Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (95%). 5 of 9 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.
Exact Score: Spain 0 - 1 England?
5 of 9 top Polymarket traders hold Yes (56%) · Yes at 5.1¢ · $454 held · ends Nov 15
⚠️
Avoid
Yes
9
Yes 56%
$453.94
$54.6
4.2¢ → 5.1¢
+22% since entry · 5 traders
Research grade
AvoidYes at 5%
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
5 of 9 top traders (56%)Underdog side (market favors No 95%)5 hold 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
5 traders
Top 2 hold 90%
Freshness
Mature
14h old
Flip Quality
Clean
0 consensus flips
56% 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 |
|---|---|---|---|---|---|
FL FlaznorpCTR | Yesavg 4.9¢ | $174.6 | $182.64 | +$8.05 | 49% 4632-4895 (9527) |
LO lovedudleyCTR | Yesavg 2.7¢ | $54.05 | $100 | +$45.95 | 20% 30-119 (149) |
GC GC-P<$100 | Noavg 94.5¢ | $80.21 | $80.13 | -$0.08 | 42% 547-747 (1294) |
NM NM-P<$100 | Noavg 94.4¢ | $46.25 | $46.1 | -$0.14 | 59% 3948-2729 (6677) |
SE sentrioCTR<$100 | Yesavg 5¢ | $28.31 | $28.86 | +$0.55 | 41% 1173-1667 (2840) |
38 38791873984189<$100 | Noavg 94.5¢ | $20.98 | $7 | +$0.02 | 48% 3948-4293 (8241) |
GH ghorrock<$100 | Noavg 94.5¢ | $7.51 | $6.99 | +$0.03 | 53% 2305-2071 (4376) |
FE ferdinand2CTR<$100 | Yesavg 4.8¢ | $1.16 | $1.21 | +$0.05 | 48% 2518-2728 (5246) |
TA takeormakeCTR<$100 | Yesavg 4.1¢ | $0.82 | $1 | +$0.18 | 57% 3682-2767 (6449) |
Invested
$174.6
Value
$182.64
PnL
+$8.05
Record
49%
4632-4895 (9527)
Invested
$54.05
Value
$100
PnL
+$45.95
Record
20%
30-119 (149)
Invested
$80.21
Value
$80.13
PnL
-$0.08
Record
42%
547-747 (1294)
Invested
$46.25
Value
$46.1
PnL
-$0.14
Record
59%
3948-2729 (6677)
Invested
$28.31
Value
$28.86
PnL
+$0.55
Record
41%
1173-1667 (2840)
Invested
$20.98
Value
$7
PnL
+$0.02
Record
48%
3948-4293 (8241)
Invested
$7.51
Value
$6.99
PnL
+$0.03
Record
53%
2305-2071 (4376)
Invested
$1.16
Value
$1.21
PnL
+$0.05
Record
48%
2518-2728 (5246)
Invested
$0.82
Value
$1
PnL
+$0.18
Record
57%
3682-2767 (6449)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
5.1¢ price + 1.0¢ spread + 0.3¢ 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.