Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (65%). 3 of 4 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will the highest temperature in Chengdu be 17°C on November 8?
3 of 4 top Polymarket traders hold Yes (75%) · Yes at 35¢ · $406 held · ends Nov 8
⚖️
Neutral
Yes
4
Yes 75%
$406.24
$38.53
31.6¢ → 35¢
+11% since entry · 3 traders
Research grade
NeutralYes at 35%
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 %).
- Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer 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
3 of 4 top traders (75%)Underdog side (market favors No 65%)3 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x65f7226a82e093e5115e47ec2f4f7e733cd28b98CTR | Yesavg 30.5¢ | $279.73 | $320.64 | +$40.9 | 37% 903-1557 (2460) |
HE hello.67CTR<$100 | Yesavg 36.7¢ | $72.33 | $69.04 | -$3.29 | 32% 2247-4752 (6999) |
PO PoligarchCTR<$100 | Yesavg 32.4¢ | $7.86 | $8.49 | +$0.63 | 54% 10730-9241 (19971) |
GH ghorrock<$100 | Noavg 69.1¢ | $14.56 | $8.07 | +$0.29 | 58% 21687-15792 (37479) |
Invested
$279.73
Value
$320.64
PnL
+$40.9
Record
37%
903-1557 (2460)
Invested
$72.33
Value
$69.04
PnL
-$3.29
Record
32%
2247-4752 (6999)
Invested
$7.86
Value
$8.49
PnL
+$0.63
Record
54%
10730-9241 (19971)
Invested
$14.56
Value
$8.07
PnL
+$0.29
Record
58%
21687-15792 (37479)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
35.0¢ 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.