Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (99%). 3 of 4 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Elon Musk post 540-559 tweets from October 27 to November 3, 2026?
3 of 4 top Polymarket traders hold Yes (75%) · Yes at 1.5¢ · $28 held · ends Nov 3
⚠️
Avoid
Yes
4
Yes 75%
$27.64
$60.27
Research grade
AvoidYes at 1%
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.
- 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
3 of 4 top traders (75%)Underdog side (market favors No 99%)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 |
|---|---|---|---|---|---|
PO poposub<$100 | Noavg 99¢ | $21.5 | $21 | -$0.5 | 46% 2053-2452 (4505) |
CF 0xcfa9...a5d3CTR<$100 | Yesavg 1¢ | $5.42 | $5.97 | +$0.54 | — |
![]() LornaPredictsCTR<$100 | Yesavg 2.1¢ | $1.94 | $0.5 | -$1.43 | 18% 527-2364 (2891) |
XT xtxpleasecallmeCTR<$100 | Yesavg 2.2¢ | $3.51 | $0.17 | +$61.66 | 36% 15335-27408 (42743) |
Invested
$21.5
Value
$21
PnL
-$0.5
Record
46%
2053-2452 (4505)
Invested
$5.42
Value
$5.97
PnL
+$0.54
Record
—
LornaPredictsCTR<$100Invested
$1.94
Value
$0.5
PnL
-$1.43
Record
18%
527-2364 (2891)
Invested
$3.51
Value
$0.17
PnL
+$61.66
Record
36%
15335-27408 (42743)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
1.5¢ price + 1.0¢ spread + 0.1¢ 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.