Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (93%). 5 of 9 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will the highest temperature in Chicago be between 44-45°F on November 14?
5 of 9 top Polymarket traders hold Yes (56%) · Yes at 7.0¢ · $182 held · ends Nov 14
⚠️
Avoid
Yes
9
Yes 56%
$181.79
$2.86
Research grade
AvoidYes at 7%
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
5 of 9 top traders (56%)Underdog side (market favors No 93%)5 hold an outcome priced under 50%9 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+6 pts consensus
Breadth
5 traders
Top 2 hold 66%
Freshness
Fresh
3h old
Flip Quality
Watch
1 consensus flip
56% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 66% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
CI cigarettes<$100 | Noavg 94¢ | $56.4 | $57 | +$0.6 | 53% 6618-5816 (12434) |
GR graynotebook19<$100 | Noavg 92.5¢ | $55.51 | $57 | +$1.49 | 27% 973-2599 (3572) |
MI mildwindow27<$100 | Noavg 87¢ | $25.93 | $28.32 | +$2.38 | 30% 989-2362 (3351) |
HE hello.67CTR<$100 | Yesavg 6.6¢ | $12.69 | $12.06 | -$0.63 | 58% 2224-1622 (3846) |
PO Poligarch<$100 | Noavg 88¢ | $8.53 | $9.21 | +$0.68 | 73% 778-291 (1069) |
BI BilberryCTR<$100 | Yesavg 6¢ | $8.88 | $8.88 | -$0 | 39% 31-48 (79) |
![]() LornaPredictsCTR<$100 | Yesavg 8¢ | $7.38 | $5.79 | -$1.58 | 13% 62-416 (478) |
24 241532532432CTR<$100 | Yesavg 5.4¢ | $2.77 | $3.21 | +$0.44 | 38% 543-874 (1417) |
LU luciebotCTR<$100 | Yesavg 9.1¢ | $12.01 | $0.31 | -$0.52 | 30% 612-1455 (2067) |
Invested
$56.4
Value
$57
PnL
+$0.6
Record
53%
6618-5816 (12434)
Invested
$55.51
Value
$57
PnL
+$1.49
Record
27%
973-2599 (3572)
Invested
$25.93
Value
$28.32
PnL
+$2.38
Record
30%
989-2362 (3351)
Invested
$12.69
Value
$12.06
PnL
-$0.63
Record
58%
2224-1622 (3846)
Invested
$8.53
Value
$9.21
PnL
+$0.68
Record
73%
778-291 (1069)
Invested
$8.88
Value
$8.88
PnL
-$0
Record
39%
31-48 (79)
LornaPredictsCTR<$100Invested
$7.38
Value
$5.79
PnL
-$1.58
Record
13%
62-416 (478)
Invested
$2.77
Value
$3.21
PnL
+$0.44
Record
38%
543-874 (1417)
Invested
$12.01
Value
$0.31
PnL
-$0.52
Record
30%
612-1455 (2067)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
7.0¢ price + 1.0¢ spread + 0.4¢ 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.