Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 5 of 8 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will the highest temperature in Manila be 33°C on November 5?
5 of 8 top Polymarket traders hold Yes (63%) · Yes at 0.1¢ · $398 held · ends Nov 5
⚠️
Avoid
Yes
8
Yes 63%
$398.49
$9.19
28.1¢ → 0.1¢
-100% since entry · 5 traders
Research grade
AvoidYes at 0%
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
5 of 8 top traders (63%)Underdog side (market favors No 100%)5 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Cooling
-8 pts consensus
Breadth
5 traders
Top 2 hold 97%
Freshness
Mature
22h old
Flip Quality
Clean
0 consensus flips
63% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 97% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x65f7226a82e093e5115e47ec2f4f7e733cd28b98CTR | Yesavg 36.7¢ | $883.22 | $324.64 | +$47.63 | 40% 830-1231 (2061) |
CI cigarettes<$100 | Noavg 49.6¢ | $34.8 | $39.28 | +$4.48 | 53% 23194-20409 (43603) |
![]() 2B9SCTR<$100 | Yesavg 5.1¢ | $27.4 | $13.76 | -$13.64 | 18% 4435-20817 (25252) |
PO PoligarchCTR<$100 | Yesavg 45.8¢ | $38.11 | $10.15 | -$27.96 | 54% 10311-8906 (19217) |
GH ghorrock<$100 | Noavg 47.5¢ | $9.47 | $5.63 | -$3.69 | 58% 20305-14907 (35212) |
0X 0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579<$100 | Noavg 6.4¢ | $2.97 | $3.26 | +$0.29 | 39% 1113-1749 (2862) |
![]() LucerysCTR<$100 | Yesavg 5.3¢ | $12.06 | $1.73 | +$2.08 | 75% 13139-4322 (17461) |
0X 0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271CTR<$100 | Yesavg 0.8¢ | $0.04 | $0.04 | -$0 | 27% 7006-19139 (26145) |
Invested
$883.22
Value
$324.64
PnL
+$47.63
Record
40%
830-1231 (2061)
Invested
$34.8
Value
$39.28
PnL
+$4.48
Record
53%
23194-20409 (43603)
2B9SCTR<$100Invested
$27.4
Value
$13.76
PnL
-$13.64
Record
18%
4435-20817 (25252)
Invested
$38.11
Value
$10.15
PnL
-$27.96
Record
54%
10311-8906 (19217)
Invested
$9.47
Value
$5.63
PnL
-$3.69
Record
58%
20305-14907 (35212)
Invested
$2.97
Value
$3.26
PnL
+$0.29
Record
39%
1113-1749 (2862)
LucerysCTR<$100Invested
$12.06
Value
$1.73
PnL
+$2.08
Record
75%
13139-4322 (17461)
Invested
$0.04
Value
$0.04
PnL
-$0
Record
27%
7006-19139 (26145)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.1¢ 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
0x65f7226a82e093e5115e47ec2f4f7e733cd28b98
CTRYes — $324.64
cigarettes
No — $39.28

2B9S
CTRYes — $13.76
Poligarch
CTRYes — $10.15
ghorrock
No — $5.63
0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579
No — $3.26

Lucerys
CTRYes — $1.73
0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271
CTRYes — $0.04