Smart money holds the underdog side
Most tracked traders hold Down, while the market favors Up (100%). 4 of 6 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

XRP Up or Down - November 9, 2:35PM-2:40PM ET
4 of 6 top Polymarket traders hold Down (67%) · Down at 0.1¢ · $105 held · ended Nov 9
⚠️
Avoid
Down
6
Down 67%
$105.23
$22.46
Research grade
AvoidDown at 0%
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.
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 6 top traders (67%)Underdog side (market favors Up 100%)4 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HO hoodquant<$100 | Upavg 98¢ | $50.98 | $51.74 | +$0.76 | — |
DR drfc4eybh7i8<$100 | Upavg 76¢ | $21.14 | $20.78 | +$5.43 | — |
AN antsaslykuCTR<$100 | Downavg 25¢ | $10 | $20 | +$10 | — |
0X 0x424eb20Fcd25113e3b98f42522A54580350b263b-1774330621025CTR<$100 | Downavg 25¢ | $3.75 | $7.5 | +$3.75 | — |
0X 0xba679aB701E6162CC2C932b8B498124F47394727-1774328661530CTR<$100 | Downavg 25¢ | $2.5 | $5 | +$2.5 | — |
![]() MayorMamdaniCTR<$100 | Downavg 1.9¢ | $0.21 | $0.22 | +$0.01 | — |
Invested
$50.98
Value
$51.74
PnL
+$0.76
Record
—
Invested
$21.14
Value
$20.78
PnL
+$5.43
Record
—
Invested
$10
Value
$20
PnL
+$10
Record
—
Invested
$3.75
Value
$7.5
PnL
+$3.75
Record
—
Invested
$2.5
Value
$5
PnL
+$2.5
Record
—
MayorMamdaniCTR<$100Invested
$0.21
Value
$0.22
PnL
+$0.01
Record
—
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.1¢ price + 1.0¢ spread + 0.1¢ fee (Crypto 7%). 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.