Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (99%). 4 of 7 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will South Korea win Group E at the 2027 AFC Asian Cup?
4 of 7 top Polymarket traders hold Yes (57%) · Yes at 1.3¢ · $157 held · ends Feb 6, 2027
⚠️
Avoid
Yes
7
Yes 57%
$156.86
$-1.0K
33.1¢ → 1.3¢
-96% since entry · 4 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.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that 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
4 of 7 top traders (57%)Underdog side (market favors No 99%)4 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Cooling
+14 pts consensus
Breadth
4 traders
Top 2 hold 94%
Freshness
Mature
37h old
Flip Quality
Clean
0 consensus flips
57% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 94% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() IstarothCTR<$100 | Yesavg 67.3¢ | $71.9 | $70.05 | -$1.47 | 15% 498-2922 (3420) |
KO korda77<$100 | Noavg 21.8¢ | $9.14 | $41.58 | +$32.44 | 44% 6509-8177 (14686) |
XT xtxpleasecallmeCTR<$100 | Yesavg 76¢ | $35.2 | $20.23 | -$14.97 | 35% 18318-34086 (52404) |
GO godblessme2026<$100 | Noavg 21¢ | $2.1 | $9.9 | +$7.8 | 42% 7033-9821 (16854) |
![]() Lucerys<$100 | Noavg 22¢ | $2.07 | $9.31 | +$7.24 | 77% 12654-3874 (16528) |
![]() LornaPredictsCTR<$100 | Yesavg 2¢ | $7.06 | $3.79 | -$3.27 | 20% 2607-10331 (12938) |
ND ndb1CTR | Yesavg 70¢ | $1.1K | $2.01 | $-1.1K | 65% 949-501 (1450) |
IstarothCTR<$100Invested
$71.9
Value
$70.05
PnL
-$1.47
Record
15%
498-2922 (3420)
Invested
$9.14
Value
$41.58
PnL
+$32.44
Record
44%
6509-8177 (14686)
Invested
$35.2
Value
$20.23
PnL
-$14.97
Record
35%
18318-34086 (52404)
Invested
$2.1
Value
$9.9
PnL
+$7.8
Record
42%
7033-9821 (16854)
Lucerys<$100Invested
$2.07
Value
$9.31
PnL
+$7.24
Record
77%
12654-3874 (16528)
LornaPredictsCTR<$100Invested
$7.06
Value
$3.79
PnL
-$3.27
Record
20%
2607-10331 (12938)
Invested
$1,073.14
Value
$2.01
PnL
$-1.1K
Record
65%
949-501 (1450)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
1.3¢ price + 1.0¢ spread + 0.1¢ 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.