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3 of 6 top Polymarket traders hold No (50%) · No at 84¢ · $68 held · ends Nov 16
⚠️
Avoid
No
6
No 50%
$68
-$5.16
Research grade
AvoidNo at 84%
Matches a pattern that lost clearly more than the plain consensus in our tests.
- Culture / mentionsFull year, out of sample: culture lost −4.0 % a trade (n 1,214, 95 % CI −9.7 to +2.0); Oct 22 backtest: −7.1 % and −15.4 % in its two windows.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
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 6 top traders (50%)3 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Cooling
-7 pts consensus
Breadth
3 traders
Top 2 hold 85%
Freshness
Fresh
2h old
Flip Quality
Watch
1 consensus flip
50% of non-arb traders are on No. Concentration is driven by the top two positions owning 85% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
CI cigarettes<$100 | Noavg 90¢ | $36 | $30.8 | -$5.2 | 53% 7213-6305 (13518) |
XT xtxpleasecallmeCTR<$100 | Yesavg 12.5¢ | $18.95 | $11.57 | +$2.35 | 39% 3708-5917 (9625) |
0X 0x1F85EB9C455c5BDEF5D96C2739076678c7157B02-1778811447702<$100 | Noavg 90¢ | $13.33 | $11.4 | -$1.93 | 52% 837-762 (1599) |
NO northdrawer<$100 | Noavg 90¢ | $9 | $7.7 | -$1.3 | 30% 1138-2687 (3825) |
AL AlanCurtisCTR<$100 | Yesavg 14¢ | $5.26 | $6.08 | +$0.81 | 1% 1-116 (117) |
QU quietparcelCTR<$100 | Yesavg 12.5¢ | $0.35 | $0.45 | +$0.1 | 36% 268-480 (748) |
Invested
$36
Value
$30.8
PnL
-$5.2
Record
53%
7213-6305 (13518)
Invested
$18.95
Value
$11.57
PnL
+$2.35
Record
39%
3708-5917 (9625)
Invested
$13.33
Value
$11.4
PnL
-$1.93
Record
52%
837-762 (1599)
Invested
$9
Value
$7.7
PnL
-$1.3
Record
30%
1138-2687 (3825)
Invested
$5.26
Value
$6.08
PnL
+$0.81
Record
1%
1-116 (117)
Invested
$0.35
Value
$0.45
PnL
+$0.1
Record
36%
268-480 (748)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
83.5¢ price + 1.0¢ spread + 0.7¢ 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.