Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 4 of 6 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Eurozone annual GDP growth in 2026 be less than 0%?
4 of 6 top Polymarket traders hold Yes (67%) · Yes at 0.2¢ · $160 held · ends Jan 31, 2027
⚠️
Avoid
Yes
6
Yes 67%
$160.27
-$5.08
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
4 of 6 top traders (67%)Underdog side (market favors No 100%)4 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
4 traders
Top 2 hold 96%
Freshness
Late
161h old
Flip Quality
Clean
1 consensus flip
67% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 96% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271<$100 | Noavg 99.9¢ | $85 | $84.83 | -$0.13 | 23% 8575-28998 (37573) |
CI cigarettes<$100 | Noavg 95.7¢ | $75.44 | $75.29 | +$3.11 | 50% 66284-66816 (133100) |
0X 0xa169f83d28ad1ce5a14cc1c49796b547ece21b73CTR<$100 | Yesavg 11.1¢ | $5.56 | $0.1 | -$5.46 | 37% 335-563 (898) |
VE VerilyWinninglyCTR<$100 | Yesavg 11.1¢ | $2.22 | $0.04 | -$2.18 | 21% 384-1453 (1837) |
![]() broskyeCTR<$100 | Yesavg 11.1¢ | $0.22 | $0 | -$0.22 | 43% 176-238 (414) |
DO donthackmeCTR<$100 | Yesavg 34.7¢ | $0.21 | $0 | -$0.21 | 55% 42191-34106 (76297) |
Invested
$85
Value
$84.83
PnL
-$0.13
Record
23%
8575-28998 (37573)
Invested
$75.44
Value
$75.29
PnL
+$3.11
Record
50%
66284-66816 (133100)
Invested
$5.56
Value
$0.1
PnL
-$5.46
Record
37%
335-563 (898)
Invested
$2.22
Value
$0.04
PnL
-$2.18
Record
21%
384-1453 (1837)
broskyeCTR<$100Invested
$0.22
Value
$0
PnL
-$0.22
Record
43%
176-238 (414)
Invested
$0.21
Value
$0
PnL
-$0.21
Record
55%
42191-34106 (76297)
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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.