Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (99%). 4 of 7 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Liquid Win the PGL Major Singapore 2026?
4 of 7 top Polymarket traders hold Yes (57%) · Yes at 0.5¢ · $131 held · ends Dec 15
⚠️
Avoid
Yes
7
Yes 57%
$130.54
-$87.31
Research grade
AvoidYes at 1%
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.
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 7 top traders (57%)Underdog side (market favors No 99%)4 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
4 traders
Top 2 hold 97%
Freshness
Late
83h old
Flip Quality
Watch
2 consensus flips
80% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 97% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
GO god83743894<$100 | Noavg 99.5¢ | $89.56 | $59.67 | -$0.03 | 37% 16949-29332 (46281) |
CI cigarettes | Noavg 99.5¢ | $194.47 | $39.78 | -$76.98 | 50% 66284-66816 (133100) |
0X 0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293<$100 | Noavg 99.6¢ | $24.35 | $24.32 | -$0.04 | 46% 6652-7812 (14464) |
DG DG-NOCTR<$100 | Yesavg 1.4¢ | $13.51 | $5.5 | -$8.01 | 38% 842-1356 (2198) |
TH TheGreatBetaCTR<$100 | Yesavg 1.4¢ | $2.7 | $1.1 | -$1.6 | 26% 601-1695 (2296) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 2.6¢ | $0.69 | $0.14 | -$0.54 | 22% 657-2370 (3027) |
LU luciebotCTR<$100 | Yesavg 2.6¢ | $0.13 | $0.03 | -$0.1 | 22% 3495-12142 (15637) |
Invested
$89.56
Value
$59.67
PnL
-$0.03
Record
37%
16949-29332 (46281)
Invested
$194.47
Value
$39.78
PnL
-$76.98
Record
50%
66284-66816 (133100)
Invested
$24.35
Value
$24.32
PnL
-$0.04
Record
46%
6652-7812 (14464)
Invested
$13.51
Value
$5.5
PnL
-$8.01
Record
38%
842-1356 (2198)
Invested
$2.7
Value
$1.1
PnL
-$1.6
Record
26%
601-1695 (2296)
Invested
$0.69
Value
$0.14
PnL
-$0.54
Record
22%
657-2370 (3027)
Invested
$0.13
Value
$0.03
PnL
-$0.1
Record
22%
3495-12142 (15637)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.5¢ price + 1.0¢ spread + 0.1¢ fee (Sports 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
god83743894
No — $59.67
cigarettes
No — $39.78
0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293
No — $24.32
DG-NO
CTRYes — $5.5
TheGreatBeta
CTRYes — $1.1
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.14
luciebot
CTRYes — $0.03