Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (73%). 3 of 5 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

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3 of 5 top Polymarket traders hold Yes (60%) · Yes at 28¢ · $946 held · ends Dec 31
⚠️
Avoid
Yes
5
Yes 60%
$945.65
$296.66
16.9¢ → 27.5¢
+62% since entry · 3 traders
Research grade
AvoidYes at 28%
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 73%)3 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+0 pts consensus
Breadth
3 traders
Top 2 hold 88%
Freshness
Late
582h old
Flip Quality
Choppy
15 consensus flips
60% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 88% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() WickierCTR | Yesavg 17¢ | $342.31 | $563.8 | +$221.49 | 56% 480-376 (856) |
HE HerrieDavisCTR | Yesavg 19.3¢ | $98.39 | $136.87 | +$38.47 | 36% 2027-3621 (5648) |
LO Logan.CTR<$100 | Yesavg 13¢ | $39 | $93 | +$34.5 | 41% 646-924 (1570) |
![]() PaddyAlpha<$100 | Noavg 73.3¢ | $86.58 | $90.78 | +$4.2 | 59% 978-672 (1650) |
LI lissartter<$100 | Noavg 78¢ | $62.4 | $61.2 | -$2 | 42% 5193-7116 (12309) |
WickierCTRInvested
$342.31
Value
$563.8
PnL
+$221.49
Record
56%
480-376 (856)
Invested
$98.39
Value
$136.87
PnL
+$38.47
Record
36%
2027-3621 (5648)
Invested
$39
Value
$93
PnL
+$34.5
Record
41%
646-924 (1570)
PaddyAlpha<$100Invested
$86.58
Value
$90.78
PnL
+$4.2
Record
59%
978-672 (1650)
Invested
$62.4
Value
$61.2
PnL
-$2
Record
42%
5193-7116 (12309)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
27.5¢ price + 1.0¢ spread + 0.8¢ 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.