Smart money holds the underdog side
Most tracked traders hold No, while the market favors Yes (100%). 8 of 11 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 15°C on November 15?
8 of 11 top Polymarket traders hold No (73%) · No at 0.3¢ · $317 held · ended Nov 15
⚠️
Avoid
No
11
No 73%
$316.9
$116.42
Research grade
AvoidNo 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 11 top traders (73%)Underdog side (market favors Yes 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
+3 pts consensus
Breadth
8 traders
Top 2 hold 55%
Freshness
Fresh
4h old
Flip Quality
Clean
0 consensus flips
73% of non-arb traders are on No. Concentration is driven by the top two positions owning 55% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x65f7226a82e093e5115e47ec2f4f7e733cd28b98 | Yesavg 30.2¢ | $81.13 | $260.31 | +$179.18 | 54% 1238-1053 (2291) |
PO Poligarch<$100 | Yesavg 77.6¢ | $49.05 | $36.81 | -$12.24 | 71% 950-388 (1338) |
0X 0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271<$100 | Yesavg 92¢ | $18.4 | $19.4 | +$1 | 41% 276-405 (681) |
CI cigarettesCTR<$100 | Noavg 6.3¢ | $3.07 | $0.12 | -$2.95 | 53% 7468-6589 (14057) |
24 241532532432CTR<$100 | Noavg 77.4¢ | $31.82 | $0.08 | -$31.74 | 42% 803-1100 (1903) |
![]() HaradwaithCTR<$100 | Noavg 70¢ | $74.52 | $0.05 | -$6.91 | 29% 308-740 (1048) |
![]() balthazarCTR<$100 | Noavg 0.2¢ | $0.04 | $0.05 | +$0.92 | 42% 5212-7125 (12337) |
12 123987456CTR<$100 | Noavg 82¢ | $8.2 | $0.02 | -$8.18 | 33% 83-166 (249) |
0X 0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579CTR<$100 | Noavg 1.8¢ | $0.13 | $0.02 | -$0.11 | 50% 919-925 (1844) |
0X 0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293CTR<$100 | Noavg 12¢ | $0.96 | $0.02 | -$0.95 | 49% 854-884 (1738) |
GH ghorrockCTR<$100 | Noavg 68¢ | $5.98 | $0.01 | -$1.6 | 53% 2305-2071 (4376) |
Invested
$81.13
Value
$260.31
PnL
+$179.18
Record
54%
1238-1053 (2291)
Invested
$49.05
Value
$36.81
PnL
-$12.24
Record
71%
950-388 (1338)
Invested
$18.4
Value
$19.4
PnL
+$1
Record
41%
276-405 (681)
Invested
$3.07
Value
$0.12
PnL
-$2.95
Record
53%
7468-6589 (14057)
Invested
$31.82
Value
$0.08
PnL
-$31.74
Record
42%
803-1100 (1903)
HaradwaithCTR<$100Invested
$74.52
Value
$0.05
PnL
-$6.91
Record
29%
308-740 (1048)
balthazarCTR<$100Invested
$0.04
Value
$0.05
PnL
+$0.92
Record
42%
5212-7125 (12337)
Invested
$8.2
Value
$0.02
PnL
-$8.18
Record
33%
83-166 (249)
Invested
$0.13
Value
$0.02
PnL
-$0.11
Record
50%
919-925 (1844)
Invested
$0.96
Value
$0.02
PnL
-$0.95
Record
49%
854-884 (1738)
Invested
$5.98
Value
$0.01
PnL
-$1.6
Record
53%
2305-2071 (4376)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.3¢ 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
0x65f7226a82e093e5115e47ec2f4f7e733cd28b98
Yes — $260.31
Poligarch
Yes — $36.81
0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271
Yes — $19.4
cigarettes
CTRNo — $0.12
241532532432
CTRNo — $0.08

Haradwaith
CTRNo — $0.05

balthazar
CTRNo — $0.05
123987456
CTRNo — $0.02
0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579
CTRNo — $0.02
0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293
CTRNo — $0.02