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2 of 9 top Polymarket traders hold No (22%) · No at 100¢ · $163 held · ends Jan 1, 2027
⚖️
Neutral
No
9
No 22%
$163.3
-$29.49
93¢ → 100¢
+7% since entry · 2 traders
Research grade
NeutralNo at 100%
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.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
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
2 of 9 top traders (22%)7 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Fading
-67 pts consensus
Breadth
2 traders
Top 2 hold 100%
Freshness
Late
743h old
Flip Quality
Watch
2 consensus flips
22% of non-arb traders are on No. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() ImJustKen | Noavg 89.9¢ | $101.03 | $112.31 | +$11.28 | 53% 3043-2720 (5763) |
HO Hourglass<$100 | Noavg 99.9¢ | $49.95 | $49.98 | +$0.03 | 77% 9130-2738 (11868) |
HA haveagooddayCTR<$100 | Yesavg 2¢ | $18.31 | $0.45 | -$17.86 | 53% 3156-2749 (5905) |
QW qwen300.fundCTR<$100 | Yesavg 2¢ | $11.28 | $0.28 | -$11 | 60% 7176-4688 (11864) |
LP lpgbCTR<$100 | Yesavg 2¢ | $4.62 | $0.11 | -$4.51 | 25% 180-534 (714) |
FO forgotmydinnerCTR<$100 | Yesavg 2¢ | $3.87 | $0.09 | -$3.77 | 19% 49-210 (259) |
AK akrollCTR<$100 | Yesavg 2¢ | $1.31 | $0.03 | -$1.28 | 30% 367-838 (1205) |
PO pollo07CTR<$100 | Yesavg 2¢ | $1.25 | $0.03 | -$1.22 | 31% 364-814 (1178) |
VI VictorLudorumCTR<$100 | Yesavg 2¢ | $31.92 | $0.02 | -$1.16 | 55% 6018-4905 (10923) |
ImJustKenInvested
$101.03
Value
$112.31
PnL
+$11.28
Record
53%
3043-2720 (5763)
Invested
$49.95
Value
$49.98
PnL
+$0.03
Record
77%
9130-2738 (11868)
Invested
$18.31
Value
$0.45
PnL
-$17.86
Record
53%
3156-2749 (5905)
Invested
$11.28
Value
$0.28
PnL
-$11
Record
60%
7176-4688 (11864)
Invested
$4.62
Value
$0.11
PnL
-$4.51
Record
25%
180-534 (714)
Invested
$3.87
Value
$0.09
PnL
-$3.77
Record
19%
49-210 (259)
Invested
$1.31
Value
$0.03
PnL
-$1.28
Record
30%
367-838 (1205)
Invested
$1.25
Value
$0.03
PnL
-$1.22
Record
31%
364-814 (1178)
Invested
$31.92
Value
$0.02
PnL
-$1.16
Record
55%
6018-4905 (10923)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
100.0¢ price + 1.0¢ spread + 0.0¢ fee (Finance 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.