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4 of 8 top Polymarket traders hold No (50%) · No at 90¢ · $1K held · ends Nov 18
⚖️
Neutral
No
8
No 50%
$1.2K
$39.4
89.7¢ → 90.2¢
+1% since entry · 4 traders
Research grade
NeutralNo at 90%
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.
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
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%)4 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Cooling
-7 pts consensus
Breadth
4 traders
Top 2 hold 87%
Freshness
Fresh
8h old
Flip Quality
Clean
0 consensus flips
50% of non-arb traders are on No. Concentration is driven by the top two positions owning 87% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
GA Gaditima | Noavg 90.3¢ | $880.06 | $902.98 | +$22.93 | 46% 172-204 (376) |
CI cigarettes | Noavg 87¢ | $127.91 | $136.12 | +$8.21 | 53% 6319-5588 (11907) |
TH TheWindKnowsmyName | Noavg 85.2¢ | $187.72 | $94.66 | +$17.42 | 8% 11-133 (144) |
0X 0x90Bf2dbB1ab3b3C1bDd76D73848AFCb19b5799EB-1757018988089<$100 | Noavg 94.2¢ | $65.92 | $64.82 | -$1.1 | — 1-2 (3) |
XT xtxpleasecallmeCTR<$100 | Yesavg 11.6¢ | $75.38 | $11.48 | -$7.39 | 40% 3363-5001 (8364) |
SU SulkingCryptoCTR<$100 | Yesavg 10.9¢ | $6 | $2.62 | -$1.11 | 10% 9-78 (87) |
0X 0x6b25c5c4d1e681d2203297803793ad8c732b7a69CTR<$100 | Yesavg 7¢ | $1.47 | $2 | +$0.53 | 53% 99-88 (187) |
![]() dips.CTR<$100 | Yesavg 7.9¢ | $0.63 | $0.56 | -$0.07 | 46% 593-709 (1302) |
Invested
$880.06
Value
$902.98
PnL
+$22.93
Record
46%
172-204 (376)
Invested
$127.91
Value
$136.12
PnL
+$8.21
Record
53%
6319-5588 (11907)
Invested
$187.72
Value
$94.66
PnL
+$17.42
Record
8%
11-133 (144)
Invested
$65.92
Value
$64.82
PnL
-$1.1
Record
—
1-2 (3)
Invested
$75.38
Value
$11.48
PnL
-$7.39
Record
40%
3363-5001 (8364)
Invested
$6
Value
$2.62
PnL
-$1.11
Record
10%
9-78 (87)
Invested
$1.47
Value
$2
PnL
+$0.53
Record
53%
99-88 (187)
dips.CTR<$100Invested
$0.63
Value
$0.56
PnL
-$0.07
Record
46%
593-709 (1302)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
90.2¢ price + 1.0¢ spread + 0.4¢ fee (Culture 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
Gaditima
No — $902.98
cigarettes
No — $136.12
TheWindKnowsmyName
No — $94.66
0x90Bf2dbB1ab3b3C1bDd76D73848AFCb19b5799EB-1757018988089
No — $64.82
xtxpleasecallme
CTRYes — $11.48
SulkingCrypto
CTRYes — $2.62
0x6b25c5c4d1e681d2203297803793ad8c732b7a69
CTRYes — $2

dips.
CTRYes — $0.56