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10 of 11 top Polymarket traders hold No (91%) · No at 52¢ · $80 held · ends Nov 16
⚠️
Avoid
No
11
No 91%
$79.98
$3.2
Research grade
AvoidNo at 52%
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.
- Side priced 50–60¢Full year, out of sample: 0.50–0.70 lost −2.9 % a trade (n 23,546, 95 % CI −3.9 to −1.9).
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
10 of 11 top traders (91%)1 holds an outcome priced under 50%11 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 66%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
80% of non-arb traders are on No. Concentration is driven by the top two positions owning 66% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
CI cigarettes<$100 | Noavg 56¢ | $22.4 | $22.2 | -$0.2 | 53% 7192-6289 (13481) |
![]() balthazar<$100 | Noavg 55¢ | $11 | $11.1 | +$0.1 | 43% 5129-6814 (11943) |
XT xtxpleasecallmeCTR<$100 | Yesavg 12.5¢ | $15.13 | $9.57 | +$4.15 | 39% 3701-5905 (9606) |
GO god83743894<$100 | Noavg 95¢ | $9.5 | $8.7 | -$0.8 | 38% 286-470 (756) |
HA haveagoodday<$100 | Noavg 55¢ | $11.28 | $6.54 | +$3.12 | 42% 1655-2297 (3952) |
NO northdrawer<$100 | Noavg 83¢ | $8.3 | $6.5 | -$1.8 | 30% 1134-2678 (3812) |
MI mildwindow27<$100 | Noavg 94¢ | $4.7 | $4.35 | -$0.35 | 31% 1081-2425 (3506) |
0X 0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658<$100 | Noavg 87¢ | $4.47 | $3.34 | -$1.13 | 58% 765-561 (1326) |
0X 0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343<$100 | Noavg 55¢ | $2.81 | $2.84 | +$0.03 | 51% 867-820 (1687) |
0X 0x69f0C154a3412F2b3Fa7eB22c6d08E6B5B32FB27-1778811502354<$100 | Noavg 55¢ | $2.78 | $2.81 | +$0.03 | 61% 790-508 (1298) |
0X 0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023<$100 | Noavg 63¢ | $1.96 | $2.02 | +$0.06 | 49% 816-837 (1653) |
Invested
$22.4
Value
$22.2
PnL
-$0.2
Record
53%
7192-6289 (13481)
balthazar<$100Invested
$11
Value
$11.1
PnL
+$0.1
Record
43%
5129-6814 (11943)
Invested
$15.13
Value
$9.57
PnL
+$4.15
Record
39%
3701-5905 (9606)
Invested
$9.5
Value
$8.7
PnL
-$0.8
Record
38%
286-470 (756)
Invested
$11.28
Value
$6.54
PnL
+$3.12
Record
42%
1655-2297 (3952)
Invested
$8.3
Value
$6.5
PnL
-$1.8
Record
30%
1134-2678 (3812)
Invested
$4.7
Value
$4.35
PnL
-$0.35
Record
31%
1081-2425 (3506)
Invested
$4.47
Value
$3.34
PnL
-$1.13
Record
58%
765-561 (1326)
Invested
$2.81
Value
$2.84
PnL
+$0.03
Record
51%
867-820 (1687)
Invested
$2.78
Value
$2.81
PnL
+$0.03
Record
61%
790-508 (1298)
Invested
$1.96
Value
$2.02
PnL
+$0.06
Record
49%
816-837 (1653)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
51.5¢ price + 1.0¢ spread + 1.2¢ 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.
Market Info
Traders in this Market
cigarettes
No — $22.2

balthazar
No — $11.1
xtxpleasecallme
CTRYes — $9.57
god83743894
No — $8.7
haveagoodday
No — $6.54
northdrawer
No — $6.5
mildwindow27
No — $4.35
0x005ED998fCb786679Eb8Bfd0d20c15C0903D6D8E-1778811773658
No — $3.34
0x4E72c22CD76f9973a48aedfd79FeEAaCC8B7FFb9-1778811541343
No — $2.84
0x69f0C154a3412F2b3Fa7eB22c6d08E6B5B32FB27-1778811502354
No — $2.81