Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 10 of 10 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Republicans win Alaska, Kansas, Maine, Michigan, and Texas, and lose Iowa and Ohio?
10 of 10 top Polymarket traders hold Yes (100%) · Yes at 0.1¢ · $2K held · ends Nov 3
⚠️
Avoid
Yes
10
Yes 100%
$2.3K
$-8.0K
0.6¢ → 0.1¢
-76% since entry · 9 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
10 of 10 top traders (100%)Underdog side (market favors No 100%)10 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
10 traders
Top 2 hold 99%
Freshness
Late
56h 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 | 44% 577-748 (1325) |
SN SnapElectionAvoiderCTR | Yesavg 0.1¢ | $103.96 | $107.58 | +$68.1 | 50% 1220-1233 (2453) |
AN ancianoCTR<$100 | Yesavg 0.6¢ | $42.9 | $10.47 | -$32.43 | 52% 1161-1067 (2228) |
0X 0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938CTR<$100 | Yes | $8.94 | $8.94 | -$36.95 | 45% 2314-2842 (5156) |
WA WarriorHCTR<$100 | Yesavg 0.8¢ | $16.55 | $3.18 | -$13.37 | 17% 1026-4959 (5985) |
CU CustomTraderCTR<$100 | Yesavg 0.8¢ | $12.91 | $2.48 | -$10.43 | 15% 118-669 (787) |
LP lpgbCTR<$100 | Yesavg 0.8¢ | $7.88 | $1.51 | -$6.36 | 25% 181-542 (723) |
SP SPLPBCTR<$100 | Yesavg 0.8¢ | $2.37 | $0.45 | -$1.91 | 24% 666-2084 (2750) |
PL plainfolderCTR<$100 | Yesavg 0.8¢ | $0.83 | $0.16 | -$0.67 | 33% 3061-6298 (9359) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 0.8¢ | $0.66 | $0.13 | -$516.59 | 35% 107-199 (306) |
Invested
$9,562.57
Value
$2.1K
PnL
$-7.4K
Record
44%
577-748 (1325)
Invested
$103.96
Value
$107.58
PnL
+$68.1
Record
50%
1220-1233 (2453)
Invested
$42.9
Value
$10.47
PnL
-$32.43
Record
52%
1161-1067 (2228)
Invested
$8.94
Value
$8.94
PnL
-$36.95
Record
45%
2314-2842 (5156)
Invested
$16.55
Value
$3.18
PnL
-$13.37
Record
17%
1026-4959 (5985)
Invested
$12.91
Value
$2.48
PnL
-$10.43
Record
15%
118-669 (787)
Invested
$7.88
Value
$1.51
PnL
-$6.36
Record
25%
181-542 (723)
Invested
$2.37
Value
$0.45
PnL
-$1.91
Record
24%
666-2084 (2750)
Invested
$0.83
Value
$0.16
PnL
-$0.67
Record
33%
3061-6298 (9359)
Invested
$0.66
Value
$0.13
PnL
-$516.59
Record
35%
107-199 (306)
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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 — $107.58
anciano
CTRYes — $10.47
0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938
CTRYes — $8.94
WarriorH
CTRYes — $3.18
CustomTrader
CTRYes — $2.48
lpgb
CTRYes — $1.51
SPLPB
CTRYes — $0.45
plainfolder
CTRYes — $0.16
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.13