Prediction markets put the probability at 42%: Will John Cornyn win the 2026 Texas Republican Primary. Currently, markets are divided (42% YES, 58% NO). Talarico leads both Cornyn, Paxton in new poll of Texas’ U.S.
Active market on Polymarket with $3.2M in total volume. Sufficient liquidity for most position sizes. Currently priced at 42c YES.
What does smart money think? Get AI verdicts, wallet positioning, signal analysis, and entry targets.
Unlock PRO — $29/moSmart money wallets positioned NO, but 4/7 models estimate YES. Signals conflict — waiting for consolidation.
| Model | Says | Fair Value estimated fair price | Confidence |
|---|---|---|---|
| MATH Bayesian Update | YES | 57c | — |
| MATH PIN Model | YES | 56c | — |
| MATH Compound Signal | NO | 57c | — |
| AI Claude Analysis | ??? | 48c | 35% |
| AI DeepSeek Quant | YES | 57c | 68% |
| AI Grok Contrarian | NO | 65c | 70% |
| AI Kimi Macro | YES | 52c | 70% |
4 of 7 models estimate YES fair value above market (52–57c vs 42c). Kimi Macro leads with 70% confidence.
Models estimate fair value of YES at 56c — market prices it at 42c. 14-point gap supports YES.
Smart money is decisively positioned NO, accumulating cheap downside between 16-20c when the market priced Cornyn's defeat as a near-certainty. The fact that every NO wallet remains profitable while YES conviction is split signals tracked wallets view the recent rally to 42c as a fade opportunity rather than a trend reversal.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x4488..19 ★ | MM | YES | $13.6K | +20% | |
| 0xeb6f..f0 | MM | NO | $11.0K | +81% | |
| 0xc658..84 | MM | NO | $6.6K | +220% | |
| 0xd1ac..d5 | MM | YES | $6.3K | +9% | |
| 0xfd2b..50 | MM | YES | $5.4K | -9% | |
| 0xbacd..35 | MM | YES | $5.0K | -33% | |
| 0xd039..32 | MM | YES | $2.5K | +41% | |
| 0xde7b..4b | MM | YES | $2.1K | +94% | |
| 0xc021..a8 ★ | MM | YES | $1.7K | -49% | |
| 0x24c8..e1 | MM | YES | $1.6K | -55% |
NO holders are 100% in profit with entries at 16-20c against the current 42c price, locking in 22-26c of unrealized gains. YES participants show only 57% profitability with a wide entry range of 25-84c, meaning late buyers above 42c are underwater and weak hands at the top create overhead resistance.
Significant 14-cent gap: Polymarket at 42c vs Kalshi at 56c. Kalshi traders see a substantially different probability. Our model estimates fair value at 56c.
| Platform | YES Price | Volume |
|---|---|---|
| Polymarket | 42c | $3.2M |
| Kalshi | 56c | — |
| Our Model | 56c | — |