
Exact Score: Italy 1 - 1 France?
5 of 12 top Polymarket traders hold No (42%) · No at 82¢ · $2K held · ended Nov 12
⚖️
Neutral
No
12
No 42%
1 arb excluded
$2.3K
$433.93
88.6¢ → 81.5¢
-8% since entry · 5 traders
Research grade
NeutralNo at 82%
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 %).
- 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
5 of 12 top traders (42%)1 arbitrage trader dimmed7 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
-7 pts consensus
Breadth
5 traders
Top 2 hold 77%
Freshness
Fresh
10h old
Flip Quality
Watch
1 consensus flip
50% of non-arb traders are on No. Concentration is driven by the top two positions owning 77% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
GC GC-P | Noavg 87.4¢ | $524.5 | $516 | -$8.5 | 28% 171-441 (612) |
NM NM-P | Noavg 87.3¢ | $481.07 | $476.53 | -$4.54 | 59% 3556-2429 (5985) |
LO lovedudleyCTR | Yesavg 2.7¢ | $54.05 | $280 | +$225.95 | — 2-10 (12) |
![]() RN1ARB<$100 | Noavg 90.4¢ | $203.61 | $252.14 | +$48.53 | 56% 4529-3502 (8031) |
| └ Yes leg | Yesavg 7.9¢ | $71.18 | $126.21 | +$55.03 | |
| └ No leg | Noavg 90.4¢ | $132.43 | $125.93 | -$6.5 | |
LI LimousinCTR | Yesavg 10.4¢ | $140.38 | $248.91 | +$108.53 | 33% 563-1169 (1732) |
LU LuckyLoo | Noavg 93¢ | $215.85 | $198.39 | -$17.46 | 35% 221-416 (637) |
FL FlaznorpCTR | Yesavg 7.9¢ | $62.31 | $122.59 | +$60.28 | 51% 2634-2567 (5201) |
ZT ZTMZqClEsjMmwCDWXoG<$100 | Noavg 92¢ | $100 | $91.3 | -$8.7 | 29% 175-437 (612) |
38 38791873984189CTR<$100 | Yesavg 4.2¢ | $76.35 | $88.36 | +$74.51 | 48% 2298-2502 (4800) |
LI LightParadoxCTR<$100 | Yesavg 14.7¢ | $13.39 | $15.04 | +$1.64 | 33% 585-1187 (1772) |
MA MadridTimeCTR<$100 | Yesavg 12.5¢ | $7.49 | $8.4 | +$0.91 | 34% 592-1164 (1756) |
GH ghorrock<$100 | Noavg 88¢ | $5.15 | $6.51 | +$1.35 | 54% 1032-892 (1924) |
VE VenusianCTR<$100 | Yesavg 17¢ | $1.6 | $1.55 | -$0.05 | 32% 565-1192 (1757) |
Invested
$524.5
Value
$516
PnL
-$8.5
Record
28%
171-441 (612)
Invested
$481.07
Value
$476.53
PnL
-$4.54
Record
59%
3556-2429 (5985)
Invested
$54.05
Value
$280
PnL
+$225.95
Record
—
2-10 (12)
RN1ARB<$100Invested
$203.61
Value
$252.14
PnL
+$48.53
Record
56%
4529-3502 (8031)
Both legs:
Invested
$140.38
Value
$248.91
PnL
+$108.53
Record
33%
563-1169 (1732)
Invested
$215.85
Value
$198.39
PnL
-$17.46
Record
35%
221-416 (637)
Invested
$62.31
Value
$122.59
PnL
+$60.28
Record
51%
2634-2567 (5201)
Invested
$100
Value
$91.3
PnL
-$8.7
Record
29%
175-437 (612)
Invested
$76.35
Value
$88.36
PnL
+$74.51
Record
48%
2298-2502 (4800)
Invested
$13.39
Value
$15.04
PnL
+$1.64
Record
33%
585-1187 (1772)
Invested
$7.49
Value
$8.4
PnL
+$0.91
Record
34%
592-1164 (1756)
Invested
$5.15
Value
$6.51
PnL
+$1.35
Record
54%
1032-892 (1924)
Invested
$1.6
Value
$1.55
PnL
-$0.05
Record
32%
565-1192 (1757)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
81.5¢ price + 1.0¢ spread + 0.7¢ 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
GC-P
No — $516
NM-P
No — $476.53
lovedudley
CTRYes — $280

RN1
ARBArbitrage — excluded
Limousin
CTRYes — $248.91
LuckyLoo
No — $198.39
Flaznorp
CTRYes — $122.59
ZTMZqClEsjMmwCDWXoG
No — $91.3
38791873984189
CTRYes — $88.36
LightParadox
CTRYes — $15.04