Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (84%). 2 of 4 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will France win the 2026-27 UEFA Nations League?
2 of 4 top Polymarket traders hold Yes (50%) · Yes at 17¢ · $103 held · ends Jun 14, 2027
⚠️
Avoid
Yes
4
Yes 50%
$102.76
$22.75
Research grade
AvoidYes at 17%
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.
- Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer 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 84%)2 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() TimeTravelerCTR<$100 | Yesavg 15¢ | $51.11 | $69.91 | +$18.81 | 41% 2310-3378 (5688) |
ND ndb1<$100 | Noavg 69¢ | $13.8 | $15.9 | +$2.1 | 64% 1168-661 (1829) |
![]() DavidShekel<$100 | Noavg 74¢ | $14.23 | $15.29 | +$1.06 | 38% 907-1496 (2403) |
LU luciebotCTR<$100 | Yesavg 5.2¢ | $0.27 | $1.06 | +$0.79 | 22% 3337-11823 (15160) |
TimeTravelerCTR<$100Invested
$51.11
Value
$69.91
PnL
+$18.81
Record
41%
2310-3378 (5688)
Invested
$13.8
Value
$15.9
PnL
+$2.1
Record
64%
1168-661 (1829)
DavidShekel<$100Invested
$14.23
Value
$15.29
PnL
+$1.06
Record
38%
907-1496 (2403)
Invested
$0.27
Value
$1.06
PnL
+$0.79
Record
22%
3337-11823 (15160)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
16.5¢ price + 1.0¢ spread + 0.7¢ 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.