Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 8 of 10 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will the highest temperature in Ankara be 14°C on November 15?
8 of 10 top Polymarket traders hold Yes (80%) · Yes at 0.1¢ · $19 held · ended Nov 15
⚠️
Avoid
Yes
10
Yes 80%
$18.58
-$25.85
Research grade
AvoidYes 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.
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
8 of 10 top traders (80%)Underdog side (market favors No 100%)8 hold an outcome priced under 50%10 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Building
+2 pts consensus
Breadth
8 traders
Top 2 hold 69%
Freshness
Fresh
2h old
Flip Quality
Clean
0 consensus flips
80% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 69% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293<$100 | Noavg 99.9¢ | $10.04 | $10.04 | +$0 | 49% 854-884 (1738) |
0X 0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343<$100 | Noavg 99.9¢ | $8.01 | $8.01 | +$0 | 51% 945-892 (1837) |
LU luciebotCTR<$100 | Yesavg 9.1¢ | $18.14 | $0.3 | -$9.66 | 24% 788-2560 (3348) |
0X 0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658CTR<$100 | Yesavg 9.1¢ | $3.09 | $0.07 | -$3.02 | 57% 836-638 (1474) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 9.1¢ | $2.45 | $0.05 | -$2.4 | 17% 858-4055 (4913) |
![]() balthazarCTR<$100 | Yesavg 30¢ | $6.29 | $0.04 | -$6.25 | 42% 5212-7125 (12337) |
PO PoligarchCTR<$100 | Yesavg 32.6¢ | $4.14 | $0.03 | -$4.12 | 71% 950-388 (1338) |
0X 0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271CTR<$100 | Yesavg 1¢ | $0.1 | $0.02 | -$0.08 | 41% 276-405 (681) |
AH aHjCzCTR<$100 | Yesavg 4¢ | $0.37 | $0.02 | -$0.32 | 25% 1356-4124 (5480) |
0X 0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579CTR<$100 | Yesavg 0.2¢ | $0 | $0 | +$0 | 50% 919-925 (1844) |
Invested
$10.04
Value
$10.04
PnL
+$0
Record
49%
854-884 (1738)
Invested
$8.01
Value
$8.01
PnL
+$0
Record
51%
945-892 (1837)
Invested
$18.14
Value
$0.3
PnL
-$9.66
Record
24%
788-2560 (3348)
Invested
$3.09
Value
$0.07
PnL
-$3.02
Record
57%
836-638 (1474)
Invested
$2.45
Value
$0.05
PnL
-$2.4
Record
17%
858-4055 (4913)
balthazarCTR<$100Invested
$6.29
Value
$0.04
PnL
-$6.25
Record
42%
5212-7125 (12337)
Invested
$4.14
Value
$0.03
PnL
-$4.12
Record
71%
950-388 (1338)
Invested
$0.1
Value
$0.02
PnL
-$0.08
Record
41%
276-405 (681)
Invested
$0.37
Value
$0.02
PnL
-$0.32
Record
25%
1356-4124 (5480)
Invested
$0
Value
$0
PnL
+$0
Record
50%
919-925 (1844)
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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 (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.
Market Info
Traders in this Market
0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293
No — $10.04
0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343
No — $8.01
luciebot
CTRYes — $0.3
0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658
CTRYes — $0.07
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.05

balthazar
CTRYes — $0.04
Poligarch
CTRYes — $0.03
0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271
CTRYes — $0.02
aHjCz
CTRYes — $0.02
0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579
CTRYes — $0