Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 7 of 12 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will the highest temperature in Kuala Lumpur be 32°C on November 10?
7 of 12 top Polymarket traders hold Yes (58%) · Yes at 0.5¢ · $195 held · ends Nov 10
⚠️
Avoid
Yes
12
Yes 58%
1 arb excluded
$194.52
$7.95
Research grade
AvoidYes 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.
- 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
7 of 12 top traders (58%)Underdog side (market favors No 100%)1 arbitrage trader dimmed7 hold an outcome priced under 50%12 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
24 241532532432ARB<$100 | Yesavg 51.1¢ | $92.35 | $86.45 | -$5.9 | 21% 132-485 (617) |
| └ No leg | Noavg 46.1¢ | $43.84 | $47.5 | +$3.66 | |
| └ Yes leg | Yesavg 51.1¢ | $48.51 | $38.95 | -$9.56 | |
0X 0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579<$100 | Noavg 59.4¢ | $19.3 | $24.17 | +$4.87 | 28% 153-400 (553) |
PO PoligarchCTR<$100 | Yesavg 47¢ | $20.77 | $21.25 | +$0.48 | 89% 409-53 (462) |
![]() Lucerys<$100 | Noavg 49.6¢ | $18.2 | $18.35 | +$0.14 | 37% 2788-4826 (7614) |
0X 0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343<$100 | Noavg 48.6¢ | $13.23 | $16.48 | +$3.25 | 30% 174-414 (588) |
HA haveagoodday<$100 | Noavg 49¢ | $14.7 | $15 | +$0.3 | 6% 18-276 (294) |
0X 0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293<$100 | Noavg 49¢ | $2.53 | $4.04 | +$1.5 | 35% 138-259 (397) |
0X 0x1F85EB9C455c5BDEF5D96C2739076678c7157B02-1778811447702CTR<$100 | Yesavg 59¢ | $2.95 | $2.05 | -$0.9 | 34% 150-294 (444) |
0X 0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271CTR<$100 | Yesavg 70¢ | $3.5 | $2.05 | -$1.45 | 57% 56-43 (99) |
![]() balthazarCTR<$100 | Yesavg 62¢ | $2.98 | $1.97 | -$1.01 | 51% 4240-4094 (8334) |
0X 0x9b129aD05Bc0a8df3C73DfCC66fE75252DaEC2D5-1778811687225CTR<$100 | Yesavg 11¢ | $0.57 | $1.14 | +$0.57 | 36% 462-806 (1268) |
0X 0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023CTR<$100 | Yesavg 15¢ | $0.76 | $1.12 | +$0.35 | 31% 163-361 (524) |
GH ghorrockCTR<$100 | Yesavg 56¢ | $0.61 | $0.45 | -$0.16 | 51% 197-186 (383) |
Invested
$92.35
Value
$86.45
PnL
-$5.9
Record
21%
132-485 (617)
Both legs:
Invested
$19.3
Value
$24.17
PnL
+$4.87
Record
28%
153-400 (553)
Invested
$20.77
Value
$21.25
PnL
+$0.48
Record
89%
409-53 (462)
Lucerys<$100Invested
$18.2
Value
$18.35
PnL
+$0.14
Record
37%
2788-4826 (7614)
Invested
$13.23
Value
$16.48
PnL
+$3.25
Record
30%
174-414 (588)
Invested
$14.7
Value
$15
PnL
+$0.3
Record
6%
18-276 (294)
Invested
$2.53
Value
$4.04
PnL
+$1.5
Record
35%
138-259 (397)
Invested
$2.95
Value
$2.05
PnL
-$0.9
Record
34%
150-294 (444)
Invested
$3.5
Value
$2.05
PnL
-$1.45
Record
57%
56-43 (99)
balthazarCTR<$100Invested
$2.98
Value
$1.97
PnL
-$1.01
Record
51%
4240-4094 (8334)
Invested
$0.57
Value
$1.14
PnL
+$0.57
Record
36%
462-806 (1268)
Invested
$0.76
Value
$1.12
PnL
+$0.35
Record
31%
163-361 (524)
Invested
$0.61
Value
$0.45
PnL
-$0.16
Record
51%
197-186 (383)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.5¢ 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
241532532432
ARBArbitrage — excluded
0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579
No — $24.17
Poligarch
CTRYes — $21.25

Lucerys
No — $18.35
0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343
No — $16.48
haveagoodday
No — $15
0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293
No — $4.04
0x1F85EB9C455c5BDEF5D96C2739076678c7157B02-1778811447702
CTRYes — $2.05
0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271
CTRYes — $2.05

balthazar
CTRYes — $1.97