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Smart money holds the underdog side

Most tracked traders hold Yanki Erel, while the market favors Masamichi Imamura (53%). 12 of 14 traders hold an outcome priced under 50%.

Taipei: Yanki Erel vs Masamichi Imamura

12 of 14 top Polymarket traders hold Yanki Erel (86%) · Yanki Erel at 48¢ · $22K held · ends Nov 9

Yanki Erel48¢Masamichi Imamura52¢Ends Mon, Nov 9, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Yanki Erel

Consensus Traders

14

Yanki Erel 86%

1 arb excluded

Total Value

$22.3K

Combined PnL

$-4.2K

Smart Money Entry

60¢ → 47.5¢

-21% since entry · 12 traders

Research grade

NeutralYanki Erel at 48%

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 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.

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

Yanki Erel

12 of 14 top traders (86%)Underdog side (market favors Masamichi Imamura 53%)1 arbitrage trader dimmed12 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yanki Erel48%
Masamichi Imamura53%

Smart Money Breakdown by Outcome

Yanki Erel12 traders
Total Value$21.9K
Total Shares41,959
Combined PnL$-4.2K
Masamichi Imamura2 traders
Total Value$221.22
Total Shares463
Combined PnL-$5.12
Yanki Erel — 86%Masamichi Imamura — 14%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

5 traders

Top 2 hold 90%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

83% of non-arb traders are on Yanki Erel. Concentration is driven by the top two positions owning 90% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleYanki Erel 100% · 1
Aligned
sharpYanki Erel 100% · 1
Aligned
ctrYanki Erel 100% · 2
Aligned
Hand-pickedYanki Erel 100% · 2
Aligned
Top 1000Yanki Erel 80% · 5
Aligned

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EV Calculator

Consensus % is how many tracked traders hold a side, not a win probability.

Break-even chance49.7%

47.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$101.01
Max Loss
-$100.00
Shares
201.0

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.

Market Info

Condition ID
0x31918825...8f902c
Slug
atp-erel-imamura-2026-11-01
Trade on Polymarket