Smart money holds the underdog side
Most tracked traders hold Down, while the market favors Up (100%). 7 of 13 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Ethereum Up or Down - November 7, 9:10AM-9:15AM ET
7 of 13 top Polymarket traders hold Down (54%) · Down at 0.1¢ · $439 held · ended Nov 7
⚠️
Avoid
Down
13
Down 54%
$438.6
-$8.87
56.2¢ → 0.1¢
-100% since entry · 7 traders
Research grade
AvoidDown 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.
- 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
7 of 13 top traders (54%)Underdog side (market favors Up 100%)7 hold an outcome priced under 50%12 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
BL blue.birdsCTR | Downavg 42.6¢ | $145.16 | $138.28 | -$6.88 | 51% 12331-11829 (24160) |
0X 0x502b532F55778c0985846Dc53a9bc71eB4F33b15-1761320484518<$100 | Upavg 48.4¢ | $40.04 | $76.69 | +$36.64 | 58% 39935-28881 (68816) |
AS asdcaxzCTR<$100 | Downavg 64.5¢ | $95.65 | $69.83 | -$25.82 | 48% 6849-7470 (14319) |
![]() BoneOhio<$100 | Upavg 48¢ | $24 | $49.98 | +$25.98 | 74% 105188-37116 (142304) |
HO hoodquant<$100 | Upavg 99¢ | $38.73 | $38.73 | +$0 | 89% 29619-3561 (33180) |
![]() ohioism<$100 | Upavg 60¢ | $12 | $19.99 | +$7.99 | 63% 42601-25341 (67942) |
AS asdaefefCTR<$100 | Downavg 89¢ | $17.69 | $15 | -$2.69 | 66% 130929-67744 (198673) |
0X 0xba679aB701E6162CC2C932b8B498124F47394727-1774328661530<$100 | Upavg 61.7¢ | $12.34 | $10 | -$2.34 | 56% 60747-47255 (108002) |
UN uninformedfloww<$100 | Upavg 59¢ | $8.85 | $7.5 | -$1.35 | 56% 77597-59898 (137495) |
![]() MayorMamdaniCTR<$100 | Downavg 61.4¢ | $25.24 | $6.46 | -$18.78 | 55% 51983-43098 (95081) |
0X 0x424eb20Fcd25113e3b98f42522A54580350b263b-1774330621025CTR<$100 | Downavg 95.3¢ | $20.08 | $6.14 | -$13.94 | 58% 63489-46675 (110164) |
DR drfc4eybh7i8CTR<$100 | Downavg 89¢ | $5.64 | $0 | -$5.64 | 65% 130595-70363 (200958) |
AS asidjasiodjaCTR<$100 | Downavg 41¢ | $2.05 | $0 | -$2.05 | 61% 98840-62760 (161600) |
Invested
$145.16
Value
$138.28
PnL
-$6.88
Record
51%
12331-11829 (24160)
Invested
$40.04
Value
$76.69
PnL
+$36.64
Record
58%
39935-28881 (68816)
Invested
$95.65
Value
$69.83
PnL
-$25.82
Record
48%
6849-7470 (14319)
BoneOhio<$100Invested
$24
Value
$49.98
PnL
+$25.98
Record
74%
105188-37116 (142304)
Invested
$38.73
Value
$38.73
PnL
+$0
Record
89%
29619-3561 (33180)
ohioism<$100Invested
$12
Value
$19.99
PnL
+$7.99
Record
63%
42601-25341 (67942)
Invested
$17.69
Value
$15
PnL
-$2.69
Record
66%
130929-67744 (198673)
Invested
$12.34
Value
$10
PnL
-$2.34
Record
56%
60747-47255 (108002)
Invested
$8.85
Value
$7.5
PnL
-$1.35
Record
56%
77597-59898 (137495)
MayorMamdaniCTR<$100Invested
$25.24
Value
$6.46
PnL
-$18.78
Record
55%
51983-43098 (95081)
Invested
$20.08
Value
$6.14
PnL
-$13.94
Record
58%
63489-46675 (110164)
Invested
$5.64
Value
$0
PnL
-$5.64
Record
65%
130595-70363 (200958)
Invested
$2.05
Value
$0
PnL
-$2.05
Record
61%
98840-62760 (161600)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.1¢ price + 1.0¢ spread + 0.1¢ fee (Crypto 7%). 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
blue.birds
CTRDown — $138.28
0x502b532F55778c0985846Dc53a9bc71eB4F33b15-1761320484518
Up — $76.69
asdcaxz
CTRDown — $69.83

BoneOhio
Up — $49.98
hoodquant
Up — $38.73

ohioism
Up — $19.99
asdaefef
CTRDown — $15
0xba679aB701E6162CC2C932b8B498124F47394727-1774328661530
Up — $10
uninformedfloww
Up — $7.5

MayorMamdani
CTRDown — $6.46