Smart money holds the underdog side
Most tracked traders hold No, while the market favors Yes (74%). 4 of 8 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.
Will Cerro Largo FC win on 2026-11-12?
4 of 8 top Polymarket traders hold No (50%) · No at 27¢ · $305 held · ended Nov 12
⚠️
Avoid
No
8
No 50%
1 arb excluded
$305.32
-$46.19
40¢ → 26.5¢
-34% since entry · 4 traders
Research grade
AvoidNo at 27%
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
4 of 8 top traders (50%)Underdog side (market favors Yes 74%)1 arbitrage trader dimmed4 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Cooling
-17 pts consensus
Breadth
4 traders
Top 2 hold 56%
Freshness
Fresh
8h old
Flip Quality
Watch
1 consensus flip
50% of non-arb traders are on No. Concentration is driven by the top two positions owning 56% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL FlaznorpARB<$100 | Noavg 41.2¢ | $182.15 | $142.54 | -$39.61 | 51% 2763-2694 (5457) |
| └ No leg | Noavg 41.2¢ | $140.67 | $92.29 | -$48.38 | |
| └ Yes leg | Yesavg 60.3¢ | $41.48 | $50.25 | +$8.77 | |
MA MadridTimeCTR<$100 | Noavg 47¢ | $68.69 | $38.91 | -$29.78 | 35% 657-1232 (1889) |
![]() tradecraftCTR<$100 | Noavg 49.6¢ | $65.47 | $35.65 | -$29.83 | 23% 193-656 (849) |
SL SlickRick123CTR<$100 | Noavg 21¢ | $26.88 | $34.56 | +$7.68 | 30% 233-531 (764) |
SE sentrioCTR<$100 | Noavg 46.2¢ | $26.35 | $23.96 | -$2.39 | 42% 662-917 (1579) |
LI LightParadox<$100 | Yesavg 54¢ | $8.47 | $11.45 | +$2.98 | 34% 639-1259 (1898) |
LI Limousin<$100 | Yesavg 53¢ | $5.3 | $7.3 | +$2 | 33% 620-1253 (1873) |
![]() VeryLucky888<$100 | Yesavg 51¢ | $5.1 | $7.3 | +$2.2 | 53% 852-766 (1618) |
FE ferdinand2<$100 | Yesavg 54¢ | $2.7 | $3.65 | +$0.95 | 49% 1386-1434 (2820) |
Invested
$182.15
Value
$142.54
PnL
-$39.61
Record
51%
2763-2694 (5457)
Both legs:
Invested
$68.69
Value
$38.91
PnL
-$29.78
Record
35%
657-1232 (1889)
tradecraftCTR<$100Invested
$65.47
Value
$35.65
PnL
-$29.83
Record
23%
193-656 (849)
Invested
$26.88
Value
$34.56
PnL
+$7.68
Record
30%
233-531 (764)
Invested
$26.35
Value
$23.96
PnL
-$2.39
Record
42%
662-917 (1579)
Invested
$8.47
Value
$11.45
PnL
+$2.98
Record
34%
639-1259 (1898)
Invested
$5.3
Value
$7.3
PnL
+$2
Record
33%
620-1253 (1873)
VeryLucky888<$100Invested
$5.1
Value
$7.3
PnL
+$2.2
Record
53%
852-766 (1618)
Invested
$2.7
Value
$3.65
PnL
+$0.95
Record
49%
1386-1434 (2820)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
26.5¢ 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.