Smart money holds the underdog side
Most tracked traders hold Up, while the market favors Down (100%). 1 of 8 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Solana Up or Down - November 14, 8PM ET
1 of 8 top Polymarket traders hold Up (13%) · Up at 0.4¢ · $305 held · ends Nov 15
⚠️
Avoid
Up
8
Up 13%
1 arb excluded
$304.65
-$155.26
Research grade
AvoidUp at 0%
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
1 of 8 top traders (13%)Underdog side (market favors Down 100%)1 arbitrage trader dimmed1 holds an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
1 traders
Top 2 hold 100%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
11% of non-arb traders are on Up. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0xb55fa1296E6ec55D0cE53d93B9237389f11764d4-1777575277609ARB<$100 | Downavg 61.7¢ | $86.81 | $151.54 | +$64.73 | 51% 3321-3240 (6561) |
| └ Down leg | Downavg 61.7¢ | $83.48 | $92.02 | +$8.54 | |
| └ Up leg | Upavg 1.8¢ | $3.33 | $59.52 | +$56.19 | |
MO mo-money<$100 | Downavg 67.7¢ | $49.97 | $50.2 | +$0.24 | 51% 1487-1429 (2916) |
AL almach<$100 | Downavg 67¢ | $33.5 | $34 | +$0.5 | 51% 1492-1421 (2913) |
BO bosona<$100 | Downavg 66¢ | $66.52 | $32.64 | +$18.12 | 51% 4740-4541 (9281) |
![]() cryingbabydicer87<$100 | Downavg 63¢ | $15.75 | $17 | +$1.25 | 50% 1618-1648 (3266) |
EA Eager47259<$100 | Downavg 64.5¢ | $12.09 | $12.75 | +$0.66 | 49% 212-223 (435) |
FI fiankee<$100 | Downavg 50¢ | $2.5 | $3.4 | +$0.9 | 55% 28-23 (51) |
0X 0xe3EeB127d5763a6E4aD597f773F9d259C94d5176-1780742904507CTR | Upavg 37.8¢ | $181.61 | $2.37 | -$176.94 | 46% 72-84 (156) |
AN Anon455<$100 | Downavg 68¢ | $0.74 | $0.74 | +$0 | 49% 430-445 (875) |
Invested
$86.81
Value
$151.54
PnL
+$64.73
Record
51%
3321-3240 (6561)
Both legs:
Invested
$49.97
Value
$50.2
PnL
+$0.24
Record
51%
1487-1429 (2916)
Invested
$33.5
Value
$34
PnL
+$0.5
Record
51%
1492-1421 (2913)
Invested
$66.52
Value
$32.64
PnL
+$18.12
Record
51%
4740-4541 (9281)
cryingbabydicer87<$100Invested
$15.75
Value
$17
PnL
+$1.25
Record
50%
1618-1648 (3266)
Invested
$12.09
Value
$12.75
PnL
+$0.66
Record
49%
212-223 (435)
Invested
$2.5
Value
$3.4
PnL
+$0.9
Record
55%
28-23 (51)
Invested
$181.61
Value
$2.37
PnL
-$176.94
Record
46%
72-84 (156)
Invested
$0.74
Value
$0.74
PnL
+$0
Record
49%
430-445 (875)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.4¢ price + 1.0¢ spread + 0.1¢ fee (Crypto 7%). 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
0xb55fa1296E6ec55D0cE53d93B9237389f11764d4-1777575277609
ARBArbitrage — excluded
mo-money
Down — $50.2
almach
Down — $34
bosona
Down — $32.64

cryingbabydicer87
Down — $17
Eager47259
Down — $12.75
fiankee
Down — $3.4
0xe3EeB127d5763a6E4aD597f773F9d259C94d5176-1780742904507
CTRUp — $2.37
Anon455
Down — $0.74