Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (75%). 2 of 3 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.
Will Mai Vang win the CA-07 House seat?
2 of 3 top Polymarket traders hold Yes (67%) · Yes at 25¢ · $4K held · ends Nov 4
⚠️
Avoid
Yes
3
Yes 67%
$4.3K
-$588.96
46.9¢ → 25¢
-47% since entry · 2 traders
Research grade
AvoidYes at 25%
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.
- 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 3 top traders (67%)Underdog side (market favors No 75%)2 hold an outcome priced under 50%1 small position dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() macrosteaks | No | $3.2K | $3.2K | +$525.1 | 54% 3273-2740 (6013) |
AN anoin123CTR | Yesavg 47¢ | $2.3K | $1.2K | $-1.1K | 47% 480-535 (1015) |
SU SulkingCryptoCTR<$100 | Yesavg 33¢ | $6.73 | $4.82 | -$1.91 | 23% 177-599 (776) |
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
25.0¢ price + 1.0¢ spread + 1.0¢ 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.
