Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (99%). 8 of 8 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Republicans win Alaska, Iowa, Kansas, Michigan, Ohio, and Texas, and lose Maine?
8 of 8 top Polymarket traders hold Yes (100%) · Yes at 0.8¢ · $12K held · ends Nov 3
⚠️
Avoid
Yes
8
Yes 100%
$11.9K
$1.4K
0.7¢ → 0.8¢
+21% since entry · 8 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.
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
8 of 8 top traders (100%)Underdog side (market favors No 99%)8 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
8 traders
Top 2 hold 98%
Freshness
Late
54h old
Flip Quality
Clean
0 consensus flips
100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 98% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
BR BreakTheBankCTR | Yesavg 0.7¢ | $9.6K | $11.5K | +$1.9K | 44% 577-748 (1325) |
AN ancianoCTR | Yesavg 0.8¢ | $186 | $183.6 | -$2.4 | 52% 1154-1067 (2221) |
SN SnapElectionAvoiderCTR | Yesavg 0.7¢ | $105.58 | $139.97 | +$34.38 | 50% 1220-1232 (2452) |
ArmageddonRewardsBillyCTR<$100 | Yesavg 0.8¢ | $78.12 | $80 | +$1.88 | 56% 15515-12123 (27638) |
0X 0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938CTR<$100 | Yesavg 0.8¢ | $39.83 | $41.4 | +$1.57 | 45% 2314-2839 (5153) |
WA WarriorHCTR<$100 | Yesavg 0.8¢ | $8.81 | $9.02 | +$0.21 | 17% 1023-4939 (5962) |
XT xtxpleasecallmeCTR<$100 | Yesavg 0.9¢ | $6.91 | $6.49 | -$0.43 | 35% 16923-31292 (48215) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 0.8¢ | $0.23 | $0.22 | -$538.22 | 35% 104-196 (300) |
Invested
$9,562.57
Value
$11.5K
PnL
+$1.9K
Record
44%
577-748 (1325)
Invested
$186
Value
$183.6
PnL
-$2.4
Record
52%
1154-1067 (2221)
Invested
$105.58
Value
$139.97
PnL
+$34.38
Record
50%
1220-1232 (2452)
Invested
$78.12
Value
$80
PnL
+$1.88
Record
56%
15515-12123 (27638)
Invested
$39.83
Value
$41.4
PnL
+$1.57
Record
45%
2314-2839 (5153)
Invested
$8.81
Value
$9.02
PnL
+$0.21
Record
17%
1023-4939 (5962)
Invested
$6.91
Value
$6.49
PnL
-$0.43
Record
35%
16923-31292 (48215)
Invested
$0.23
Value
$0.22
PnL
-$538.22
Record
35%
104-196 (300)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.8¢ price + 1.0¢ spread + 0.1¢ fee (Politics 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.
Market Info
Traders in this Market
BreakTheBank
CTRYes — $11.5K
anciano
CTRYes — $183.6
SnapElectionAvoider
CTRYes — $139.97
ArmageddonRewardsBilly
CTRYes — $80
0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938
CTRYes — $41.4
WarriorH
CTRYes — $9.02
xtxpleasecallme
CTRYes — $6.49
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.22