity
Low
Information
High
Event
High
Overall
High

Resolution check

Source
https://polymarket.com/event/balance-of-power-2026-midterms
Deadline
Nov 4, 2026
Ambiguity
Medium

Resolution draft on file: “This market will resolve according to the party that wins control of the United States Senate and the party that wins control of the United States House of Representatives in the 2026 United States midterm election. A p…” — score ambiguity before trusting any edge.

  • · Headline question ≠ exact settlement criterion
  • · Data source named in rules is delayed or contested
  • · Partial / technical outcomes that map awkwardly to YES/NO

Agent stack

News Agent
Implied ~69%
Latest headlines & narrative shift

Narrative around “2026 Balance of Power: D Senate, D House” is active on public wires. Treat headlines as unverified until tied to a resolution criterion. Recent volume ($11.3M) suggests the story is priced, not ignored.

Data Agent
Implied ~71%
Hard numbers on file

Market YES ≈ 70.5%. Volume $11.3M. Close window: Nov 4, 2026. No private dataset on this pass — numbers are market microstructure + public context only.

Base Rate Agent
Implied ~43%
Historical / class base rates

Class base rate for politics events is rarely equal to the live mid. Start near a conservative class prior (~43%), then update with market and domain evidence — do not anchor only on the tape.

Domain Expert
Implied ~68%
Category specialist lens

Politics: polls, turnout models, and resolution wording (who counts as winner) dominate.

Market Agent
Implied ~71%
Polymarket price & volume read

YES mid 70.5% with $11.3M notional. Crowded tape ≠ calibrated probability; thin books exaggerate gaps. Use mid as a prior, not a truth.

Bayesian Agent
Implied ~57%
Likelihood update vs prior

Blend base-rate prior with market likelihood. Posterior sketch ≈ 57% before red-team haircut.

Contrarian Agent
Implied ~29%
Why the crowd may be wrong

Crowd is YES-heavy — ask what would have to be true for NO, and whether that path is underpriced.

Red Team
Implied ~69%
Hunt judgment errors

Kill-shots: (1) resolution text does not match the intuitive question, (2) data used is stale vs end date, (3) narrative double-counts the same catalyst already in the mid.

Resolution Agent
Settlement rules & ambiguity

Resolution draft on file: “This market will resolve according to the party that wins control of the United States Senate and the party that wins control of the United States House of Representatives in the 2026 United States midterm election. A p…” — score ambiguity before trusting any edge.

Risk Agent
Tail paths & model risk

Model risk: template/LLM research can sound calibrated while missing a settlement edge case. Position risk is out of scope (no trading). Treat Probability Gap as a research prompt, not a bet size.

Prediction Clerk stacks isolated research notes into a probability — not a bet ticket. No wallet, no order routing.

Sources

区块链交易指导

偏 NO:我们的胜算 63% < 市场 70.5%

2026 Balance of Power: D Senate, D House

偏 NO

我们比市场更不看好 YES(少 7 个点)。我们对这个判断把握一般(大约五成多)

市场胜算

70.5%

我们的胜算

63%

差了多少

-8%

确信度

约 55%

仓位参考

偏谨慎标准仓:名义大约总资金的 3%–7%(示例 $30–$70)。

预计持有约 4 天;比 1–3 天窗口更久,仓位宜更小。

链上执行清单(Polygon)

  • 钱包已连接 · MetaMask 等 EOA,签名下单用。
  • 网络 = Polygon (137) · Polymarket CLOB 在 Polygon 上结算。
  • 钱包有 USDC.e · 抵押用 bridged USDC.e,不是随便一条链的 USDT。
  • CLOB 抵押/授权够用 · 不够时先到 polymarket.com 入金并授权。
  • 本盘有 CLOB token · 可路由 Live FAK 买单。

清单大致就绪时可切 Live 签名下单。

可以做

  • 核对结算文案是否和问题字面一致(Polymarket 规则页)。
  • 纸面先记一笔,再考虑 Live;名义参考约 $100。
  • 若执行:买 NO(CLOB BUY NO token)。

别做

  • 不要把「胜算」当成「今天必赚」。
  • 不要在确信度低时加重仓。
  • 不要跳过 Polygon / USDC / 授权检查直接 Live。

研究模拟指导,帮助你自己在 Polygon / Polymarket CLOB 上决策;不是代客下单,也不是稳赚承诺。

到 交易台 可连 Polygon 钱包按指导纸面或 Live 执行。

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