Smart money holds the underdog side
Most tracked traders hold No, while the market favors Yes (59%). 4 of 9 traders hold an outcome priced under 50%.

Will Shōnan Bellmāre win on 2026-11-14?
4 of 9 top Polymarket traders hold No (44%) · No at 42¢ · $362 held · ended Nov 14
⚖️
Neutral
No
9
No 44%
1 arb excluded
$362.27
-$82.11
75.7¢ → 41.5¢
-45% since entry · 4 traders
Research grade
NeutralNo at 42%
No measured edge, which here means a loss: the plain consensus (5+ holders, 60 %+, held to resolution) lost −3.0 % a trade after costs out of sample in the full-year test (n 86,296, 95 % CI −3.6 to −2.4 %).
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
- Side priced 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.
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
4 of 9 top traders (44%)Underdog side (market favors Yes 59%)1 arbitrage trader dimmed4 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
3 traders
Top 2 hold 97%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
38% of non-arb traders are on No. Concentration is driven by the top two positions owning 97% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL FlaznorpARB<$100 | Noavg 45.5¢ | $101.35 | $135.55 | +$34.2 | 49% 3640-3753 (7393) |
| └ No leg | Noavg 45.5¢ | $59.56 | $90.35 | +$30.8 | |
| └ Yes leg | Yesavg 28.7¢ | $41.79 | $45.2 | +$3.41 | |
SU suntoriCTR | Noavg 78.3¢ | $210.66 | $106.26 | -$104.4 | 45% 2420-2899 (5319) |
LE LeLynxMalynxCTR<$100 | Noavg 76¢ | $31.67 | $28.33 | -$3.33 | 56% 434-347 (781) |
![]() tradecraft<$100 | Yesavg 22¢ | $19.07 | $26.87 | +$7.8 | 29% 307-753 (1060) |
TO topdogbigboi<$100 | Yesavg 21¢ | $11.62 | $17.16 | +$5.54 | 37% 909-1532 (2441) |
KY Kyn008<$100 | Yesavg 24¢ | $11.32 | $14.62 | +$3.3 | 40% 139-209 (348) |
FE ferdinand2CTR<$100 | Noavg 40¢ | $11.5 | $13.8 | +$5.9 | 48% 1953-2074 (4027) |
![]() poshposh<$100 | Yesavg 20¢ | $7.41 | $11.48 | +$4.07 | 48% 1031-1119 (2150) |
GO GoalLineGhostCTR<$100 | Noavg 76¢ | $7.44 | $6.66 | -$0.78 | 54% 2027-1761 (3788) |
WA WagerWizard<$100 | Yesavg 35¢ | $1.75 | $1.55 | -$0.2 | 38% 128-208 (336) |
Invested
$101.35
Value
$135.55
PnL
+$34.2
Record
49%
3640-3753 (7393)
Both legs:
Invested
$210.66
Value
$106.26
PnL
-$104.4
Record
45%
2420-2899 (5319)
Invested
$31.67
Value
$28.33
PnL
-$3.33
Record
56%
434-347 (781)
tradecraft<$100Invested
$19.07
Value
$26.87
PnL
+$7.8
Record
29%
307-753 (1060)
Invested
$11.62
Value
$17.16
PnL
+$5.54
Record
37%
909-1532 (2441)
Invested
$11.32
Value
$14.62
PnL
+$3.3
Record
40%
139-209 (348)
Invested
$11.5
Value
$13.8
PnL
+$5.9
Record
48%
1953-2074 (4027)
poshposh<$100Invested
$7.41
Value
$11.48
PnL
+$4.07
Record
48%
1031-1119 (2150)
Invested
$7.44
Value
$6.66
PnL
-$0.78
Record
54%
2027-1761 (3788)
Invested
$1.75
Value
$1.55
PnL
-$0.2
Record
38%
128-208 (336)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
41.5¢ price + 1.0¢ spread + 1.2¢ 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.
Market Info
Traders in this Market
Flaznorp
ARBArbitrage — excluded
suntori
CTRNo — $106.26
LeLynxMalynx
CTRNo — $28.33

tradecraft
Yes — $26.87
topdogbigboi
Yes — $17.16
Kyn008
Yes — $14.62
ferdinand2
CTRNo — $13.8

poshposh
Yes — $11.48
GoalLineGhost
CTRNo — $6.66
WagerWizard
Yes — $1.55