Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (57%). 1 of 5 traders hold an outcome priced under 50%.

Paul George: Points O/U 19.5
1 of 5 top Polymarket traders hold Yes (20%) · Yes at 43¢ · $4K held · ends Nov 11
⚠️
Avoid
Yes
5
Yes 20%
$4.4K
-$29.57
Research grade
AvoidYes at 43%
Matches a pattern that lost clearly more than the plain consensus in our tests.
- BasketballFull year, out of sample: basketball lost −4.8 % a trade (n 1,747, 95 % CI −9.2 to +0.3); Oct 22 backtest: −12.0 % and −9.2 % in its two windows.
- Spread or totalOct 22 backtest: spreads and totals −14.5 % a trade in spring (95 % CI −27 to −1), +1.5 % in October: no edge.
- 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
1 of 5 top traders (20%)Underdog side (market favors No 57%)1 holds 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
1 traders
Top 2 hold 100%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
20% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0xeA3DeD580E454AAdaffd7c2df80616AA8e39524D-1779286950371CTR | Yesavg 45¢ | $2.3K | $2.1K | -$125.36 | — 7-1 (8) |
![]() CUTJALENHURTS | Noavg 55¢ | $2.0K | $2.1K | +$92.5 | 52% 2582-2418 (5000) |
0X 0x68234mjhgfvj8612543ytjsa6187235v81283 | Noavg 55¢ | $165 | $168 | +$3 | 10% 6-55 (61) |
38 38791873984189<$100 | Noavg 56¢ | $14.69 | $14.91 | +$0.23 | 48% 937-1010 (1947) |
PA Pan9X<$100 | Noavg 56¢ | $3.87 | $3.93 | +$0.06 | 49% 438-463 (901) |
Invested
$2,260.56
Value
$2.1K
PnL
-$125.36
Record
—
7-1 (8)
CUTJALENHURTSInvested
$2,035.01
Value
$2.1K
PnL
+$92.5
Record
52%
2582-2418 (5000)
Invested
$165
Value
$168
PnL
+$3
Record
10%
6-55 (61)
Invested
$14.69
Value
$14.91
PnL
+$0.23
Record
48%
937-1010 (1947)
Invested
$3.87
Value
$3.93
PnL
+$0.06
Record
49%
438-463 (901)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
42.5¢ 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.