Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 8 of 9 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.
Will Bennett Stirtz win the 2026-27 NBA Rookie of the Year?
8 of 9 top Polymarket traders hold Yes (89%) · Yes at 0.1¢ · $92 held · ends May 31, 2027
⚠️
Avoid
Yes
9
Yes 89%
$91.59
-$34.96
Research grade
AvoidYes at 0%
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.
- BasketballFull year, out of sample: basketball lost −4.8 % a trade (n 1,747, 95 % CI −9.2 to +0.3); Oct 22 backtest: −12.0 % and −9.2 % in its two windows.
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
8 of 9 top traders (89%)Underdog side (market favors No 100%)8 hold an outcome priced under 50%9 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Cooling
+7 pts consensus
Breadth
8 traders
Top 2 hold 69%
Freshness
Late
61h old
Flip Quality
Choppy
6 consensus flips
89% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 69% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
MI mildwindow27<$100 | Noavg 99.8¢ | $89.82 | $89.87 | +$0.04 | 43% 8735-11393 (20128) |
CR crckrCTR<$100 | Yesavg 3.1¢ | $30.63 | $0.94 | -$28.6 | 31% 738-1610 (2348) |
HA haveagooddayCTR<$100 | Yes | $59.94 | $0.25 | -$2.29 | 47% 3793-4263 (8056) |
SP SpringlyFawlCTR<$100 | Yesavg 0.9¢ | $0.65 | $0.2 | -$1.58 | 27% 2507-6862 (9369) |
QW qwen300.fundCTR<$100 | Yesavg 0.4¢ | $0.38 | $0.14 | -$0.24 | 54% 12396-10610 (23006) |
AU auros2CTR<$100 | Yes | $0.08 | $0.08 | -$0.63 | — 4-0 (4) |
BI BiggggggggCTR<$100 | Yesavg 2.4¢ | $0.41 | $0.06 | -$0.35 | 31% 3237-7104 (10341) |
AN anothercoinCTR<$100 | Yesavg 0.2¢ | $0.06 | $0.03 | -$0.25 | 41% 796-1133 (1929) |
VI VictorLudorumCTR<$100 | Yes | $80.92 | $0.02 | -$1.06 | 49% 6543-6924 (13467) |
Invested
$89.82
Value
$89.87
PnL
+$0.04
Record
43%
8735-11393 (20128)
Invested
$30.63
Value
$0.94
PnL
-$28.6
Record
31%
738-1610 (2348)
Invested
$59.94
Value
$0.25
PnL
-$2.29
Record
47%
3793-4263 (8056)
Invested
$0.65
Value
$0.2
PnL
-$1.58
Record
27%
2507-6862 (9369)
Invested
$0.38
Value
$0.14
PnL
-$0.24
Record
54%
12396-10610 (23006)
Invested
$0.08
Value
$0.08
PnL
-$0.63
Record
—
4-0 (4)
Invested
$0.41
Value
$0.06
PnL
-$0.35
Record
31%
3237-7104 (10341)
Invested
$0.06
Value
$0.03
PnL
-$0.25
Record
41%
796-1133 (1929)
Invested
$80.92
Value
$0.02
PnL
-$1.06
Record
49%
6543-6924 (13467)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.1¢ price + 1.0¢ spread + 0.1¢ 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.