Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (72%). 5 of 6 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Venezia FC vs. Udinese Calcio end in a draw?
5 of 6 top Polymarket traders hold Yes (83%) · Yes at 28¢ · $1K held · ends Nov 6
⚠️
Avoid
Yes
6
Yes 83%
2 arb excluded
$1.3K
-$0.32
27.7¢ → 28.5¢
+3% since entry · 5 traders
Research grade
AvoidYes at 28%
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
5 of 6 top traders (83%)Underdog side (market favors No 72%)2 arbitrage traders dimmed5 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
-2 pts consensus
Breadth
6 traders
Top 2 hold 73%
Freshness
Late
58h old
Flip Quality
Clean
0 consensus flips
86% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 73% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
NM NM-PARB<$100 | Yesavg 27¢ | $384.21 | $397.41 | +$5.19 | 64% 10069-5627 (15696) |
| └ Yes leg | Yesavg 27¢ | $216.27 | $228.28 | +$4 | |
| └ No leg | Noavg 71¢ | $167.95 | $169.13 | +$1.18 | |
CA CannaeCTR | Yesavg 27¢ | $350.28 | $363.26 | +$6.49 | 53% 16941-15068 (32009) |
GC GC-PARB<$100 | Yesavg 27¢ | $253.86 | $284.54 | +$9.56 | 64% 10093-5697 (15790) |
| └ Yes leg | Yesavg 27¢ | $157.19 | $165.92 | +$8.73 | |
| └ No leg | Noavg 71¢ | $117.79 | $118.62 | +$0.83 | |
LI LimousinCTR | Yesavg 29¢ | $154.22 | $148.86 | -$5.36 | 51% 1640-1550 (3190) |
MA MadridTimeCTR<$100 | Yesavg 29¢ | $25.65 | $24.76 | -$0.89 | 49% 1540-1624 (3164) |
![]() VeryLucky888<$100 | Noavg 72.7¢ | $18.66 | $18.22 | -$0.06 | 58% 47054-33937 (80991) |
LI LightParadoxCTR<$100 | Yesavg 29¢ | $15.59 | $15.05 | -$0.54 | 50% 1585-1603 (3188) |
SE sentrioCTR<$100 | Yesavg 27¢ | $2.31 | $2.4 | +$0.04 | 50% 26091-25752 (51843) |
Invested
$384.21
Value
$397.41
PnL
+$5.19
Record
64%
10069-5627 (15696)
Both legs:
Invested
$350.28
Value
$363.26
PnL
+$6.49
Record
53%
16941-15068 (32009)
Invested
$253.86
Value
$284.54
PnL
+$9.56
Record
64%
10093-5697 (15790)
Both legs:
Invested
$154.22
Value
$148.86
PnL
-$5.36
Record
51%
1640-1550 (3190)
Invested
$25.65
Value
$24.76
PnL
-$0.89
Record
49%
1540-1624 (3164)
VeryLucky888<$100Invested
$18.66
Value
$18.22
PnL
-$0.06
Record
58%
47054-33937 (80991)
Invested
$15.59
Value
$15.05
PnL
-$0.54
Record
50%
1585-1603 (3188)
Invested
$2.31
Value
$2.4
PnL
+$0.04
Record
50%
26091-25752 (51843)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
28.5¢ 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.