Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (65%). 1 of 4 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Elon Musk post 90-114 tweets from October 26 to October 28, 2026?
1 of 4 top Polymarket traders hold Yes (25%) · Yes at 35¢ · $861 held · ends Oct 28
⚠️
Avoid
Yes
4
Yes 25%
$861.13
-$70.39
Research grade
AvoidYes at 35%
Matches a pattern that lost clearly more than the trading costs in the backtests.
- Culture / mentionsCulture lost in both windows: −7.1 % (95 % CI −15 to −0.1) and −15.4 % (95 % CI −35 to −3) a trade.
- 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¢0.30–0.50 lost −6.5 % a trade pooled (n 2,793), a little worse than the plain consensus.
Backtest of Oct 22 2026: one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees. The grade never goes above “Research candidate”: no rule passed the multiple-testing check. It is not a forecast and not advice.
Smart Money Signal
1 of 4 top traders (25%)Underdog side (market favors No 65%)1 holds an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
DD dddtripsCTR | Yesavg 31.6¢ | $537.13 | $484.81 | -$52.31 | 38% 569-936 (1505) |
![]() balthazar | Noavg 77.5¢ | $278.69 | $257 | -$21.69 | 62% 18410-11080 (29490) |
BI bipbipbop<$100 | Noavg 64.8¢ | $58.43 | $60.82 | +$5.63 | 65% 2251-1231 (3482) |
GH ghorrock<$100 | Noavg 72.8¢ | $73.24 | $58.5 | -$2.02 | 57% 12146-9242 (21388) |
Invested
$537.13
Value
$484.81
PnL
-$52.31
Record
38%
569-936 (1505)
balthazarInvested
$278.69
Value
$257
PnL
-$21.69
Record
62%
18410-11080 (29490)
Invested
$58.43
Value
$60.82
PnL
+$5.63
Record
65%
2251-1231 (3482)
Invested
$73.24
Value
$58.5
PnL
-$2.02
Record
57%
12146-9242 (21388)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
35.0¢ price + 1.0¢ spread + 1.2¢ 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.