Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (56%). 2 of 9 traders hold an outcome priced under 50%.

Will the highest temperature in Beijing be 15°C on November 13?
2 of 9 top Polymarket traders hold Yes (22%) · Yes at 44¢ · $286 held · ends Nov 13
⚖️
Neutral
Yes
9
Yes 22%
$285.95
-$23.73
38.9¢ → 44¢
+13% since entry · 2 traders
Research grade
NeutralYes at 44%
No measured edge, which here means a loss: the plain consensus (5+ holders, 60 %+, held to resolution) lost −3.0 % a trade after costs out of sample in the full-year test (n 86,296, 95 % CI −3.6 to −2.4 %).
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
- Side priced 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.
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
2 of 9 top traders (22%)Underdog side (market favors No 56%)2 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
2 traders
Top 2 hold 100%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
22% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0xeb1b3ef2729ab7be83e1337ec81f24467c7f87c0CTR | Yesavg 38.9¢ | $149.03 | $139.73 | -$9.3 | 59% 1032-732 (1764) |
24 241532532432<$100 | Noavg 56.2¢ | $97.64 | $88.55 | -$9.08 | 35% 393-725 (1118) |
HE hello.67CTR<$100 | Yesavg 39¢ | $19.63 | $18.37 | -$1.26 | 64% 2127-1183 (3310) |
CI cigarettes<$100 | Noavg 60¢ | $12.01 | $10.21 | -$1.8 | 53% 6040-5408 (11448) |
0X 0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023<$100 | Noavg 53.7¢ | $8.2 | $7.79 | -$0.41 | 47% 506-567 (1073) |
0X 0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493<$100 | Noavg 55.8¢ | $7.92 | $7.23 | -$0.68 | 58% 456-326 (782) |
GH ghorrock<$100 | Noavg 51.7¢ | $6.57 | $6.48 | -$0.09 | 53% 866-756 (1622) |
0X 0x69f0C154a3412F2b3Fa7eB22c6d08E6B5B32FB27-1778811502354<$100 | Noavg 58¢ | $4.69 | $4.12 | -$0.57 | 63% 445-264 (709) |
PO Poligarch<$100 | Noavg 59¢ | $4.01 | $3.46 | -$0.54 | 77% 652-199 (851) |
Invested
$149.03
Value
$139.73
PnL
-$9.3
Record
59%
1032-732 (1764)
Invested
$97.64
Value
$88.55
PnL
-$9.08
Record
35%
393-725 (1118)
Invested
$19.63
Value
$18.37
PnL
-$1.26
Record
64%
2127-1183 (3310)
Invested
$12.01
Value
$10.21
PnL
-$1.8
Record
53%
6040-5408 (11448)
Invested
$8.2
Value
$7.79
PnL
-$0.41
Record
47%
506-567 (1073)
Invested
$7.92
Value
$7.23
PnL
-$0.68
Record
58%
456-326 (782)
Invested
$6.57
Value
$6.48
PnL
-$0.09
Record
53%
866-756 (1622)
Invested
$4.69
Value
$4.12
PnL
-$0.57
Record
63%
445-264 (709)
Invested
$4.01
Value
$3.46
PnL
-$0.54
Record
77%
652-199 (851)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
44.0¢ price + 1.0¢ spread + 1.2¢ 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
0xeb1b3ef2729ab7be83e1337ec81f24467c7f87c0
CTRYes — $139.73
241532532432
No — $88.55
hello.67
CTRYes — $18.37
cigarettes
No — $10.21
0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023
No — $7.79
0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493
No — $7.23
ghorrock
No — $6.48
0x69f0C154a3412F2b3Fa7eB22c6d08E6B5B32FB27-1778811502354
No — $4.12
Poligarch
No — $3.46