Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 3 of 7 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will the highest temperature in Shenzhen be 31°C on November 6?
3 of 7 top Polymarket traders hold Yes (43%) · Yes at 0.5¢ · $707 held · ends Nov 6
⚠️
Avoid
Yes
7
Yes 43%
$707.31
$660.7
22.9¢ → 0.5¢
-98% since entry · 3 traders
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
3 of 7 top traders (43%)Underdog side (market favors No 100%)3 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+21 pts consensus
Breadth
3 traders
Top 2 hold 99%
Freshness
Mature
32h old
Flip Quality
Clean
0 consensus flips
50% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 99% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293 | Noavg 12.9¢ | $90.74 | $495.25 | +$586.86 | 45% 1825-2206 (4031) |
0X 0x65f7226a82e093e5115e47ec2f4f7e733cd28b98CTR | Yesavg 22.6¢ | $7.49 | $75.49 | +$68 | 38% 859-1414 (2273) |
![]() balthazar<$100 | Noavg 90.5¢ | $58.73 | $63.81 | +$5.08 | 52% 30994-29002 (59996) |
![]() Istaroth | Noavg 75¢ | $331.25 | $55.85 | +$4.64 | 13% 534-3548 (4082) |
1D 1DVSBSTD<$100 | Noavg 95.4¢ | $12.03 | $12.14 | +$0.12 | 97% 264-7 (271) |
![]() Roflan-ludomanCTR<$100 | Yesavg 36.4¢ | $8.59 | $3.63 | -$4.96 | 62% 658-398 (1056) |
LU luciebotCTR<$100 | Yesavg 1¢ | $0.14 | $1.12 | +$0.98 | 28% 2863-7356 (10219) |
Invested
$90.74
Value
$495.25
PnL
+$586.86
Record
45%
1825-2206 (4031)
Invested
$7.49
Value
$75.49
PnL
+$68
Record
38%
859-1414 (2273)
balthazar<$100Invested
$58.73
Value
$63.81
PnL
+$5.08
Record
52%
30994-29002 (59996)
IstarothInvested
$331.25
Value
$55.85
PnL
+$4.64
Record
13%
534-3548 (4082)
Invested
$12.03
Value
$12.14
PnL
+$0.12
Record
97%
264-7 (271)
Roflan-ludomanCTR<$100Invested
$8.59
Value
$3.63
PnL
-$4.96
Record
62%
658-398 (1056)
Invested
$0.14
Value
$1.12
PnL
+$0.98
Record
28%
2863-7356 (10219)
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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.