Smart money holds the underdog side
Most tracked traders hold No, while the market favors Yes (56%). 3 of 12 traders hold an outcome priced under 50%.

Will San Jose Earthquakes win on 2026-10-31?
3 of 12 top Polymarket traders hold No (25%) · No at 44¢ · $67K held · ended Oct 31
⚖️
Neutral
No
12
No 25%
1 arb excluded
$67.3K
$8.4K
61.9¢ → 43.5¢
-30% since entry · 3 traders
Research grade
NeutralNo at 44%
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
3 of 12 top traders (25%)Underdog side (market favors Yes 56%)1 arbitrage trader dimmed3 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
TH theowalcottCTR | Noavg 61.9¢ | $39.6K | $40.0K | +$363.28 | 50% 109-110 (219) |
UP UpTheBlues | Yesavg 38.2¢ | $16.8K | $24.8K | +$8.0K | 59% 45969-32302 (78271) |
HI hi774c | Yesavg 38¢ | $616.41 | $608.3 | -$8.11 | 52% 4736-4456 (9192) |
CA Cannae | Yesavg 38¢ | $533.55 | $554.61 | +$21.06 | 53% 15980-14158 (30138) |
![]() sapupu | Yesavg 38¢ | $550 | $542.76 | -$7.24 | 58% 72-52 (124) |
AN AnonymousUsernameARB<$100 | Yesavg 38.5¢ | $522.47 | $536.31 | +$13.83 | 73% 6697-2416 (9113) |
| └ Yes leg | Yesavg 38.5¢ | $406.24 | $417.12 | +$10.88 | |
| └ No leg | Noavg 59¢ | $116.23 | $119.19 | +$2.96 | |
NO NordhavenCap | Yesavg 44.6¢ | $96.13 | $111.06 | +$14.93 | 57% 2168-1606 (3774) |
LE LeLynxMalynx<$100 | Yesavg 38.6¢ | $80.63 | $82.56 | +$1.93 | 58% 28788-21225 (50013) |
![]() HRTrading<$100 | Yesavg 38¢ | $40.37 | $61.01 | +$20.64 | 53% 4792-4312 (9104) |
TO topdogbigboiCTR<$100 | Noavg 54.7¢ | $62.38 | $55.29 | -$7.09 | 49% 8081-8480 (16561) |
GO GoalLineGhostCTR<$100 | Noavg 62¢ | $9.79 | $9.87 | +$0.08 | 50% 25208-24935 (50143) |
LO lonmi2511<$100 | Yesavg 56¢ | $6.16 | $6.32 | +$0.16 | 62% 1159-704 (1863) |
HE hedgevaultmainnet1<$100 | Yesavg 40¢ | $2.92 | $3.25 | +$0.33 | 53% 2197-1937 (4134) |
Invested
$39,601.79
Value
$40.0K
PnL
+$363.28
Record
50%
109-110 (219)
Invested
$16,771.41
Value
$24.8K
PnL
+$8.0K
Record
59%
45969-32302 (78271)
Invested
$616.41
Value
$608.3
PnL
-$8.11
Record
52%
4736-4456 (9192)
Invested
$533.55
Value
$554.61
PnL
+$21.06
Record
53%
15980-14158 (30138)
sapupuInvested
$550
Value
$542.76
PnL
-$7.24
Record
58%
72-52 (124)
Invested
$522.47
Value
$536.31
PnL
+$13.83
Record
73%
6697-2416 (9113)
Both legs:
Invested
$96.13
Value
$111.06
PnL
+$14.93
Record
57%
2168-1606 (3774)
Invested
$80.63
Value
$82.56
PnL
+$1.93
Record
58%
28788-21225 (50013)
HRTrading<$100Invested
$40.37
Value
$61.01
PnL
+$20.64
Record
53%
4792-4312 (9104)
Invested
$62.38
Value
$55.29
PnL
-$7.09
Record
49%
8081-8480 (16561)
Invested
$9.79
Value
$9.87
PnL
+$0.08
Record
50%
25208-24935 (50143)
Invested
$6.16
Value
$6.32
PnL
+$0.16
Record
62%
1159-704 (1863)
Invested
$2.92
Value
$3.25
PnL
+$0.33
Record
53%
2197-1937 (4134)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
43.5¢ 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
theowalcott
CTRNo — $40.0K
UpTheBlues
Yes — $24.8K
hi774c
Yes — $608.3
Cannae
Yes — $554.61

sapupu
Yes — $542.76
AnonymousUsername
ARBArbitrage — excluded
NordhavenCap
Yes — $111.06
LeLynxMalynx
Yes — $82.56

HRTrading
Yes — $61.01
topdogbigboi
CTRNo — $55.29