Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (87%). 2 of 4 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Elon Musk post 360-379 tweets from October 27 to November 3, 2026?
2 of 4 top Polymarket traders hold Yes (50%) · Yes at 13¢ · $643 held · ends Nov 3
⚠️
Avoid
Yes
4
Yes 50%
$642.83
$64.33
6.5¢ → 12.8¢
+97% since entry · 2 traders
Research grade
AvoidYes at 13%
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.
- Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer 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
2 of 4 top traders (50%)Underdog side (market favors No 87%)2 hold an outcome priced under 50%
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() balthazar | Noavg 91¢ | $252.56 | $254.08 | +$1.52 | 61% 20945-13330 (34275) |
DD dddtripsCTR | Yesavg 6.4¢ | $273.4 | $248.65 | -$24.75 | 38% 598-969 (1567) |
BI bipbipbopCTR | Yesavg 7.2¢ | $162.56 | $110.76 | +$72.23 | 64% 2370-1317 (3687) |
XT xtxpleasecallme | Noavg 87.4¢ | $192.92 | $29.34 | +$15.32 | 36% 15264-27350 (42614) |
balthazarInvested
$252.56
Value
$254.08
PnL
+$1.52
Record
61%
20945-13330 (34275)
Invested
$273.4
Value
$248.65
PnL
-$24.75
Record
38%
598-969 (1567)
Invested
$162.56
Value
$110.76
PnL
+$72.23
Record
64%
2370-1317 (3687)
Invested
$192.92
Value
$29.34
PnL
+$15.32
Record
36%
15264-27350 (42614)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
12.8¢ price + 1.0¢ spread + 0.6¢ 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.