Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (79%). 4 of 7 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.
Will CD Godoy Cruz vs. CSD Tristan Suarez end in a draw?
4 of 7 top Polymarket traders hold Yes (57%) · Yes at 22¢ · $124 held · ended Nov 15
⚠️
Avoid
Yes
7
Yes 57%
$124.34
-$4.08
Research grade
AvoidYes at 22%
Matches a pattern that lost clearly more than the plain consensus in our tests.
- Consensus side under 30¢Full year, out of sample: 0.05–0.30 lost −8.1 % a trade (n 11,568), under 0.20 −20.5 % (n 3,615). Oct 22 backtest: −29.5 % (n 1,625). The strongest effect in every test.
- 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
4 of 7 top traders (57%)Underdog side (market favors No 79%)4 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
3 traders
Top 2 hold 90%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
60% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 90% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
GO GoalLineGhost<$100 | Noavg 65.2¢ | $46.8 | $48.81 | +$2 | 52% 2556-2350 (4906) |
LI LightParadoxCTR<$100 | Yesavg 32¢ | $32 | $32 | +$0 | 38% 1406-2304 (3710) |
FL FlaznorpCTR<$100 | Yesavg 34¢ | $22.66 | $16.46 | -$6.2 | 48% 4769-5064 (9833) |
KE keeptheblueflagflyinghigh<$100 | Noavg 80¢ | $14.2 | $14.2 | +$0 | 49% 2881-2944 (5825) |
SE sentrioCTR<$100 | Yesavg 34¢ | $5.49 | $5.16 | -$0.32 | 41% 1200-1727 (2927) |
![]() tradecraft<$100 | Noavg 65¢ | $3.73 | $3.9 | +$0.17 | 35% 509-934 (1443) |
MA MadridTimeCTR<$100 | Yesavg 20¢ | $3.55 | $3.82 | +$0.27 | 38% 1398-2248 (3646) |
Invested
$46.8
Value
$48.81
PnL
+$2
Record
52%
2556-2350 (4906)
Invested
$32
Value
$32
PnL
+$0
Record
38%
1406-2304 (3710)
Invested
$22.66
Value
$16.46
PnL
-$6.2
Record
48%
4769-5064 (9833)
Invested
$14.2
Value
$14.2
PnL
+$0
Record
49%
2881-2944 (5825)
Invested
$5.49
Value
$5.16
PnL
-$0.32
Record
41%
1200-1727 (2927)
tradecraft<$100Invested
$3.73
Value
$3.9
PnL
+$0.17
Record
35%
509-934 (1443)
Invested
$3.55
Value
$3.82
PnL
+$0.27
Record
38%
1398-2248 (3646)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
21.5¢ price + 1.0¢ spread + 0.9¢ fee (Sports 5%). 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.