Smart money holds the underdog side
Most tracked traders hold Lucio Ratti, while the market favors Maximo Zeitune (61%). 2 of 4 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Villa Maria: Lucio Ratti vs Maximo Zeitune
2 of 4 top Polymarket traders hold Lucio Ratti (50%) · Lucio Ratti at 39¢ · $192 held · ends Nov 9
⚖️
Neutral
Lucio Ratti
4
Lucio Ratti 50%
$191.82
-$1.56
39.3¢ → 39¢
-1% since entry · 2 traders
Research grade
NeutralLucio Ratti at 39%
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 %).
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
- Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer nothing was measured.
- 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
2 of 4 top traders (50%)Underdog side (market favors Maximo Zeitune 61%)2 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0xBc43c8bfBC4d77c2FC9011adaD38Ba43b88996d3-1765231687816CTR<$100 | Lucio Rattiavg 39¢ | $99.45 | $99.45 | +$0 | 50% 495-491 (986) |
![]() RollAwayTheDew<$100 | Maximo Zeituneavg 59¢ | $47.51 | $47.51 | +$0 | 54% 484-419 (903) |
GA GamblingAddict12345CTR<$100 | Lucio Rattiavg 40¢ | $44.6 | $43.48 | -$1.67 | 51% 3961-3861 (7822) |
![]() 0xheavy888<$100 | Maximo Zeituneavg 56¢ | $1.27 | $1.39 | +$0.11 | 56% 7456-5978 (13434) |
Invested
$99.45
Value
$99.45
PnL
+$0
Record
50%
495-491 (986)
RollAwayTheDew<$100Invested
$47.51
Value
$47.51
PnL
+$0
Record
54%
484-419 (903)
Invested
$44.6
Value
$43.48
PnL
-$1.67
Record
51%
3961-3861 (7822)
0xheavy888<$100Invested
$1.27
Value
$1.39
PnL
+$0.11
Record
56%
7456-5978 (13434)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
39.0¢ price + 1.0¢ spread + 1.2¢ 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.