Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (53%). 6 of 10 traders hold an outcome priced under 50%.

CD Comerciantes Unidos leading at halftime?
6 of 10 top Polymarket traders hold Yes (60%) · Yes at 47¢ · $4K held · ends Nov 15
⚖️
Neutral
Yes
10
Yes 60%
1 arb excluded
$3.6K
-$0.56
45.7¢ → 47¢
+3% since entry · 6 traders
Research grade
NeutralYes at 47%
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 %).
- 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
6 of 10 top traders (60%)Underdog side (market favors No 53%)1 arbitrage trader dimmed6 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+4 pts consensus
Breadth
6 traders
Top 2 hold 88%
Freshness
Fresh
3h old
Flip Quality
Watch
1 consensus flip
60% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 88% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL FlaznorpCTR | Yesavg 45.8¢ | $1.2K | $1.2K | +$32.91 | 49% 4632-4895 (9527) |
GO GoalLineGhostARB<$100 | Noavg 54.7¢ | $732.47 | $727.1 | -$5.37 | 52% 2473-2263 (4736) |
| └ No leg | Noavg 54.7¢ | $541.11 | $534.25 | -$6.86 | |
| └ Yes leg | Yesavg 45.6¢ | $191.36 | $192.85 | +$1.49 | |
MA MadridTime | Noavg 54.3¢ | $437.89 | $427.57 | -$10.32 | 38% 1338-2179 (3517) |
VE Venusian | Noavg 54.9¢ | $400.23 | $386.17 | -$14.06 | 38% 1339-2199 (3538) |
LI Limousin | Noavg 56.5¢ | $281.45 | $268.23 | -$13.22 | 38% 1314-2163 (3477) |
SE sentrioCTR | Yesavg 45.6¢ | $185.69 | $187.48 | +$1.79 | 41% 1173-1667 (2840) |
LI LightParadox | Noavg 53.2¢ | $165.34 | $164.77 | -$0.58 | 37% 1333-2226 (3559) |
LE LeLynxMalynxCTR<$100 | Yesavg 43.4¢ | $70.79 | $74.98 | +$4.19 | 56% 649-514 (1163) |
FE ferdinand2CTR<$100 | Yesavg 46.8¢ | $47.43 | $47.62 | +$0.2 | 48% 2518-2728 (5246) |
GC GC-PCTR<$100 | Yesavg 46.9¢ | $38.91 | $38.17 | -$0.74 | 42% 547-747 (1294) |
NM NM-PCTR<$100 | Yesavg 46.9¢ | $38.91 | $38.17 | -$0.74 | 59% 3948-2729 (6677) |
Invested
$1,206.14
Value
$1.2K
PnL
+$32.91
Record
49%
4632-4895 (9527)
Invested
$732.47
Value
$727.1
PnL
-$5.37
Record
52%
2473-2263 (4736)
Both legs:
Invested
$437.89
Value
$427.57
PnL
-$10.32
Record
38%
1338-2179 (3517)
Invested
$400.23
Value
$386.17
PnL
-$14.06
Record
38%
1339-2199 (3538)
Invested
$281.45
Value
$268.23
PnL
-$13.22
Record
38%
1314-2163 (3477)
Invested
$185.69
Value
$187.48
PnL
+$1.79
Record
41%
1173-1667 (2840)
Invested
$165.34
Value
$164.77
PnL
-$0.58
Record
37%
1333-2226 (3559)
Invested
$70.79
Value
$74.98
PnL
+$4.19
Record
56%
649-514 (1163)
Invested
$47.43
Value
$47.62
PnL
+$0.2
Record
48%
2518-2728 (5246)
Invested
$38.91
Value
$38.17
PnL
-$0.74
Record
42%
547-747 (1294)
Invested
$38.91
Value
$38.17
PnL
-$0.74
Record
59%
3948-2729 (6677)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
47.0¢ 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
Flaznorp
CTRYes — $1.2K
GoalLineGhost
ARBArbitrage — excluded
MadridTime
No — $427.57
Venusian
No — $386.17
Limousin
No — $268.23
sentrio
CTRYes — $187.48
LightParadox
No — $164.77
LeLynxMalynx
CTRYes — $74.98
ferdinand2
CTRYes — $47.62
GC-P
CTRYes — $38.17