Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 7 of 11 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will the highest temperature in Munich be 8°C on November 15?
7 of 11 top Polymarket traders hold Yes (64%) · Yes at 0.1¢ · $149 held · ended Nov 15
⚠️
Avoid
Yes
11
Yes 64%
$148.64
$28.72
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
7 of 11 top traders (64%)Underdog side (market favors No 100%)7 hold an outcome priced under 50%10 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+1 pts consensus
Breadth
7 traders
Top 2 hold 66%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
64% 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 |
|---|---|---|---|---|---|
24 241532532432CTR | Yesavg 28.6¢ | $135.65 | $59.48 | +$8.35 | 42% 803-1100 (1903) |
PO PoligarchCTR<$100 | Yesavg 39.9¢ | $29.15 | $20.01 | -$9.14 | 71% 950-388 (1338) |
0X 0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023CTR<$100 | Yesavg 9.1¢ | $5.18 | $17.67 | +$12.49 | 47% 887-1007 (1894) |
ZT ZTMZqClEsjMmwCDWXoGCTR<$100 | Yesavg 28.5¢ | $11.78 | $12.8 | +$1.02 | 38% 329-529 (858) |
0X 0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343<$100 | Noavg 67¢ | $8.2 | $12.23 | +$4.03 | 51% 945-892 (1837) |
LU luciebotCTR<$100 | Yesavg 9.1¢ | $2.19 | $7.47 | +$5.28 | 24% 788-2560 (3348) |
0X 0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579<$100 | Noavg 64¢ | $3.38 | $5.28 | +$1.9 | 50% 919-925 (1844) |
![]() balthazarCTR<$100 | Yesavg 9.1¢ | $1.5 | $5.11 | +$3.61 | 42% 5212-7125 (12337) |
0X 0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493<$100 | Noavg 69¢ | $3.47 | $5.03 | +$1.56 | 58% 864-619 (1483) |
0X 0x9b129aD05Bc0a8df3C73DfCC66fE75252DaEC2D5-1778811687225<$100 | Noavg 71¢ | $1.42 | $2 | +$0.58 | 47% 1242-1391 (2633) |
E4 e46m3CTR<$100 | Yesavg 50¢ | $2.52 | $1.56 | -$0.96 | 40% 2676-3963 (6639) |
Invested
$135.65
Value
$59.48
PnL
+$8.35
Record
42%
803-1100 (1903)
Invested
$29.15
Value
$20.01
PnL
-$9.14
Record
71%
950-388 (1338)
Invested
$5.18
Value
$17.67
PnL
+$12.49
Record
47%
887-1007 (1894)
Invested
$11.78
Value
$12.8
PnL
+$1.02
Record
38%
329-529 (858)
Invested
$8.2
Value
$12.23
PnL
+$4.03
Record
51%
945-892 (1837)
Invested
$2.19
Value
$7.47
PnL
+$5.28
Record
24%
788-2560 (3348)
Invested
$3.38
Value
$5.28
PnL
+$1.9
Record
50%
919-925 (1844)
balthazarCTR<$100Invested
$1.5
Value
$5.11
PnL
+$3.61
Record
42%
5212-7125 (12337)
Invested
$3.47
Value
$5.03
PnL
+$1.56
Record
58%
864-619 (1483)
Invested
$1.42
Value
$2
PnL
+$0.58
Record
47%
1242-1391 (2633)
Invested
$2.52
Value
$1.56
PnL
-$0.96
Record
40%
2676-3963 (6639)
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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
241532532432
CTRYes — $59.48
Poligarch
CTRYes — $20.01
0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023
CTRYes — $17.67
ZTMZqClEsjMmwCDWXoG
CTRYes — $12.8
0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343
No — $12.23
luciebot
CTRYes — $7.47
0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579
No — $5.28

balthazar
CTRYes — $5.11
0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493
No — $5.03
0x9b129aD05Bc0a8df3C73DfCC66fE75252DaEC2D5-1778811687225
No — $2