Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (54%). 9 of 16 traders hold an outcome priced under 50%.

Will 3 Jensen Huang affairs be reported by December 31?
9 of 16 top Polymarket traders hold Yes (56%) · Yes at 47¢ · $5K held · ends Jan 1, 2027
⚖️
Neutral
Yes
16
Yes 56%
$4.9K
-$114.74
49.7¢ → 46.5¢
-6% since entry · 9 traders
Research grade
NeutralYes at 47%
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.
- Side priced 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.
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
9 of 16 top traders (56%)Underdog side (market favors No 54%)9 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
9 traders
Top 2 hold 87%
Freshness
Fresh
12h old
Flip Quality
Clean
0 consensus flips
56% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 87% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
88 881112CTR | Yesavg 50¢ | $2.8K | $2.5K | -$206.41 | 1% 4-423 (427) |
![]() StupidMonkeyyy | Noavg 50.4¢ | $545.08 | $583.74 | +$38.66 | 60% 12-8 (20) |
![]() EuanCTR | Yesavg 49¢ | $510.86 | $479.59 | -$31.28 | — 3-9 (12) |
0X 0xa169f83d28ad1ce5a14cc1c49796b547ece21b73 | Noavg 52.1¢ | $414.73 | $426.26 | +$11.53 | 25% 91-280 (371) |
NE Newshound | Noavg 49¢ | $210.69 | $232.19 | +$21.5 | 1% 2-162 (164) |
GD GdubCTR | Yesavg 50¢ | $250 | $230 | -$20 | — 3-7 (10) |
G.Hchen | Noavg 51¢ | $153 | $162 | +$9 | 6% 7-101 (108) |
![]() LornaPredictsCTR | Yesavg 46.9¢ | $211.38 | $91.44 | +$35.32 | 13% 62-416 (478) |
XT xtxpleasecallmeCTR | Yesavg 45.7¢ | $201.77 | $59.07 | +$50.26 | 39% 3479-5356 (8835) |
CI cigarettesCTR<$100 | Yesavg 49¢ | $58.8 | $55.2 | -$3.6 | 53% 6618-5816 (12434) |
0X 0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271CTR<$100 | Yesavg 47.6¢ | $30 | $29.3 | -$0.7 | 37% 165-281 (446) |
LI lissartterCTR<$100 | Yesavg 48.5¢ | $23.29 | $22.36 | -$0.94 | 40% 10-15 (25) |
![]() Dr.mettCTR<$100 | Yesavg 51.8¢ | $36.25 | $15.47 | -$1.22 | — 11-2 (13) |
![]() HoshinoAI | Noavg 53¢ | $477.66 | $13.28 | -$18.75 | 35% 19-36 (55) |
CO Contestable-Parfait<$100 | Noavg 56¢ | $11.2 | $10.8 | -$0.4 | 46% 142-167 (309) |
![]() Haradwaith | Noavg 51.2¢ | $140.93 | $5.76 | +$2.29 | 30% 108-251 (359) |
Invested
$2,777.5
Value
$2.5K
PnL
-$206.41
Record
1%
4-423 (427)
StupidMonkeyyyInvested
$545.08
Value
$583.74
PnL
+$38.66
Record
60%
12-8 (20)
EuanCTRInvested
$510.86
Value
$479.59
PnL
-$31.28
Record
—
3-9 (12)
Invested
$414.73
Value
$426.26
PnL
+$11.53
Record
25%
91-280 (371)
Invested
$210.69
Value
$232.19
PnL
+$21.5
Record
1%
2-162 (164)
Invested
$250
Value
$230
PnL
-$20
Record
—
3-7 (10)
Invested
$153
Value
$162
PnL
+$9
Record
6%
7-101 (108)
LornaPredictsCTRInvested
$211.38
Value
$91.44
PnL
+$35.32
Record
13%
62-416 (478)
Invested
$201.77
Value
$59.07
PnL
+$50.26
Record
39%
3479-5356 (8835)
Invested
$58.8
Value
$55.2
PnL
-$3.6
Record
53%
6618-5816 (12434)
Invested
$30
Value
$29.3
PnL
-$0.7
Record
37%
165-281 (446)
Invested
$23.29
Value
$22.36
PnL
-$0.94
Record
40%
10-15 (25)
Dr.mettCTR<$100Invested
$36.25
Value
$15.47
PnL
-$1.22
Record
—
11-2 (13)
HoshinoAIInvested
$477.66
Value
$13.28
PnL
-$18.75
Record
35%
19-36 (55)
Invested
$11.2
Value
$10.8
PnL
-$0.4
Record
46%
142-167 (309)
HaradwaithInvested
$140.93
Value
$5.76
PnL
+$2.29
Record
30%
108-251 (359)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
46.5¢ price + 1.0¢ spread + 1.2¢ fee (Other / General 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
881112
CTRYes — $2.5K

StupidMonkeyyy
No — $583.74

Euan
CTRYes — $479.59
0xa169f83d28ad1ce5a14cc1c49796b547ece21b73
No — $426.26
Newshound
No — $232.19
Gdub
CTRYes — $230
G.Hchen
No — $162

LornaPredicts
CTRYes — $91.44
xtxpleasecallme
CTRYes — $59.07
cigarettes
CTRYes — $55.2