Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (98%). 6 of 12 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will the highest temperature in Tel Aviv be 29°C on November 14?
6 of 12 top Polymarket traders hold Yes (50%) · Yes at 2.4¢ · $271 held · ends Nov 14
⚠️
Avoid
Yes
12
Yes 50%
$271.26
$22.02
26.6¢ → 2.4¢
-91% since entry · 6 traders
Research grade
AvoidYes at 2%
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
6 of 12 top traders (50%)Underdog side (market favors No 98%)6 hold an outcome priced under 50%10 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
-2 pts consensus
Breadth
8 traders
Top 2 hold 70%
Freshness
Mature
33h old
Flip Quality
Clean
0 consensus flips
73% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 70% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HE hello.67CTR | Yesavg 26.4¢ | $105.59 | $87.06 | -$18.53 | 55% 2285-1885 (4170) |
24 241532532432CTR<$100 | Yesavg 33.2¢ | $92.37 | $64.62 | +$12.31 | 40% 650-980 (1630) |
0X 0x65f7226a82e093e5115e47ec2f4f7e733cd28b98CTR | Yesavg 17.2¢ | $158.91 | $28.02 | +$31.47 | 55% 1212-992 (2204) |
0X 0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343<$100 | Noavg 88.7¢ | $26.13 | $27.73 | +$1.6 | 51% 804-766 (1570) |
CI cigarettes<$100 | Noavg 64.2¢ | $20.62 | $19.37 | -$1.24 | 53% 7024-6169 (13193) |
0X 0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579<$100 | Noavg 81.4¢ | $15.01 | $15.23 | +$0.22 | 49% 785-823 (1608) |
0X 0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293<$100 | Noavg 88.7¢ | $10.22 | $9.18 | -$1.03 | 51% 719-703 (1422) |
GH ghorrockCTR<$100 | Yesavg 24.6¢ | $19.88 | $6.96 | +$1.52 | 52% 1696-1538 (3234) |
PO PoligarchCTR<$100 | Yesavg 42.3¢ | $10.31 | $5.3 | -$5.01 | 72% 853-335 (1188) |
0X 0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023<$100 | Noavg 85¢ | $4.41 | $4.29 | -$0.12 | 49% 753-797 (1550) |
0X 0x1F85EB9C455c5BDEF5D96C2739076678c7157B02-1778811447702<$100 | Noavg 55.4¢ | $2.22 | $2.41 | +$0.2 | 51% 769-727 (1496) |
LU luciebotCTR<$100 | Yesavg 9.1¢ | $0.45 | $1.09 | +$0.63 | 27% 688-1902 (2590) |
Invested
$105.59
Value
$87.06
PnL
-$18.53
Record
55%
2285-1885 (4170)
Invested
$92.37
Value
$64.62
PnL
+$12.31
Record
40%
650-980 (1630)
Invested
$158.91
Value
$28.02
PnL
+$31.47
Record
55%
1212-992 (2204)
Invested
$26.13
Value
$27.73
PnL
+$1.6
Record
51%
804-766 (1570)
Invested
$20.62
Value
$19.37
PnL
-$1.24
Record
53%
7024-6169 (13193)
Invested
$15.01
Value
$15.23
PnL
+$0.22
Record
49%
785-823 (1608)
Invested
$10.22
Value
$9.18
PnL
-$1.03
Record
51%
719-703 (1422)
Invested
$19.88
Value
$6.96
PnL
+$1.52
Record
52%
1696-1538 (3234)
Invested
$10.31
Value
$5.3
PnL
-$5.01
Record
72%
853-335 (1188)
Invested
$4.41
Value
$4.29
PnL
-$0.12
Record
49%
753-797 (1550)
Invested
$2.22
Value
$2.41
PnL
+$0.2
Record
51%
769-727 (1496)
Invested
$0.45
Value
$1.09
PnL
+$0.63
Record
27%
688-1902 (2590)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
2.4¢ price + 1.0¢ spread + 0.2¢ 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
hello.67
CTRYes — $87.06
241532532432
CTRYes — $64.62
0x65f7226a82e093e5115e47ec2f4f7e733cd28b98
CTRYes — $28.02
0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343
No — $27.73
cigarettes
No — $19.37
0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579
No — $15.23
0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293
No — $9.18
ghorrock
CTRYes — $6.96
Poligarch
CTRYes — $5.3
0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023
No — $4.29