Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (99%). 3 of 4 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Oura's market cap be at least $20B at market close on IPO day?
3 of 4 top Polymarket traders hold Yes (75%) · Yes at 1.4¢ · $146 held · ends Jan 1, 2027
⚠️
Avoid
Yes
4
Yes 75%
$146.26
$-1.6K
19.3¢ → 1.5¢
-92% since entry · 2 traders
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.
- 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
3 of 4 top traders (75%)Underdog side (market favors No 99%)3 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
SN SnapElectionAvoiderCTR | Yesavg 18.2¢ | $1.2K | $136.71 | $-1.4K | 50% 1253-1274 (2527) |
![]() StarMasterCTR | Yesavg 40.1¢ | $201.45 | $7.25 | -$194.2 | 53% 1878-1659 (3537) |
HO Hourglass<$100 | Noavg 81.8¢ | $2.11 | $2.27 | +$0.16 | 77% 9151-2797 (11948) |
BI BiggggggggCTR<$100 | Yes | $0.03 | $0.03 | -$0.25 | 43% 3086-4125 (7211) |
Invested
$1,201.21
Value
$136.71
PnL
$-1.4K
Record
50%
1253-1274 (2527)
StarMasterCTRInvested
$201.45
Value
$7.25
PnL
-$194.2
Record
53%
1878-1659 (3537)
Invested
$2.11
Value
$2.27
PnL
+$0.16
Record
77%
9151-2797 (11948)
Invested
$0.03
Value
$0.03
PnL
-$0.25
Record
43%
3086-4125 (7211)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
1.4¢ price + 1.0¢ spread + 0.1¢ fee (Finance 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.