Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (75%). 4 of 5 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

FK Austria Wien leading at halftime?
4 of 5 top Polymarket traders hold Yes (80%) · Yes at 25¢ · $32 held · ends Nov 11
⚠️
Avoid
Yes
5
Yes 80%
$32.26
$2.69
Research grade
AvoidYes at 25%
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
4 of 5 top traders (80%)Underdog side (market favors No 75%)4 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
4 traders
Top 2 hold 91%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
80% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 91% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() LornaPredictsCTR<$100 | Yesavg 4¢ | $3.16 | $17.79 | +$14.63 | 15% 13-72 (85) |
SN SnakeBall<$100 | Noavg 82¢ | $4.92 | $5.75 | +$0.83 | 47% 148-167 (315) |
FL FlaznorpCTR<$100 | Yesavg 14.5¢ | $18.27 | $5.04 | -$13.22 | 50% 1407-1409 (2816) |
SE sentrioCTR<$100 | Yesavg 14¢ | $2.14 | $3.43 | +$1.3 | 31% 169-382 (551) |
OM omnibus-076daaCTR<$100 | Yesavg 18¢ | $1.08 | $0.24 | -$0.84 | 37% 189-328 (517) |
LornaPredictsCTR<$100Invested
$3.16
Value
$17.79
PnL
+$14.63
Record
15%
13-72 (85)
Invested
$4.92
Value
$5.75
PnL
+$0.83
Record
47%
148-167 (315)
Invested
$18.27
Value
$5.04
PnL
-$13.22
Record
50%
1407-1409 (2816)
Invested
$2.14
Value
$3.43
PnL
+$1.3
Record
31%
169-382 (551)
Invested
$1.08
Value
$0.24
PnL
-$0.84
Record
37%
189-328 (517)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
25.0¢ 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.