Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 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, Maine, Michigan, and Ohio, and lose Kansas and Texas?
8 of 8 top Polymarket traders hold Yes (100%) · Yes at 0.3¢ · $4K held · ends Nov 3
⚠️
Avoid
Yes
8
Yes 100%
$3.6K
$-6.6K
0.7¢ → 0.3¢
-62% since entry · 7 traders
Research grade
AvoidYes 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
8 of 8 top traders (100%)Underdog side (market favors No 100%)8 hold an outcome priced under 50%7 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 99%
Freshness
Late
52h old
Flip Quality
Clean
0 consensus flips
100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 99% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
BR BreakTheBankCTR | Yesavg 0.7¢ | $9.6K | $3.6K | $-6.0K | 44% 577-748 (1325) |
ArmageddonRewardsBillyCTR<$100 | Yesavg 0.8¢ | $78.12 | $25 | -$53.12 | 56% 15515-12123 (27638) |
SN SnapElectionAvoiderCTR<$100 | Yesavg 0.2¢ | $14.11 | $17.54 | +$3.42 | 50% 1220-1233 (2453) |
![]() LolakisCTR<$100 | Yesavg 0.1¢ | $2.88 | $9.76 | -$6.29 | 61% 670-428 (1098) |
0X 0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938CTR<$100 | Yes | $7.69 | $7.69 | +$0 | 45% 2314-2840 (5154) |
WA WarriorHCTR<$100 | Yesavg 0.8¢ | $8.81 | $2.82 | -$5.99 | 17% 1026-4952 (5978) |
AN ancianoCTR<$100 | Yesavg 0.2¢ | $1.05 | $1.31 | +$0.26 | 52% 1154-1067 (2221) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 0.8¢ | $0.48 | $0.15 | -$522.37 | 35% 105-199 (304) |
Invested
$9,562.57
Value
$3.6K
PnL
$-6.0K
Record
44%
577-748 (1325)
Invested
$78.12
Value
$25
PnL
-$53.12
Record
56%
15515-12123 (27638)
Invested
$14.11
Value
$17.54
PnL
+$3.42
Record
50%
1220-1233 (2453)
LolakisCTR<$100Invested
$2.88
Value
$9.76
PnL
-$6.29
Record
61%
670-428 (1098)
Invested
$7.69
Value
$7.69
PnL
+$0
Record
45%
2314-2840 (5154)
Invested
$8.81
Value
$2.82
PnL
-$5.99
Record
17%
1026-4952 (5978)
Invested
$1.05
Value
$1.31
PnL
+$0.26
Record
52%
1154-1067 (2221)
Invested
$0.48
Value
$0.15
PnL
-$522.37
Record
35%
105-199 (304)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.3¢ price + 1.0¢ spread + 0.0¢ 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 — $3.6K
ArmageddonRewardsBilly
CTRYes — $25
SnapElectionAvoider
CTRYes — $17.54

Lolakis
CTRYes — $9.76
0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938
CTRYes — $7.69
WarriorH
CTRYes — $2.82
anciano
CTRYes — $1.31
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.15