Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (98%). 2 of 4 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Bitcoin reach $82,000 November 9-15?
2 of 4 top Polymarket traders hold Yes (50%) · Yes at 2.4¢ · $757 held · ends Nov 16
⚠️
Avoid
Yes
4
Yes 50%
1 arb excluded
$756.61
-$124.89
4.5¢ → 2.4¢
-48% since entry · 2 traders
Research grade
AvoidYes at 2%
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
2 of 4 top traders (50%)Underdog side (market favors No 98%)1 arbitrage trader dimmed2 hold an outcome priced under 50%1 small position dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x06dc51826bc524d9a83770e7de9dd7e005b0452ARB<$100 | Yesavg 2.2¢ | $7.1K | $288.38 | +$190.65 | 65% 60-33 (93) |
| └ Yes leg | Yesavg 2.2¢ | $196.41 | $212.49 | +$16.08 | |
| └ No leg | Noavg 95.4¢ | $74.15 | $75.89 | +$174.57 | |
![]() justdance | Noavg 97.8¢ | $237.71 | $237.96 | +$0.24 | 57% 17-13 (30) |
0X 0xf705fa045201391d9632b7f3cde06a5e24453ca7CTR | Yesavg 4.5¢ | $258.8 | $132.27 | -$126.52 | — 2-1 (3) |
![]() Haradwaith | Noavg 97.8¢ | $195.6 | $97.7 | +$0.12 | 53% 40-36 (76) |
EA Eager47259CTR<$100 | Yesavg 1.3¢ | $2.85 | $0.3 | +$1.27 | 40% 49-72 (121) |
Invested
$7,147.57
Value
$288.38
PnL
+$190.65
Record
65%
60-33 (93)
Both legs:
justdanceInvested
$237.71
Value
$237.96
PnL
+$0.24
Record
57%
17-13 (30)
Invested
$258.8
Value
$132.27
PnL
-$126.52
Record
—
2-1 (3)
HaradwaithInvested
$195.6
Value
$97.7
PnL
+$0.12
Record
53%
40-36 (76)
Invested
$2.85
Value
$0.3
PnL
+$1.27
Record
40%
49-72 (121)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
2.4¢ price + 1.0¢ spread + 0.2¢ fee (Crypto 7%). 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.