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, and Michigan, and lose Kansas, Maine, Ohio, and Texas?
8 of 8 top Polymarket traders hold Yes (100%) · Yes at 0.4¢ · $6K held · ends Nov 3
⚠️
Avoid
Yes
8
Yes 100%
$5.6K
$-5.0K
0.6¢ → 0.4¢
-44% since entry · 8 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%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Building
+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 | $5.0K | $-4.5K | 44% 577-748 (1325) |
SN SnapElectionAvoiderCTR | Yesavg 0.3¢ | $448.35 | $524.65 | +$102.24 | 50% 1220-1231 (2451) |
ArmageddonRewardsBillyCTR<$100 | Yesavg 0.8¢ | $78.12 | $35 | -$43.12 | 56% 15513-12122 (27635) |
AN ancianoCTR<$100 | Yesavg 0.8¢ | $38.9 | $17.43 | -$21.47 | 52% 1154-1065 (2219) |
CU CustomTraderCTR<$100 | Yesavg 0.8¢ | $12.91 | $5.79 | -$7.13 | 15% 118-669 (787) |
WA WarriorHCTR<$100 | Yesavg 0.8¢ | $8.81 | $3.95 | -$4.86 | 17% 1022-4935 (5957) |
SP SPLPBCTR<$100 | Yesavg 0.8¢ | $2.37 | $1.06 | -$1.31 | 24% 666-2082 (2748) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 0.8¢ | $0.48 | $0.22 | -$520.95 | 34% 103-196 (299) |
Invested
$9,562.57
Value
$5.0K
PnL
$-4.5K
Record
44%
577-748 (1325)
Invested
$448.35
Value
$524.65
PnL
+$102.24
Record
50%
1220-1231 (2451)
Invested
$78.12
Value
$35
PnL
-$43.12
Record
56%
15513-12122 (27635)
Invested
$38.9
Value
$17.43
PnL
-$21.47
Record
52%
1154-1065 (2219)
Invested
$12.91
Value
$5.79
PnL
-$7.13
Record
15%
118-669 (787)
Invested
$8.81
Value
$3.95
PnL
-$4.86
Record
17%
1022-4935 (5957)
Invested
$2.37
Value
$1.06
PnL
-$1.31
Record
24%
666-2082 (2748)
Invested
$0.48
Value
$0.22
PnL
-$520.95
Record
34%
103-196 (299)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.4¢ 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 — $5.0K
SnapElectionAvoider
CTRYes — $524.65
ArmageddonRewardsBilly
CTRYes — $35
anciano
CTRYes — $17.43
CustomTrader
CTRYes — $5.79
WarriorH
CTRYes — $3.95
SPLPB
CTRYes — $1.06
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.22