Smart money holds the underdog side
Most tracked traders hold No, while the market favors Yes (50%). 6 of 9 traders hold an outcome priced under 50%.

Will the highest temperature in Manila be 32°C on November 5?
6 of 9 top Polymarket traders hold No (67%) · No at 50¢ · $415 held · ends Nov 5
⚖️
Neutral
No
9
No 67%
1 arb excluded
$414.99
$32.15
72.5¢ → 49.5¢
-32% since entry · 6 traders
Research grade
NeutralNo at 50%
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 %).
- 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
6 of 9 top traders (67%)Underdog side (market favors Yes 50%)1 arbitrage trader dimmed6 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x65f7226a82e093e5115e47ec2f4f7e733cd28b98 | Yesavg 16.5¢ | $214.35 | $101.61 | +$50.94 | 41% 825-1203 (2028) |
PO PoligarchARB<$100 | Noavg 60.5¢ | $60.61 | $74.62 | +$14.01 | 54% 10260-8877 (19137) |
| └ Yes leg | Yesavg 27¢ | $23.47 | $45.07 | +$21.59 | |
| └ No leg | Noavg 60.5¢ | $37.14 | $29.55 | -$7.59 | |
CB Cb94C437EA5e6f088c6c0C143c592ab8EFBedCTR<$100 | Noavg 44.8¢ | $60.98 | $59.44 | +$5.67 | 53% 8400-7487 (15887) |
CI cigarettesCTR<$100 | Noavg 88¢ | $61.76 | $51.21 | -$10.55 | 53% 23002-20232 (43234) |
0X 0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658CTR<$100 | Noavg 91.5¢ | $51.91 | $34.11 | -$17.8 | 41% 1203-1759 (2962) |
GH ghorrockCTR | Noavg 82.8¢ | $101.8 | $27.24 | -$15.6 | 58% 20160-14785 (34945) |
BI Bilberry<$100 | Yesavg 11.3¢ | $7.73 | $22.52 | +$14.79 | 53% 3929-3484 (7413) |
0X 0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023CTR<$100 | Noavg 95.2¢ | $28.57 | $21.9 | -$6.67 | 42% 1214-1705 (2919) |
![]() 2B9S<$100 | Yesavg 13.2¢ | $8.02 | $19.98 | +$11.97 | 18% 4414-20716 (25130) |
0X 0x1F85EB9C455c5BDEF5D96C2739076678c7157B02-1778811447702CTR<$100 | Noavg 91.4¢ | $2.96 | $2.37 | -$0.6 | 41% 1142-1647 (2789) |
Invested
$214.35
Value
$101.61
PnL
+$50.94
Record
41%
825-1203 (2028)
Invested
$60.61
Value
$74.62
PnL
+$14.01
Record
54%
10260-8877 (19137)
Both legs:
Invested
$60.98
Value
$59.44
PnL
+$5.67
Record
53%
8400-7487 (15887)
Invested
$61.76
Value
$51.21
PnL
-$10.55
Record
53%
23002-20232 (43234)
Invested
$51.91
Value
$34.11
PnL
-$17.8
Record
41%
1203-1759 (2962)
Invested
$101.8
Value
$27.24
PnL
-$15.6
Record
58%
20160-14785 (34945)
Invested
$7.73
Value
$22.52
PnL
+$14.79
Record
53%
3929-3484 (7413)
Invested
$28.57
Value
$21.9
PnL
-$6.67
Record
42%
1214-1705 (2919)
2B9S<$100Invested
$8.02
Value
$19.98
PnL
+$11.97
Record
18%
4414-20716 (25130)
Invested
$2.96
Value
$2.37
PnL
-$0.6
Record
41%
1142-1647 (2789)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
49.5¢ 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
0x65f7226a82e093e5115e47ec2f4f7e733cd28b98
Yes — $101.61
Poligarch
ARBArbitrage — excluded
Cb94C437EA5e6f088c6c0C143c592ab8EFBed
CTRNo — $59.44
cigarettes
CTRNo — $51.21
0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658
CTRNo — $34.11
ghorrock
CTRNo — $27.24
Bilberry
Yes — $22.52
0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023
CTRNo — $21.9

2B9S
Yes — $19.98
0x1F85EB9C455c5BDEF5D96C2739076678c7157B02-1778811447702
CTRNo — $2.37