Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 7 of 7 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Republicans win Alaska, Iowa, Michigan, and Texas, and lose Kansas, Maine, and Ohio?
7 of 7 top Polymarket traders hold Yes (100%) · Yes at 0.1¢ · $2K held · ends Nov 3
⚠️
Avoid
Yes
7
Yes 100%
$2.2K
$-7.5K
0.6¢ → 0.1¢
-77% 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
7 of 7 top traders (100%)Underdog side (market favors No 100%)7 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+20 pts consensus
Breadth
7 traders
Top 2 hold 99%
Freshness
Late
50h 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 | $2.1K | $-7.4K | 43% 572-748 (1320) |
SN SnapElectionAvoiderCTR<$100 | Yesavg 0.1¢ | $89.62 | $44.18 | +$25.63 | 53% 1175-1055 (2230) |
0X 0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938CTR<$100 | Yesavg 0.8¢ | $37.18 | $7.22 | -$29.96 | 45% 812-1011 (1823) |
WA WarriorHCTR<$100 | Yesavg 0.8¢ | $31.16 | $5.98 | -$25.17 | 23% 472-1587 (2059) |
LP lpgbCTR<$100 | Yesavg 0.8¢ | $14.4 | $2.76 | -$11.63 | 29% 127-317 (444) |
PO poposubCTR<$100 | Yesavg 0.8¢ | $1.54 | $0.21 | -$1.33 | 45% 2074-2503 (4577) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 0.8¢ | $0.31 | $0.06 | -$0.25 | — 0-19 (19) |
Invested
$9,562.57
Value
$2.1K
PnL
$-7.4K
Record
43%
572-748 (1320)
Invested
$89.62
Value
$44.18
PnL
+$25.63
Record
53%
1175-1055 (2230)
Invested
$37.18
Value
$7.22
PnL
-$29.96
Record
45%
812-1011 (1823)
Invested
$31.16
Value
$5.98
PnL
-$25.17
Record
23%
472-1587 (2059)
Invested
$14.4
Value
$2.76
PnL
-$11.63
Record
29%
127-317 (444)
Invested
$1.54
Value
$0.21
PnL
-$1.33
Record
45%
2074-2503 (4577)
Invested
$0.31
Value
$0.06
PnL
-$0.25
Record
—
0-19 (19)
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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 + 0.0¢ 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 — $2.1K
SnapElectionAvoider
CTRYes — $44.18
0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938
CTRYes — $7.22
WarriorH
CTRYes — $5.98
lpgb
CTRYes — $2.76
poposub
CTRYes — $0.21
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.06