Smart money holds the underdog side

Most tracked traders hold Yes, while the market favors No (100%). 11 of 11 traders hold an outcome priced under 50%.

Historically, consensus on sides priced under 40¢ lost money after costs.

Will Elon Musk post 60-79 tweets from November 10 to November 17, 2026?

11 of 11 top Polymarket traders hold Yes (100%) · Yes at 0.1¢ · $1 held · ends Nov 17

Yes<1¢No>99¢Ends Tue, Nov 17, 2026View on Polymarket

SIGNAL

⚠️

Avoid

Yes

Consensus Traders

Yes 100%

Total Value

$1.07

Combined PnL

-$90.55

Research grade

AvoidYes at 0%

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.
Culture / mentionsFull year, out of sample: culture lost −4.0 % a trade (n 1,214, 95 % CI −9.7 to +2.0); Oct 22 backtest: −7.1 % and −15.4 % in its two windows.

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

Yes

11 of 11 top traders (100%)Underdog side (market favors No 100%)11 hold an outcome priced under 50%11 small positions dimmed (<$100 invested)

Market Activity

Loading chart data…

Outcome Probabilities

Yes0%

No100%

Smart Money Breakdown by Outcome

Yes11 traders

Total Value$1.06

Total Shares2,115

Combined PnL-$90.55

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

11 traders

Top 2 hold 50%

Freshness

Mature

38h old

Flip Quality

Watch

2 consensus flips

Breadth vs concentrationBalanced

100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 50% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians

ctrYes 100% · 1

Aligned

Top 1000Yes 100% · 11

Aligned

Trader	Position	Invested	Value	PnL	Record
CI cigarettesCTR<$100	Yesavg 3.3¢	$23.28	$0.35	-$22.94	53% 6646-5820 (12466)
TH TheGreatBetaCTR<$100	Yesavg 3.3¢	$20.83	$0.18	-$20.16	0% 0-27 (27)
GH ghorrockCTR<$100	Yesavg 3.3¢	$10.47	$0.15	-$10.31	53% 1374-1218 (2592)
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100	Yesavg 3.3¢	$5.52	$0.08	-$5.43	18% 838-3822 (4660)
balthazarCTR<$100	Yesavg 3.3¢	$5.47	$0.08	-$5.39	45% 4975-6198 (11173)
LucerysCTR<$100	Yesavg 3.3¢	$16.96	$0.06	-$16.51	36% 3652-6517 (10169)
0X 0x9495d622aB74a6O1AD1668D3DD4F7A2E68C3468FCTR<$100	Yesavg 3.3¢	$3.04	$0.04	-$2.99	8% 9-110 (119)
GO godblessme2026CTR<$100	Yesavg 3.3¢	$2.73	$0.04	-$2.69	31% 225-501 (726)
GR graynotebook19CTR<$100	Yesavg 3.3¢	$2	$0.03	-$1.97	27% 976-2603 (3579)
LornaPredictsCTR<$100	Yesavg 3.3¢	$1.12	$0.02	-$1.1	13% 65-441 (506)
XT xtxpleasecallmeCTR<$100	Yesavg 3.3¢	$1.07	$0.02	-$1.05	39% 3489-5413 (8902)

cigarettesCTR<$100

Yes

Invested

$23.28

Value

$0.35

PnL

-$22.94

Record

53%

6646-5820 (12466)

TheGreatBetaCTR<$100

Yes

Invested

$20.83

Value

$0.18

PnL

-$20.16

Record

0-27 (27)

ghorrockCTR<$100

Yes

Invested

$10.47

Value

$0.15

PnL

-$10.31

Record

53%

1374-1218 (2592)

0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100

Yes

Invested

$5.52

Value

$0.08

PnL

-$5.43

Record

18%

838-3822 (4660)

balthazarCTR<$100

Yes

Invested

$5.47

Value

$0.08

PnL

-$5.39

Record

45%

4975-6198 (11173)

LucerysCTR<$100

Yes

Invested

$16.96

Value

$0.06

PnL

-$16.51

Record

36%

3652-6517 (10169)

0x9495d622aB74a6O1AD1668D3DD4F7A2E68C3468FCTR<$100

Yes

Invested

$3.04

Value

$0.04

PnL

-$2.99

Record

9-110 (119)

godblessme2026CTR<$100

Yes

Invested

$2.73

Value

$0.04

PnL

-$2.69

Record

31%

225-501 (726)

graynotebook19CTR<$100

Yes

Invested

Value

$0.03

PnL

-$1.97

Record

27%

976-2603 (3579)

LornaPredictsCTR<$100

Yes

Invested

$1.12

Value

$0.02

PnL

-$1.1

Record

13%

65-441 (506)

xtxpleasecallmeCTR<$100

Yes

Invested

$1.07

Value

$0.02

PnL

-$1.05

Record

39%

3489-5413 (8902)

Research grade

AvoidYes at 0%

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.
Culture / mentionsFull year, out of sample: culture lost −4.0 % a trade (n 1,214, 95 % CI −9.7 to +2.0); Oct 22 backtest: −7.1 % and −15.4 % in its two windows.

Smart Money Signal

Yes

11 of 11 top traders (100%)Underdog side (market favors No 100%)11 hold an outcome priced under 50%11 small positions dimmed (<$100 invested)

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

11 traders

Top 2 hold 50%

Freshness

Mature

38h old

Flip Quality

Watch

2 consensus flips

Breadth vs concentrationBalanced

100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 50% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians

ctrYes 100% · 1

Aligned

Top 1000Yes 100% · 11

Aligned

Chat

EV Calculator

Your estimated chance that Yes wins (%)

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

Stake (USDC)

Break-even chance1.1%

0.1¢ price + 1.0¢ spread + 0.1¢ fee (Other / General 5%). Win more often than this and the bet pays.

Expected Value—

Expected ROIenter your estimate

Max Profit

+$8974.83

Max Loss

-$100.00

9074.8

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.