Smart money holds the underdog side
Most tracked traders hold No, while the market favors Yes (99%). 6 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 Istanbul be 13°C on November 15?
6 of 10 top Polymarket traders hold No (60%) · No at 1.2¢ · $111 held · ended Nov 15
⚠️
Avoid
No
10
No 60%
$110.89
-$172.17
64.8¢ → 1.2¢
-98% since entry · 6 traders
Research grade
AvoidNo at 1%
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
6 of 10 top traders (60%)Underdog side (market favors Yes 99%)6 hold an outcome priced under 50%10 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
-15 pts consensus
Breadth
6 traders
Top 2 hold 85%
Freshness
Mature
22h old
Flip Quality
Clean
0 consensus flips
60% of non-arb traders are on No. Concentration is driven by the top two positions owning 85% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
PO Poligarch<$100 | Yesavg 99¢ | $74.9 | $69.33 | -$5.57 | 71% 950-388 (1338) |
0X 0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343<$100 | Yesavg 98¢ | $29.42 | $29.42 | -$0 | 51% 945-892 (1837) |
E4 e46m3<$100 | Yesavg 9.1¢ | $0.45 | $4.9 | +$4.45 | 40% 2676-3963 (6639) |
GH ghorrockCTR<$100 | Noavg 69.5¢ | $15.24 | $3.42 | -$11.82 | 53% 2305-2071 (4376) |
0X 0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293<$100 | Yesavg 98¢ | $2 | $2 | +$0 | 49% 854-884 (1738) |
BI BilberryCTR<$100 | Noavg 60.8¢ | $82.77 | $0.95 | -$81.82 | 43% 56-75 (131) |
CI cigarettesCTR<$100 | Noavg 77.4¢ | $38.57 | $0.35 | -$38.23 | 53% 7468-6589 (14057) |
24 241532532432CTR<$100 | Noavg 68¢ | $33.41 | $0.34 | -$33.06 | 42% 803-1100 (1903) |
0X 0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493CTR<$100 | Noavg 0.7¢ | $0.04 | $0.1 | +$0.07 | 58% 864-619 (1483) |
GO godblessme2026CTR<$100 | Noavg 62.6¢ | $6.26 | $0.07 | -$6.19 | 34% 352-671 (1023) |
Invested
$74.9
Value
$69.33
PnL
-$5.57
Record
71%
950-388 (1338)
Invested
$29.42
Value
$29.42
PnL
-$0
Record
51%
945-892 (1837)
Invested
$0.45
Value
$4.9
PnL
+$4.45
Record
40%
2676-3963 (6639)
Invested
$15.24
Value
$3.42
PnL
-$11.82
Record
53%
2305-2071 (4376)
Invested
$2
Value
$2
PnL
+$0
Record
49%
854-884 (1738)
Invested
$82.77
Value
$0.95
PnL
-$81.82
Record
43%
56-75 (131)
Invested
$38.57
Value
$0.35
PnL
-$38.23
Record
53%
7468-6589 (14057)
Invested
$33.41
Value
$0.34
PnL
-$33.06
Record
42%
803-1100 (1903)
Invested
$0.04
Value
$0.1
PnL
+$0.07
Record
58%
864-619 (1483)
Invested
$6.26
Value
$0.07
PnL
-$6.19
Record
34%
352-671 (1023)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
1.2¢ 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
Poligarch
Yes — $69.33
0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343
Yes — $29.42
e46m3
Yes — $4.9
ghorrock
CTRNo — $3.42
0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293
Yes — $2
Bilberry
CTRNo — $0.95
cigarettes
CTRNo — $0.35
241532532432
CTRNo — $0.34
0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493
CTRNo — $0.1
godblessme2026
CTRNo — $0.07