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

Will Gemini Carbon be released on November 29, 2026?
4 of 4 top Polymarket traders hold Yes (100%) · Yes at 0.0¢ · $0 held · ends Nov 30
⚠️
Avoid
Yes
4
Yes 100%
$0.24
-$8.89
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.
- 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
4 of 4 top traders (100%)Underdog side (market favors No 100%)4 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 |
|---|---|---|---|---|---|
XT xtxpleasecallmeCTR<$100 | Yesavg 1.4¢ | $2.9 | $0.1 | -$0.3 | 35% 19615-37161 (56776) |
QW qwen300.fundCTR<$100 | Yesavg 0.2¢ | $0.55 | $0.08 | -$4.89 | 53% 12738-11372 (24110) |
0X 0x9495d622aB74a6O1AD1668D3DD4F7A2E68C3468FCTR<$100 | Yesavg 1.9¢ | $1.86 | $0.05 | -$2.81 | 23% 1826-6151 (7977) |
![]() LornaPredictsCTR<$100 | Yesavg 2.4¢ | $0.56 | $0.01 | -$0.89 | 19% 2965-12539 (15504) |
Invested
$2.9
Value
$0.1
PnL
-$0.3
Record
35%
19615-37161 (56776)
Invested
$0.55
Value
$0.08
PnL
-$4.89
Record
53%
12738-11372 (24110)
Invested
$1.86
Value
$0.05
PnL
-$2.81
Record
23%
1826-6151 (7977)
LornaPredictsCTR<$100Invested
$0.56
Value
$0.01
PnL
-$0.89
Record
19%
2965-12539 (15504)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.0¢ price + 1.0¢ spread + 0.0¢ fee (Tech 4%). 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.