Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (93%). 3 of 6 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Next Astra Model (6.1+) released by November 6, 2026?
3 of 6 top Polymarket traders hold Yes (50%) · Yes at 7.5¢ · $248 held · ends Nov 7
⚠️
Avoid
Yes
6
Yes 50%
1 arb excluded
$247.67
-$140.66
44.5¢ → 7.5¢
-83% since entry · 3 traders
Research grade
AvoidYes at 8%
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.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
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 6 top traders (50%)Underdog side (market favors No 93%)1 arbitrage trader dimmed3 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Fading
-7 pts consensus
Breadth
3 traders
Top 2 hold 90%
Freshness
Mature
20h old
Flip Quality
Clean
0 consensus flips
50% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 90% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() balthazarARB<$100 | Yesavg 33.1¢ | $1.1K | $166.46 | -$123.69 | 52% 30902-28975 (59877) |
| └ No leg | Noavg 52.2¢ | $47.08 | $83.38 | +$17.59 | |
| └ Yes leg | Yesavg 33.1¢ | $366.29 | $83.08 | -$141.27 | |
0X 0xc7D02944A76B9F83B199e9090ECC92C82d241F8a-1776944395495CTR | Yesavg 28.7¢ | $131.4 | $19.16 | -$36.27 | 56% 18822-14981 (33803) |
XT xtxpleasecallmeCTR | Yesavg 55.8¢ | $224.13 | $19.03 | -$114.15 | 34% 19212-36836 (56048) |
![]() Xeny<$100 | Noavg 44¢ | $8.64 | $18.27 | +$9.62 | 60% 1028-690 (1718) |
CB Cb94C437EA5e6f088c6c0C143c592ab8EFBed<$100 | Noavg 51¢ | $12.05 | $15.6 | +$3.55 | 53% 8568-7638 (16206) |
EL Elias.Thornwell<$100 | Noavg 66¢ | $3.3 | $4.65 | +$1.35 | 77% 12697-3875 (16572) |
SU SulkingCryptoCTR<$100 | Yesavg 64¢ | $9.24 | $4.48 | -$4.76 | 16% 383-1960 (2343) |
balthazarARB<$100Invested
$1,128.3
Value
$166.46
PnL
-$123.69
Record
52%
30902-28975 (59877)
Both legs:
Invested
$131.4
Value
$19.16
PnL
-$36.27
Record
56%
18822-14981 (33803)
Invested
$224.13
Value
$19.03
PnL
-$114.15
Record
34%
19212-36836 (56048)
Xeny<$100Invested
$8.64
Value
$18.27
PnL
+$9.62
Record
60%
1028-690 (1718)
Invested
$12.05
Value
$15.6
PnL
+$3.55
Record
53%
8568-7638 (16206)
Invested
$3.3
Value
$4.65
PnL
+$1.35
Record
77%
12697-3875 (16572)
Invested
$9.24
Value
$4.48
PnL
-$4.76
Record
16%
383-1960 (2343)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
7.5¢ price + 1.0¢ spread + 0.4¢ fee (Other / General 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

balthazar
ARBArbitrage — excluded
0xc7D02944A76B9F83B199e9090ECC92C82d241F8a-1776944395495
CTRYes — $19.16
xtxpleasecallme
CTRYes — $19.03

Xeny
No — $18.27
Cb94C437EA5e6f088c6c0C143c592ab8EFBed
No — $15.6
Elias.Thornwell
No — $4.65
SulkingCrypto
CTRYes — $4.48