Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (99%). 3 of 5 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.
Will Joint List win fewer than 6 seats in the 2026 Knesset elections?
3 of 5 top Polymarket traders hold Yes (60%) · Yes at 1.5¢ · $1K held · ended Oct 27
⚠️
Avoid
Yes
5
Yes 60%
$1.1K
-$245.29
13.4¢ → 1.5¢
-89% since entry · 2 traders
Research grade
AvoidYes at 2%
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
3 of 5 top traders (60%)Underdog side (market favors No 99%)3 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() balthazar | Noavg 88.7¢ | $434.47 | $426.66 | -$7.81 | 61% 20834-13247 (34081) |
SI SinbetiCTR | Yesavg 15.5¢ | $400 | $333.77 | -$66.23 | — |
LU Luigi3333CTR | Yesavg 10.8¢ | $230 | $274.66 | -$174.75 | — |
GH ghorrock<$100 | Noavg 89.5¢ | $79.55 | $75 | +$8.04 | 57% 13342-10199 (23541) |
![]() IstarothCTR<$100 | Yes | $6.46 | $6.46 | -$4.54 | 23% 288-962 (1250) |
balthazarInvested
$434.47
Value
$426.66
PnL
-$7.81
Record
61%
20834-13247 (34081)
Invested
$400
Value
$333.77
PnL
-$66.23
Record
—
Invested
$230
Value
$274.66
PnL
-$174.75
Record
—
Invested
$79.55
Value
$75
PnL
+$8.04
Record
57%
13342-10199 (23541)
IstarothCTR<$100Invested
$6.46
Value
$6.46
PnL
-$4.54
Record
23%
288-962 (1250)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
1.5¢ price + 1.0¢ spread + 0.1¢ 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.