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2 of 5 top Polymarket traders hold No (40%) · No at 82¢ · $1K held · ended Oct 27
⚠️
Avoid
No
5
No 40%
$1.3K
-$314.63
75¢ → 82¢
+9% since entry · 2 traders
Research grade
AvoidNo at 82%
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
2 of 5 top traders (40%)3 hold an outcome priced under 50%1 small position dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() bernardbulletin | Noavg 78¢ | $1.2K | $529.56 | -$650.64 | 69% 973-443 (1416) |
BA badatthis | Noavg 63.6¢ | $260.7 | $324.08 | +$70.28 | 65% 2211-1176 (3387) |
![]() -Dominus-CTR | Yesavg 33.9¢ | $167.72 | $296.62 | +$134.46 | 69% 340-154 (494) |
![]() Barkshire-HathawayCTR | Yesavg 15.8¢ | $61.47 | $137.95 | +$92.48 | 64% 1080-616 (1696) |
![]() smellyEllieCTR<$100 | Yesavg 30¢ | $60 | $53.79 | +$38.79 | 50% 936-948 (1884) |
bernardbulletinInvested
$1,180.2
Value
$529.56
PnL
-$650.64
Record
69%
973-443 (1416)
Invested
$260.7
Value
$324.08
PnL
+$70.28
Record
65%
2211-1176 (3387)
-Dominus-CTRInvested
$167.72
Value
$296.62
PnL
+$134.46
Record
69%
340-154 (494)
Barkshire-HathawayCTRInvested
$61.47
Value
$137.95
PnL
+$92.48
Record
64%
1080-616 (1696)
smellyEllieCTR<$100Invested
$60
Value
$53.79
PnL
+$38.79
Record
50%
936-948 (1884)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
82.0¢ price + 1.0¢ spread + 0.6¢ fee (Mentions 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.