Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 8 of 8 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Mistral have the best AI model at the end of December 2026?
8 of 8 top Polymarket traders hold Yes (100%) · Yes at 0.1¢ · $5 held · ends Dec 31
⚠️
Avoid
Yes
8
Yes 100%
$4.92
-$257.65
2.4¢ → 0.1¢
-98% since entry · 8 traders
Research grade
AvoidYes at 0%
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
8 of 8 top traders (100%)Underdog side (market favors No 100%)8 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Building
+0 pts consensus
Breadth
8 traders
Top 2 hold 84%
Freshness
Mature
23h old
Flip Quality
Watch
1 consensus flip
100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 84% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938CTR | Yesavg 2.2¢ | $167.5 | $3.82 | -$163.69 | 45% 2314-2840 (5154) |
LP lpgbCTR<$100 | Yesavg 3.8¢ | $24.42 | $0.32 | -$24.1 | 25% 181-537 (718) |
FO forgotmydinnerCTR<$100 | Yesavg 3.8¢ | $15.38 | $0.2 | -$15.18 | 19% 49-212 (261) |
JO JordanMooneyCTR<$100 | Yesavg 1.1¢ | $3.93 | $0.18 | -$3.76 | 36% 1887-3307 (5194) |
0X 0xd32ce89f16509d3c8f8b5e9750305a5b2bc2a4c2CTR<$100 | Yesavg 3.8¢ | $12.5 | $0.16 | -$12.34 | 29% 645-1566 (2211) |
LE LesterDiamondCTR<$100 | Yesavg 1.7¢ | $53.84 | $0.11 | -$28.67 | 64% 5396-3050 (8446) |
SM smallreceiptCTR<$100 | Yesavg 3.8¢ | $6.11 | $0.08 | -$5.88 | 50% 7811-7861 (15672) |
AH aHjCzCTR<$100 | Yesavg 3.8¢ | $4.08 | $0.05 | -$4.03 | 44% 4031-5222 (9253) |
Invested
$167.5
Value
$3.82
PnL
-$163.69
Record
45%
2314-2840 (5154)
Invested
$24.42
Value
$0.32
PnL
-$24.1
Record
25%
181-537 (718)
Invested
$15.38
Value
$0.2
PnL
-$15.18
Record
19%
49-212 (261)
Invested
$3.93
Value
$0.18
PnL
-$3.76
Record
36%
1887-3307 (5194)
Invested
$12.5
Value
$0.16
PnL
-$12.34
Record
29%
645-1566 (2211)
Invested
$53.84
Value
$0.11
PnL
-$28.67
Record
64%
5396-3050 (8446)
Invested
$6.11
Value
$0.08
PnL
-$5.88
Record
50%
7811-7861 (15672)
Invested
$4.08
Value
$0.05
PnL
-$4.03
Record
44%
4031-5222 (9253)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.1¢ price + 1.0¢ spread + 0.0¢ 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.
Market Info
Traders in this Market
0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938
CTRYes — $3.82
lpgb
CTRYes — $0.32
forgotmydinner
CTRYes — $0.2
JordanMooney
CTRYes — $0.18
0xd32ce89f16509d3c8f8b5e9750305a5b2bc2a4c2
CTRYes — $0.16
LesterDiamond
CTRYes — $0.11
smallreceipt
CTRYes — $0.08
aHjCz
CTRYes — $0.05