Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (93%). 6 of 11 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Elon Musk post 115-139 tweets from November 5 to November 7, 2026?
6 of 11 top Polymarket traders hold Yes (55%) · Yes at 7.1¢ · $563 held · ends Nov 7
⚠️
Avoid
Yes
11
Yes 55%
$563.1
$141.15
8¢ → 7.1¢
-10% since entry · 6 traders
Research grade
AvoidYes at 7%
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.
- 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
6 of 11 top traders (55%)Underdog side (market favors No 93%)6 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 |
|---|---|---|---|---|---|
XZ xzsaCTR | Yesavg 9.1¢ | $89.64 | $110.06 | +$20.42 | 8% 4-44 (48) |
CI cigarettes | Noavg 88.8¢ | $109.6 | $96.2 | -$3.4 | 53% 23842-20976 (44818) |
BI Bigggggggg | Noavg 95.3¢ | $164.5 | $95.9 | -$2.28 | 32% 3291-7156 (10447) |
GH ghorrock | Noavg 90.1¢ | $344.41 | $94.83 | +$5.95 | 58% 21422-15550 (36972) |
EL ElonSimpCTR | Yesavg 6.2¢ | $165.99 | $55.13 | +$37.16 | 31% 228-509 (737) |
![]() LornaPredictsCTR<$100 | Yesavg 6.6¢ | $35.27 | $38.47 | +$83.25 | 19% 2922-12389 (15311) |
![]() Kamenshyk22CTR<$100 | Yesavg 9.7¢ | $38.82 | $19.64 | -$7.32 | 18% 396-1805 (2201) |
![]() balthazar | Noavg 92¢ | $185.76 | $18.65 | +$40.15 | 52% 31079-29042 (60121) |
CB Cb94C437EA5e6f088c6c0C143c592ab8EFBedCTR | Yesavg 9¢ | $166.24 | $17.59 | -$33.58 | 53% 8627-7719 (16346) |
XT xtxpleasecallme<$100 | Noavg 92.9¢ | $15.13 | $14.46 | -$0.67 | 34% 19439-36995 (56434) |
0X 0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271CTR<$100 | Yesavg 3.3¢ | $0.68 | $2.16 | +$1.48 | 26% 7367-21150 (28517) |
Invested
$89.64
Value
$110.06
PnL
+$20.42
Record
8%
4-44 (48)
Invested
$109.6
Value
$96.2
PnL
-$3.4
Record
53%
23842-20976 (44818)
Invested
$164.5
Value
$95.9
PnL
-$2.28
Record
32%
3291-7156 (10447)
Invested
$344.41
Value
$94.83
PnL
+$5.95
Record
58%
21422-15550 (36972)
Invested
$165.99
Value
$55.13
PnL
+$37.16
Record
31%
228-509 (737)
LornaPredictsCTR<$100Invested
$35.27
Value
$38.47
PnL
+$83.25
Record
19%
2922-12389 (15311)
Kamenshyk22CTR<$100Invested
$38.82
Value
$19.64
PnL
-$7.32
Record
18%
396-1805 (2201)
balthazarInvested
$185.76
Value
$18.65
PnL
+$40.15
Record
52%
31079-29042 (60121)
Invested
$166.24
Value
$17.59
PnL
-$33.58
Record
53%
8627-7719 (16346)
Invested
$15.13
Value
$14.46
PnL
-$0.67
Record
34%
19439-36995 (56434)
Invested
$0.68
Value
$2.16
PnL
+$1.48
Record
26%
7367-21150 (28517)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
7.1¢ price + 1.0¢ spread + 0.4¢ fee (Other / General 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.
Market Info
Traders in this Market
xzsa
CTRYes — $110.06
cigarettes
No — $96.2
Bigggggggg
No — $95.9
ghorrock
No — $94.83
ElonSimp
CTRYes — $55.13

LornaPredicts
CTRYes — $38.47

Kamenshyk22
CTRYes — $19.64

balthazar
No — $18.65
Cb94C437EA5e6f088c6c0C143c592ab8EFBed
CTRYes — $17.59
xtxpleasecallme
No — $14.46