Smart money holds the underdog side
Most tracked traders hold Virginia, while the market favors Wake Forest (62%). 3 of 6 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Spread: Wake Forest (-14.5)
3 of 6 top Polymarket traders hold Virginia (50%) · Virginia at 38¢ · $4K held · ended Oct 31
⚖️
Neutral
Virginia
6
Virginia 50%
$3.5K
-$71.33
57.1¢ → 38¢
-33% since entry · 3 traders
Research grade
NeutralVirginia at 38%
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 %).
- Spread or totalOct 22 backtest: spreads and totals −14.5 % a trade in spring (95 % CI −27 to −1), +1.5 % in October: no edge.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that 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
3 of 6 top traders (50%)Underdog side (market favors Wake Forest 62%)3 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 |
|---|---|---|---|---|---|
![]() heyboy800CTR | Virginiaavg 57.1¢ | $2.9K | $2.9K | -$57.7 | 61% 950-597 (1547) |
GA gagarin59 | Wake Forestavg 45¢ | $504 | $492.8 | -$11.2 | 51% 699-666 (1365) |
LE LeLynxMalynxCTR<$100 | Virginiaavg 57¢ | $81.51 | $80.08 | -$1.43 | 58% 28788-21225 (50013) |
TO topdogbigboi<$100 | Wake Forestavg 45¢ | $45 | $44 | -$1 | 49% 8081-8480 (16561) |
AM AmericaFirst1<$100 | Wake Forestavg 44¢ | $37.59 | $37.59 | -$0 | 62% 2190-1327 (3517) |
![]() VeryLucky888CTR<$100 | Virginiaavg 56¢ | $10.72 | $10.72 | +$0 | 58% 42027-30514 (72541) |
heyboy800CTRInvested
$2,919.3
Value
$2.9K
PnL
-$57.7
Record
61%
950-597 (1547)
Invested
$504
Value
$492.8
PnL
-$11.2
Record
51%
699-666 (1365)
Invested
$81.51
Value
$80.08
PnL
-$1.43
Record
58%
28788-21225 (50013)
Invested
$45
Value
$44
PnL
-$1
Record
49%
8081-8480 (16561)
Invested
$37.59
Value
$37.59
PnL
-$0
Record
62%
2190-1327 (3517)
VeryLucky888CTR<$100Invested
$10.72
Value
$10.72
PnL
+$0
Record
58%
42027-30514 (72541)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
38.0¢ 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.