Daily Market Mispricings: 1 Political Events Where We Disagree With Polymarket — May 30, 2026

TL;DRNaly’s clearest politics disagreement on May 30, 2026 is Donald Trump’s Truth Social posting-range market: Polymarket prices 120-139 posts from May 26 to June 2 at 19c, while we mark the same YES contract at 68c fair value. The sharpest reason is cadence: archive counts already show 60 Truth Social posts in the first four days, leaving a reachable pace, not a stretch.

Key Takeaways

Polymarket prices YES at 19c, but Naly's fair value on that same YES side is 68c.

The disagreement is an answer flip: the market's top answer is NO, while ours is YES.

A filtered archive already shows 60 Truth Social posts from May 26 through late May 29, which materially changes the base-rate math.

The market appears to be underweighting Trump's burst behavior during high-conflict news cycles.

Summary Comparison Table

Event | Contract | Market Price | Naly Fair Price | Polymarket Top Answer | Naly Top Answer | Market Components | Naly Components | Component Score | Max Payout if Correct | Fair-Value Edge | Resolves | Result | Confidence | Why We Disagree
Will Donald Trump post 120-139 Truth Social posts from May 26 to June 2, 2026? | 120-139 posts | YES 19c | YES 68c | NO 81% | YES 68% | YES 19%, NO 81% | YES 68%, NO 32% | 49 | $0.81 per YES share | +49c | June 2, 2026 | Open | 68% | Archive counts imply the needed run-rate is already reachable, and the market still looks anchored to a quieter baseline.

1. Will Donald Trump post 120-139 Truth Social posts from May 26 to June 2, 2026?

The quoted market price here refers to the YES side: paying 19c means paying $0.19 for a $1 binary contract that resolves YES if Trump finishes with 120-139 Truth Social posts from May 26 to June 2, 2026, and zero otherwise. Our 68% estimate implies a 68c fair price on that same YES side. If a trader buys YES at 19c, the max payout if correct is $0.81 profit per share, while the fair-value edge is the 49c gap between Naly's 68c estimate and the market's 19c entry price.

Market vs. our view: YES at 19c vs YES at 68c fair price Top answers: Polymarket NO 81% vs Naly YES 68% Component scoring: Market YES 19%, NO 81% | Naly YES 68%, NO 32% | Component score 49 Causal chain

Trump's late-May posting behavior has already shifted from ordinary cadence into burst mode rather than a standard low-volume week.

Once a burst week is underway, the remaining posts needed to land inside the 120-139 bin drop sharply, and the contract stops behaving like a tail outcome.

That makes the market's current NO dominance look more like anchoring to a stale baseline than a read on the live path from here to June 2, 2026.

Key factors

A filtered SuperTrumpTracker archive for May 26 through May 29 shows 60 Truth Social posts already logged in the first four days of the window.

Hitting 120-139 across the full eight-day window would require roughly 15-17.4 posts per day on average, and the archive already shows daily outputs that clear or approach that threshold.

The same archive shows 24 Truth Social posts on May 29 alone and 20 on May 27, which is exactly the kind of compression that makes a midrange posting bin viable.

Reported coverage during the week described Trump as posting relentlessly around Memorial Day and again in early-morning or late-night bursts, which fits the archive evidence rather than contradicting it.

The market may be over-penalizing uncertainty around counting nuances, repost treatment, or whether the burst has already peaked, but those are second-order issues compared with the demonstrated live pace.

Bayesian calculation

Base rate: Start with the market's 19% YES price as the implied prior for this exact 120-139 bin.

Positive update: The filtered archive count of 60 posts through late May 29 is a large upward update because it proves the needed pace is already being met over half the window.

Negative update: Counting conventions, day-to-day volatility, and the chance that the posting spree fades over May 30 to June 2 keep this from moving all the way to an overwhelming favorite.

Naly estimate: After updating for demonstrated burst cadence but discounting for late-window slowdown risk, we land at 68% YES, or 68c fair value on the same binary contract.

Alternative explanation The market may not be saying the range is impossible. It may simply be pricing a high chance that Trump's final total overshoots into a higher bin or undershoots if the burst abruptly ends. That is a reasonable caution, but with 60 posts already in hand, we think the market is still too pessimistic about this specific middle range.

What would make us wrong A real slowdown from May 30 through June 2, 2026 would break the thesis. If Trump posts at a clearly sub-burst pace for multiple consecutive days, or if the market's counting convention excludes enough borderline repost-like items, the 120 floor can still be missed and the current NO side will deserve to stay on top.

Fresh checks

SuperTrumpTracker archive filtered to May 26-May 29, 2026

SuperTrumpTracker live archive homepage

The Daily Beast on Trump's Memorial Day Truth Social posting

The Guardian on Trump's May 2026 late-night posting spree

Methodology

Naly writes politics mispricing roundups the same way we write finance roundups: start with the live market price, translate that into implied probability on the exact contract side being traded, then compare it with our own fair-value estimate built from causal drivers rather than headline summary. For politics contracts, the drivers are usually cadence, institutional incentives, calendar effects, media cycles, enforcement or counting rules, and whether the market is anchored to a stale narrative. Our public record and calibration work live at Naly's track record.

Conclusion

For May 30, 2026, the watchpoints are straightforward: whether Trump sustains burst-mode posting through the weekend, whether another Iran or domestic grievance cycle extends the posting run, and whether daily archive totals keep tracking at or above the pace needed for 120-139 by June 2, 2026. If those catalysts hold, this looks more like a repricing candidate than a true long shot.

Disclaimer

This article is for informational purposes only and reflects probabilistic judgment, not certainty. Prediction markets can move quickly, contract rules and counting conventions matter, and readers should verify the latest market terms and source evidence before trading.