Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 1 of 5 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 32°C on October 26?
1 of 5 top Polymarket traders hold Yes (20%) · Yes at 0.3¢ · $241 held · ends Oct 26
⚠️
Avoid
Yes
5
Yes 20%
$240.88
-$8.38
Research grade
AvoidYes at 0%
Matches a pattern that lost clearly more than the trading costs in the backtests.
- Consensus side under 30¢Longshots (0.05–0.30) lost −29.5 % a trade pooled (n 1,625; −22 % in spring, −35 % in October): the strongest effect in the backtests.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
Backtest of Oct 22 2026: one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees. The grade never goes above “Research candidate”: no rule passed the multiple-testing check. It is not a forecast and not advice.
Smart Money Signal
1 of 5 top traders (20%)Underdog side (market favors No 100%)1 holds an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x65f7226a82e093e5115e47ec2f4f7e733cd28b98CTR | Yesavg 23¢ | $136.14 | $142.18 | +$6.04 | 48% 505-558 (1063) |
![]() balthazar<$100 | Noavg 95.8¢ | $92.44 | $73.36 | -$19.08 | 63% 16296-9616 (25912) |
![]() Istaroth<$100 | Noavg 83¢ | $14.14 | $14 | -$0.02 | 49% 269-278 (547) |
0X 0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658<$100 | Noavg 99.5¢ | $6.15 | $5.92 | -$0.23 | 47% 68-78 (146) |
GH ghorrock<$100 | Noavg 81.9¢ | $29.19 | $5.42 | +$4.9 | 56% 10997-8571 (19568) |
Invested
$136.14
Value
$142.18
PnL
+$6.04
Record
48%
505-558 (1063)
balthazar<$100Invested
$92.44
Value
$73.36
PnL
-$19.08
Record
63%
16296-9616 (25912)
Istaroth<$100Invested
$14.14
Value
$14
PnL
-$0.02
Record
49%
269-278 (547)
Invested
$6.15
Value
$5.92
PnL
-$0.23
Record
47%
68-78 (146)
Invested
$29.19
Value
$5.42
PnL
+$4.9
Record
56%
10997-8571 (19568)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.3¢ 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.