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11 of 13 top Polymarket traders hold No (85%) · No at 100¢ · $302 held · ends Nov 18
⚠️
Avoid
No
13
No 85%
$301.71
-$7.01
99.9¢ → 99.8¢
+0% since entry · 11 traders
Research grade
AvoidNo at 100%
Matches a pattern that lost clearly more than the plain consensus in our tests.
- Culture / mentionsFull year, out of sample: culture lost −4.0 % a trade (n 1,214, 95 % CI −9.7 to +2.0); Oct 22 backtest: −7.1 % and −15.4 % in its two windows.
- Side priced over 95¢Full year, out of sample: 0.90–0.95 −0.2 % a trade (n 12,989, 95 % CI −0.6 to +0.3); above 95¢ little is left to win and the tests stop at 0.95.
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
11 of 13 top traders (85%)2 hold an outcome priced under 50%13 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
7 traders
Top 2 hold 42%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
78% of non-arb traders are on No. Concentration is driven by the top two positions owning 42% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579<$100 | Noavg 99.9¢ | $70.63 | $70.56 | -$0.07 | 45% 521-645 (1166) |
0X 0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293<$100 | Noavg 99.9¢ | $33.83 | $33.79 | -$0.03 | 48% 492-535 (1027) |
0X 0x69f0C154a3412F2b3Fa7eB22c6d08E6B5B32FB27-1778811502354<$100 | Noavg 99.8¢ | $31.53 | $31.51 | -$0.02 | 62% 473-292 (765) |
NO northdrawer<$100 | Noavg 99.8¢ | $29.94 | $29.95 | +$0.01 | 27% 949-2550 (3499) |
GR graynotebook19<$100 | Noavg 99.9¢ | $29.97 | $29.94 | -$0.03 | 26% 871-2505 (3376) |
VI VictorLudorum<$100 | Noavg 99.9¢ | $29.97 | $29.94 | -$0.03 | 9% 3-29 (32) |
0X 0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658<$100 | Noavg 99.9¢ | $21.61 | $21.59 | -$0.02 | 62% 471-291 (762) |
QU quietparcel<$100 | Noavg 99.8¢ | $18.96 | $18.97 | +$0 | 25% 92-281 (373) |
0X 0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493<$100 | Noavg 99.9¢ | $12.08 | $12.07 | -$0.01 | 58% 481-347 (828) |
0X 0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343<$100 | Noavg 99.8¢ | $12.06 | $12.05 | -$0.01 | 47% 544-625 (1169) |
XT xtxpleasecallme<$100 | Noavg 99.6¢ | $23.13 | $11.29 | -$3.51 | 40% 3250-4894 (8144) |
AH aHjCzCTR<$100 | Yesavg 4.9¢ | $0.98 | $0.04 | -$0.94 | 25% 1250-3715 (4965) |
![]() balthazarCTR<$100 | Yesavg 16.7¢ | $2.37 | $0.03 | -$2.34 | 47% 4825-5515 (10340) |
Invested
$70.63
Value
$70.56
PnL
-$0.07
Record
45%
521-645 (1166)
Invested
$33.83
Value
$33.79
PnL
-$0.03
Record
48%
492-535 (1027)
Invested
$31.53
Value
$31.51
PnL
-$0.02
Record
62%
473-292 (765)
Invested
$29.94
Value
$29.95
PnL
+$0.01
Record
27%
949-2550 (3499)
Invested
$29.97
Value
$29.94
PnL
-$0.03
Record
26%
871-2505 (3376)
Invested
$29.97
Value
$29.94
PnL
-$0.03
Record
9%
3-29 (32)
Invested
$21.61
Value
$21.59
PnL
-$0.02
Record
62%
471-291 (762)
Invested
$18.96
Value
$18.97
PnL
+$0
Record
25%
92-281 (373)
Invested
$12.08
Value
$12.07
PnL
-$0.01
Record
58%
481-347 (828)
Invested
$12.06
Value
$12.05
PnL
-$0.01
Record
47%
544-625 (1169)
Invested
$23.13
Value
$11.29
PnL
-$3.51
Record
40%
3250-4894 (8144)
Invested
$0.98
Value
$0.04
PnL
-$0.94
Record
25%
1250-3715 (4965)
balthazarCTR<$100Invested
$2.37
Value
$0.03
PnL
-$2.34
Record
47%
4825-5515 (10340)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
99.8¢ price + 1.0¢ spread + 0.0¢ fee (Other / General 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.
Market Info
Traders in this Market
0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579
No — $70.56
0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293
No — $33.79
0x69f0C154a3412F2b3Fa7eB22c6d08E6B5B32FB27-1778811502354
No — $31.51
northdrawer
No — $29.95
graynotebook19
No — $29.94
VictorLudorum
No — $29.94
0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658
No — $21.59
quietparcel
No — $18.97
0xD71776A8d4FdDeb3c150C4607B3f8bec31213B85-1778810464493
No — $12.07
0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343
No — $12.05