Smart money holds the underdog side
Most tracked traders hold No, while the market favors Yes (83%). 13 of 15 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.
Will NAC Breda win on 2026-11-14?
13 of 15 top Polymarket traders hold No (87%) · No at 18¢ · $8K held · ended Nov 14
⚠️
Avoid
No
15
No 87%
3 arb excluded
$8.2K
$1.7K
34.3¢ → 17.5¢
-49% since entry · 13 traders
Research grade
AvoidNo at 18%
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
13 of 15 top traders (87%)Underdog side (market favors Yes 83%)3 arbitrage traders dimmed13 hold an outcome priced under 50%9 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
GO GoalLineGhostARB<$100 | Yesavg 65.5¢ | $2.1K | $1.9K | -$180.75 | 53% 2085-1830 (3915) |
| └ Yes leg | Yesavg 65.5¢ | $1.1K | $1.5K | +$330.06 | |
| └ No leg | Noavg 34.7¢ | $922.19 | $411.38 | -$510.81 | |
![]() HONGKONGPEACHCTR | Noavg 33.4¢ | $873.66 | $1.7K | +$813.74 | 5% 5-98 (103) |
![]() RN1ARB<$100 | Noavg 51.5¢ | $2.2K | $1.7K | -$558.47 | 55% 5363-4304 (9667) |
| └ Yes leg | Yesavg 68.2¢ | $1.1K | $1.3K | +$252.73 | |
| └ No leg | Noavg 51.5¢ | $1.2K | $349.22 | -$811.2 | |
FL FlaznorpCTR | Noavg 33.4¢ | $551.13 | $1.1K | +$544.54 | 49% 3821-3983 (7804) |
SU suntori | Yesavg 66.4¢ | $835.53 | $1.0K | +$182.82 | 46% 2653-3138 (5791) |
LU LuckyLooCTR | Noavg 43.1¢ | $134.09 | $208.63 | +$74.54 | 35% 440-800 (1240) |
LI LightParadoxCTR | Noavg 32.1¢ | $141.16 | $151.62 | +$10.46 | 37% 960-1662 (2622) |
LE LeLynxMalynx | Yesavg 61.6¢ | $134.86 | $138.29 | +$3.43 | 56% 463-370 (833) |
TO topdogbigboiARB<$100 | Yesavg 66.1¢ | $143.67 | $89.88 | -$53.79 | 37% 1028-1723 (2751) |
| └ Yes leg | Yesavg 66.1¢ | $111.55 | $56.5 | -$55.05 | |
| └ No leg | Noavg 64¢ | $32.12 | $33.38 | +$1.25 | |
SN SnakeBallCTR<$100 | Noavg 45.8¢ | $46.52 | $65 | +$18.48 | 47% 895-994 (1889) |
VE VenusianCTR<$100 | Noavg 38.9¢ | $29.3 | $49 | +$19.7 | 36% 948-1669 (2617) |
![]() tradecraftCTR<$100 | Noavg 44.6¢ | $38.4 | $36.57 | -$1.82 | 30% 335-776 (1111) |
MA MadridTimeCTR<$100 | Noavg 44.8¢ | $29.46 | $28.91 | -$0.54 | 37% 970-1635 (2605) |
SE sentrioCTR<$100 | Noavg 37¢ | $25.36 | $21.93 | -$3.43 | 42% 995-1363 (2358) |
NO NotJumpCTR<$100 | Noavg 14¢ | $14 | $15 | +$1 | 52% 820-759 (1579) |
LI LimousinCTR<$100 | Noavg 65.5¢ | $15.06 | $14.61 | -$0.46 | 36% 933-1644 (2577) |
LO lonmi2511CTR<$100 | Noavg 32¢ | $4.9 | $4.9 | +$0 | 60% 712-483 (1195) |
FE ferdinand2CTR<$100 | Noavg 32¢ | $3.72 | $3.72 | +$0 | 48% 2074-2236 (4310) |
Invested
$2,063.07
Value
$1.9K
PnL
-$180.75
Record
53%
2085-1830 (3915)
Both legs:
HONGKONGPEACHCTRInvested
$873.66
Value
$1.7K
PnL
+$813.74
Record
5%
5-98 (103)
RN1ARB<$100Invested
$2,219.77
Value
$1.7K
PnL
-$558.47
Record
55%
5363-4304 (9667)
Both legs:
Invested
$551.13
Value
$1.1K
PnL
+$544.54
Record
49%
3821-3983 (7804)
Invested
$835.53
Value
$1.0K
PnL
+$182.82
Record
46%
2653-3138 (5791)
Invested
$134.09
Value
$208.63
PnL
+$74.54
Record
35%
440-800 (1240)
Invested
$141.16
Value
$151.62
PnL
+$10.46
Record
37%
960-1662 (2622)
Invested
$134.86
Value
$138.29
PnL
+$3.43
Record
56%
463-370 (833)
Invested
$143.67
Value
$89.88
PnL
-$53.79
Record
37%
1028-1723 (2751)
Both legs:
Invested
$46.52
Value
$65
PnL
+$18.48
Record
47%
895-994 (1889)
Invested
$29.3
Value
$49
PnL
+$19.7
Record
36%
948-1669 (2617)
tradecraftCTR<$100Invested
$38.4
Value
$36.57
PnL
-$1.82
Record
30%
335-776 (1111)
Invested
$29.46
Value
$28.91
PnL
-$0.54
Record
37%
970-1635 (2605)
Invested
$25.36
Value
$21.93
PnL
-$3.43
Record
42%
995-1363 (2358)
Invested
$14
Value
$15
PnL
+$1
Record
52%
820-759 (1579)
Invested
$15.06
Value
$14.61
PnL
-$0.46
Record
36%
933-1644 (2577)
Invested
$4.9
Value
$4.9
PnL
+$0
Record
60%
712-483 (1195)
Invested
$3.72
Value
$3.72
PnL
+$0
Record
48%
2074-2236 (4310)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
17.5¢ price + 1.0¢ spread + 0.8¢ 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
GoalLineGhost
ARBArbitrage — excluded

HONGKONGPEACH
CTRNo — $1.7K

RN1
ARBArbitrage — excluded
Flaznorp
CTRNo — $1.1K
suntori
Yes — $1.0K
LuckyLoo
CTRNo — $208.63
LightParadox
CTRNo — $151.62
LeLynxMalynx
Yes — $138.29
topdogbigboi
ARBArbitrage — excluded
SnakeBall
CTRNo — $65