Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (76%). 2 of 4 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

FC Imabari leading at halftime?
2 of 4 top Polymarket traders hold Yes (50%) · Yes at 24¢ · $542 held · ended Oct 25
⚠️
Avoid
Yes
4
Yes 50%
$542.11
$11.61
25.5¢ → 24¢
-6% since entry · 2 traders
Research grade
AvoidYes at 24%
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.
- Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer 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
2 of 4 top traders (50%)Underdog side (market favors No 76%)2 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0xcba9371dcbbd7a48b477f04274376e1feea9f812CTR | Yesavg 25.6¢ | $300 | $304.87 | +$4.87 | 33% 65-130 (195) |
![]() VeryLucky888 | Noavg 74.5¢ | $149 | $142.12 | +$3 | 58% 31334-22653 (53987) |
LE LeLynxMalynx<$100 | Noavg 74¢ | $90.28 | $92.72 | +$2.44 | 54% 13658-11474 (25132) |
![]() HRTradingCTR<$100 | Yesavg 11¢ | $1.1 | $2.4 | +$1.3 | 58% 1321-965 (2286) |
Invested
$300
Value
$304.87
PnL
+$4.87
Record
33%
65-130 (195)
VeryLucky888Invested
$149
Value
$142.12
PnL
+$3
Record
58%
31334-22653 (53987)
Invested
$90.28
Value
$92.72
PnL
+$2.44
Record
54%
13658-11474 (25132)
HRTradingCTR<$100Invested
$1.1
Value
$2.4
PnL
+$1.3
Record
58%
1321-965 (2286)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
24.0¢ price + 1.0¢ spread + 0.9¢ fee (Sports 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.