
Spread: Bills (-3.5)
4 of 8 top Polymarket traders hold Bills (50%) · Bills at 73¢ · $8K held · ended Nov 15
⚖️
Neutral
Bills
8
Bills 50%
$7.9K
-$13.05
66¢ → 72.5¢
+10% since entry · 4 traders
Research grade
NeutralBills at 73%
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 %).
- 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.
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
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
4 of 8 top traders (50%)4 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Cooling
-10 pts consensus
Breadth
4 traders
Top 2 hold 100%
Freshness
Fresh
9h old
Flip Quality
Clean
0 consensus flips
50% of non-arb traders are on Bills. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x9f15613ebf1f36d4bc679e1211d1fc567cf9bdb3 | Billsavg 66¢ | $4.8K | $4.9K | +$72.67 | 60% 533-362 (895) |
TA takeormakeCTR | Jetsavg 34¢ | $3.0K | $2.9K | -$87.54 | 57% 3682-2769 (6451) |
OD Oddstorm | Billsavg 65¢ | $142.33 | $146.71 | +$4.38 | 36% 140-253 (393) |
JU justaluckydude<$100 | Billsavg 67¢ | $16.08 | $17.52 | +$1.44 | 50% 658-658 (1316) |
0X 0xBc43c8bfBC4d77c2FC9011adaD38Ba43b88996d3-1765231687816CTR<$100 | Jetsavg 34¢ | $10.3 | $7.73 | -$2.58 | 11% 29-224 (253) |
0X 0x99F0d31fdced5B3A0e5Ee2867730A6644a6C9495-1779037126382<$100 | Billsavg 65¢ | $5.61 | $5.78 | +$0.17 | 48% 490-523 (1013) |
PA Pan9XCTR<$100 | Jetsavg 33¢ | $6.27 | $4.85 | -$1.42 | 50% 2197-2203 (4400) |
VE VenusianCTR<$100 | Jetsavg 35¢ | $3.02 | $2.85 | -$0.17 | 38% 1374-2228 (3602) |
Invested
$4,796.04
Value
$4.9K
PnL
+$72.67
Record
60%
533-362 (895)
Invested
$2,976.31
Value
$2.9K
PnL
-$87.54
Record
57%
3682-2769 (6451)
Invested
$142.33
Value
$146.71
PnL
+$4.38
Record
36%
140-253 (393)
Invested
$16.08
Value
$17.52
PnL
+$1.44
Record
50%
658-658 (1316)
Invested
$10.3
Value
$7.73
PnL
-$2.58
Record
11%
29-224 (253)
Invested
$5.61
Value
$5.78
PnL
+$0.17
Record
48%
490-523 (1013)
Invested
$6.27
Value
$4.85
PnL
-$1.42
Record
50%
2197-2203 (4400)
Invested
$3.02
Value
$2.85
PnL
-$0.17
Record
38%
1374-2228 (3602)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
72.5¢ price + 1.0¢ spread + 1.0¢ 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
0x9f15613ebf1f36d4bc679e1211d1fc567cf9bdb3
Bills — $4.9K
takeormake
CTRJets — $2.9K
Oddstorm
Bills — $146.71
justaluckydude
Bills — $17.52
0xBc43c8bfBC4d77c2FC9011adaD38Ba43b88996d3-1765231687816
CTRJets — $7.73
0x99F0d31fdced5B3A0e5Ee2867730A6644a6C9495-1779037126382
Bills — $5.78
Pan9X
CTRJets — $4.85
Venusian
CTRJets — $2.85