Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 5 of 5 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will China’s 2026 annual GDP growth (Y/Y) be between 2.0% and 3.0%?
5 of 5 top Polymarket traders hold Yes (100%) · Yes at 0.2¢ · $0 held · ends Jan 31, 2027
⚠️
Avoid
Yes
5
Yes 100%
$0.44
-$54.65
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.
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
5 of 5 top traders (100%)Underdog side (market favors No 100%)5 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
5 traders
Top 2 hold 78%
Freshness
Mature
33h old
Flip Quality
Clean
0 consensus flips
100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 78% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
ME merodCTR<$100 | Yes | $0.23 | $0.23 | -$15.15 | 42% 2910-4011 (6921) |
![]() 2B9SCTR<$100 | Yesavg 0.2¢ | $0.12 | $0.12 | +$0 | 17% 4208-19852 (24060) |
JO JordanMooneyCTR | Yes | $145.75 | $0.08 | -$39.52 | 36% 1990-3558 (5548) |
WO wokerjoesleeperCTR<$100 | Yesavg 1.5¢ | $0.11 | $0.01 | +$0.01 | 32% 6357-13258 (19615) |
VI VictornixCTR<$100 | Yesavg 0.1¢ | $0 | $0.01 | +$0.01 | 11% 67-525 (592) |
Invested
$0.23
Value
$0.23
PnL
-$15.15
Record
42%
2910-4011 (6921)
2B9SCTR<$100Invested
$0.12
Value
$0.12
PnL
+$0
Record
17%
4208-19852 (24060)
Invested
$145.75
Value
$0.08
PnL
-$39.52
Record
36%
1990-3558 (5548)
Invested
$0.11
Value
$0.01
PnL
+$0.01
Record
32%
6357-13258 (19615)
Invested
$0
Value
$0.01
PnL
+$0.01
Record
11%
67-525 (592)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.2¢ price + 1.0¢ spread + 0.1¢ fee (Economics 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.