Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (96%). 2 of 4 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will GPT Astra 6.1+ be released on November 9, 2026?
2 of 4 top Polymarket traders hold Yes (50%) · Yes at 4.3¢ · $85 held · ends Nov 10
⚠️
Avoid
Yes
4
Yes 50%
$85.43
-$24.89
Research grade
AvoidYes at 4%
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 96%)2 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() balthazarCTR<$100 | Yesavg 4.5¢ | $83.28 | $48.7 | -$34.59 | 34% 33217-64988 (98205) |
0X 0xc7D02944A76B9F83B199e9090ECC92C82d241F8a-1776944395495<$100 | Noavg 92.1¢ | $22.1 | $22.97 | +$0.86 | 56% 18852-15018 (33870) |
XT xtxpleasecallmeCTR | Yesavg 5.2¢ | $107.94 | $8.8 | +$8.66 | 33% 20011-40834 (60845) |
CB Cb94C437EA5e6f088c6c0C143c592ab8EFBed<$100 | Noavg 85.8¢ | $4.8 | $4.97 | +$0.17 | 53% 8890-8041 (16931) |
balthazarCTR<$100Invested
$83.28
Value
$48.7
PnL
-$34.59
Record
34%
33217-64988 (98205)
Invested
$22.1
Value
$22.97
PnL
+$0.86
Record
56%
18852-15018 (33870)
Invested
$107.94
Value
$8.8
PnL
+$8.66
Record
33%
20011-40834 (60845)
Invested
$4.8
Value
$4.97
PnL
+$0.17
Record
53%
8890-8041 (16931)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
4.3¢ price + 1.0¢ spread + 0.2¢ 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.