Smart money holds the underdog side
Most tracked traders hold No, while the market favors Yes (100%). 5 of 8 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Real Madrid CF leading at halftime?
5 of 8 top Polymarket traders hold No (63%) · No at 0.1¢ · $355 held · ended Nov 1
⚠️
Avoid
No
8
No 63%
$355.4
-$430.55
19.7¢ → 0.1¢
-100% since entry · 5 traders
Research grade
AvoidNo at 0%
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.
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
5 of 8 top traders (63%)Underdog side (market favors Yes 100%)5 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
5 traders
Top 2 hold 77%
Freshness
Fresh
8h old
Flip Quality
Clean
0 consensus flips
63% of non-arb traders are on No. Concentration is driven by the top two positions owning 77% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FO Forecastication2 | Yesavg 63¢ | $130.5 | $206.9 | +$76.4 | 50% 7125-7171 (14296) |
![]() HRTrading | Yesavg 94.2¢ | $127.5 | $129.37 | +$1.87 | 53% 5642-5057 (10699) |
HE hedgevaultmainnet1<$100 | Yesavg 65¢ | $10.27 | $15.79 | +$5.52 | 53% 2250-1980 (4230) |
LU LuckyLooCTR | Noavg 37¢ | $5.82 | $1.66 | -$4.16 | 49% 13022-13588 (26610) |
MI MinevaJCTR | Noavg 8.4¢ | $768.05 | $0.99 | -$70.01 | 57% 1048-784 (1832) |
![]() VeryLucky888CTR | Noavg 36.1¢ | $333.35 | $0.46 | -$330.12 | 58% 42700-31074 (73774) |
PA panpidaras1CTR | Noavg 24¢ | $104.76 | $0.22 | -$104.54 | 51% 209-204 (413) |
WE WeBuyHighWeSelllowCTR<$100 | Noavg 35¢ | $5.52 | $0.01 | -$5.51 | 54% 4943-4171 (9114) |
Invested
$130.5
Value
$206.9
PnL
+$76.4
Record
50%
7125-7171 (14296)
HRTradingInvested
$127.5
Value
$129.37
PnL
+$1.87
Record
53%
5642-5057 (10699)
Invested
$10.27
Value
$15.79
PnL
+$5.52
Record
53%
2250-1980 (4230)
Invested
$5.82
Value
$1.66
PnL
-$4.16
Record
49%
13022-13588 (26610)
Invested
$768.05
Value
$0.99
PnL
-$70.01
Record
57%
1048-784 (1832)
VeryLucky888CTRInvested
$333.35
Value
$0.46
PnL
-$330.12
Record
58%
42700-31074 (73774)
Invested
$104.76
Value
$0.22
PnL
-$104.54
Record
51%
209-204 (413)
Invested
$5.52
Value
$0.01
PnL
-$5.51
Record
54%
4943-4171 (9114)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.1¢ price + 1.0¢ spread + 0.1¢ 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.