Smart money holds the underdog side
Most tracked traders hold Up, while the market favors Down (86%). 4 of 18 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Ethereum Up or Down - November 15, 2:35PM-2:40PM ET
4 of 18 top Polymarket traders hold Up (22%) · Up at 14¢ · $3K held · ends Nov 15
⚠️
Avoid
Up
18
Up 22%
3 arb excluded
$3.2K
$14.33
48.5¢ → 14.5¢
-70% since entry · 4 traders
Research grade
AvoidUp at 14%
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
4 of 18 top traders (22%)Underdog side (market favors Down 86%)3 arbitrage traders dimmed4 hold an outcome priced under 50%15 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0xf074dc84e438e22488da4e078fad1be62ede723bCTR | Upavg 50¢ | $1.5K | $1.4K | -$8.52 | 60% 625-416 (1041) |
UN uninformedflowwARB<$100 | Downavg 52¢ | $572.2 | $689.72 | +$117.52 | 49% 2537-2616 (5153) |
| └ Down leg | Downavg 52¢ | $430.4 | $509.03 | +$78.63 | |
| └ Up leg | Upavg 30.2¢ | $141.8 | $180.69 | +$38.89 | |
BY ByteBadger92 | Downavg 50.7¢ | $511.85 | $499.28 | -$1.02 | 54% 4282-3627 (7909) |
LI Little-big | Downavg 52¢ | $104 | $99 | -$5 | 52% 1151-1083 (2234) |
0X 0xba679aB701E6162CC2C932b8B498124F47394727-1774328661530ARB<$100 | Downavg 52¢ | $49.2 | $60 | +$10.8 | 48% 2553-2774 (5327) |
| └ Down leg | Downavg 52¢ | $31.2 | $36.9 | +$5.7 | |
| └ Up leg | Upavg 30¢ | $18 | $23.1 | +$5.1 | |
AS asdcaxz<$100 | Downavg 55.3¢ | $49.46 | $59.87 | +$10.4 | 50% 4644-4696 (9340) |
SO soswald1<$100 | Downavg 69¢ | $50.4 | $55.65 | +$5.25 | 52% 3909-3625 (7534) |
![]() ohioismARB<$100 | Downavg 52¢ | $38.8 | $47.7 | +$8.9 | 47% 2471-2739 (5210) |
| └ Down leg | Downavg 52¢ | $20.8 | $24.6 | +$3.8 | |
| └ Up leg | Upavg 30¢ | $18 | $23.1 | +$5.1 | |
PL ply-pm2<$100 | Downavg 81.3¢ | $46.65 | $43.28 | -$3.37 | 54% 2739-2328 (5067) |
![]() G-Penis-Monster<$100 | Downavg 52¢ | $29.8 | $36.15 | +$6.35 | 43% 2435-3165 (5600) |
0X 0x424eb20Fcd25113e3b98f42522A54580350b263b-1774330621025CTR<$100 | Upavg 30¢ | $26.2 | $33.1 | +$6.9 | 48% 2576-2827 (5403) |
HC HcrystallashCTR<$100 | Upavg 49.5¢ | $45.39 | $32.41 | -$7.38 | 58% 5209-3849 (9058) |
![]() OhioRiskManagement<$100 | Downavg 65.5¢ | $19.9 | $23.18 | +$3.28 | 40% 1760-2679 (4439) |
RA rabadabadoo<$100 | Downavg 52¢ | $18.19 | $22.36 | +$4.17 | 46% 1715-1974 (3689) |
0X 0x502b532F55778c0985846Dc53a9bc71eB4F33b15-1761320484518<$100 | Downavg 50.5¢ | $22.22 | $21.78 | -$0.44 | 51% 2213-2109 (4322) |
![]() BoneOhioCTR<$100 | Upavg 30¢ | $15 | $19.25 | +$4.25 | 70% 1855-804 (2659) |
AA aaa221<$100 | Downavg 89¢ | $17.8 | $17.7 | -$0.1 | 60% 4284-2912 (7196) |
PB PBot-6<$100 | Downavg 51.3¢ | $15.4 | $14.85 | -$0.55 | 50% 986-979 (1965) |
![]() MayorMamdani<$100 | Downavg 86¢ | $7.13 | $7.11 | -$0.02 | 52% 3078-2785 (5863) |
DR drfc4eybh7i8<$100 | Downavg 52¢ | $5.64 | $5.73 | +$0.15 | 62% 4692-2855 (7547) |
0X 0x0dbd0e1d5999a401263dc26cbf1597f2be0cfcd5-1793622023710<$100 | Downavg 52¢ | $3.12 | $3.09 | -$0.03 | 42% 2132-2886 (5018) |
Invested
$1,500
Value
$1.4K
PnL
-$8.52
Record
60%
625-416 (1041)
Invested
$572.2
Value
$689.72
PnL
+$117.52
Record
49%
2537-2616 (5153)
Both legs:
Invested
$511.85
Value
$499.28
PnL
-$1.02
Record
54%
4282-3627 (7909)
Invested
$104
Value
$99
PnL
-$5
Record
52%
1151-1083 (2234)
Invested
$49.2
Value
$60
PnL
+$10.8
Record
48%
2553-2774 (5327)
Both legs:
Invested
$49.46
Value
$59.87
PnL
+$10.4
Record
50%
4644-4696 (9340)
Invested
$50.4
Value
$55.65
PnL
+$5.25
Record
52%
3909-3625 (7534)
ohioismARB<$100Invested
$38.8
Value
$47.7
PnL
+$8.9
Record
47%
2471-2739 (5210)
Both legs:
Invested
$46.65
Value
$43.28
PnL
-$3.37
Record
54%
2739-2328 (5067)
G-Penis-Monster<$100Invested
$29.8
Value
$36.15
PnL
+$6.35
Record
43%
2435-3165 (5600)
Invested
$26.2
Value
$33.1
PnL
+$6.9
Record
48%
2576-2827 (5403)
Invested
$45.39
Value
$32.41
PnL
-$7.38
Record
58%
5209-3849 (9058)
OhioRiskManagement<$100Invested
$19.9
Value
$23.18
PnL
+$3.28
Record
40%
1760-2679 (4439)
Invested
$18.19
Value
$22.36
PnL
+$4.17
Record
46%
1715-1974 (3689)
Invested
$22.22
Value
$21.78
PnL
-$0.44
Record
51%
2213-2109 (4322)
BoneOhioCTR<$100Invested
$15
Value
$19.25
PnL
+$4.25
Record
70%
1855-804 (2659)
Invested
$17.8
Value
$17.7
PnL
-$0.1
Record
60%
4284-2912 (7196)
Invested
$15.4
Value
$14.85
PnL
-$0.55
Record
50%
986-979 (1965)
MayorMamdani<$100Invested
$7.13
Value
$7.11
PnL
-$0.02
Record
52%
3078-2785 (5863)
Invested
$5.64
Value
$5.73
PnL
+$0.15
Record
62%
4692-2855 (7547)
Invested
$3.12
Value
$3.09
PnL
-$0.03
Record
42%
2132-2886 (5018)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
14.5¢ price + 1.0¢ spread + 0.9¢ 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
0xf074dc84e438e22488da4e078fad1be62ede723b
CTRUp — $1.4K
uninformedfloww
ARBArbitrage — excluded
ByteBadger92
Down — $499.28
Little-big
Down — $99
0xba679aB701E6162CC2C932b8B498124F47394727-1774328661530
ARBArbitrage — excluded
asdcaxz
Down — $59.87
soswald1
Down — $55.65

ohioism
ARBArbitrage — excluded
ply-pm2
Down — $43.28

G-Penis-Monster
Down — $36.15