Smart money holds the underdog side
Most tracked traders hold No, while the market favors Yes (62%). 3 of 4 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will the Ornn B200 Index be at least $9.00 on November 30, 2026?
3 of 4 top Polymarket traders hold No (75%) · No at 38¢ · $196 held · ends Dec 1
⚖️
Neutral
No
4
No 75%
1 arb excluded
$196.17
$23.85
Research grade
NeutralNo at 38%
No measured edge, which here means a loss: the plain consensus (5+ holders, 60 %+, held to resolution) lost −3.0 % a trade after costs out of sample in the full-year test (n 86,296, 95 % CI −3.6 to −2.4 %).
- Side priced 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.
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 Yes 62%)1 arbitrage trader dimmed3 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
XT xtxpleasecallmeARB<$100 | Yesavg 83.5¢ | $118.34 | $101.58 | -$16.76 | 41% 3007-4413 (7420) |
| └ Yes leg | Yesavg 83.5¢ | $106.19 | $78.88 | -$27.31 | |
| └ No leg | Noavg 20.3¢ | $12.15 | $22.7 | +$10.55 | |
![]() GenaTheBondKilIerCTR<$100 | Noavg 14¢ | $44 | $65.97 | +$21.97 | — 0-14 (14) |
SU SulkingCrypto<$100 | Yesavg 87¢ | $21.14 | $20.23 | -$0.92 | — 1-9 (10) |
MI mildwindow27CTR<$100 | Noavg 14¢ | $4.2 | $6.3 | +$2.1 | 28% 827-2133 (2960) |
![]() LucerysCTR<$100 | Noavg 14¢ | $1.4 | $2.1 | +$0.7 | 35% 2910-5328 (8238) |
Invested
$118.34
Value
$101.58
PnL
-$16.76
Record
41%
3007-4413 (7420)
Both legs:
GenaTheBondKilIerCTR<$100Invested
$44
Value
$65.97
PnL
+$21.97
Record
—
0-14 (14)
Invested
$21.14
Value
$20.23
PnL
-$0.92
Record
—
1-9 (10)
Invested
$4.2
Value
$6.3
PnL
+$2.1
Record
28%
827-2133 (2960)
LucerysCTR<$100Invested
$1.4
Value
$2.1
PnL
+$0.7
Record
35%
2910-5328 (8238)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
38.0¢ price + 1.0¢ spread + 1.0¢ 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.