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, Kansas, Michigan, Ohio, and Texas, and lose Iowa and Maine?
8 of 8 top Polymarket traders hold Yes (100%) · Yes at 0.1¢ · $2K held · ends Nov 3
⚠️
Avoid
Yes
8
Yes 100%
$2.3K
$-8.0K
0.6¢ → 0.1¢
-76% 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
Flat
+0 pts consensus
Breadth
8 traders
Top 2 hold 99%
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 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¢ | $116.06 | $92.74 | +$23.33 | 50% 1220-1232 (2452) |
AN ancianoCTR<$100 | Yesavg 0.8¢ | $38.9 | $7.47 | -$31.43 | 52% 1154-1067 (2221) |
WA WarriorHCTR<$100 | Yesavg 0.8¢ | $16.55 | $3.18 | -$13.37 | 17% 1023-4939 (5962) |
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% 181-537 (718) |
SP SPLPBCTR<$100 | Yesavg 0.8¢ | $2.37 | $0.45 | -$1.91 | 24% 666-2082 (2748) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 0.8¢ | $0.65 | $0.12 | -$517.4 | 35% 104-196 (300) |
Invested
$9,562.57
Value
$2.1K
PnL
$-7.4K
Record
44%
577-748 (1325)
Invested
$116.06
Value
$92.74
PnL
+$23.33
Record
50%
1220-1232 (2452)
Invested
$38.9
Value
$7.47
PnL
-$31.43
Record
52%
1154-1067 (2221)
Invested
$16.55
Value
$3.18
PnL
-$13.37
Record
17%
1023-4939 (5962)
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%
181-537 (718)
Invested
$2.37
Value
$0.45
PnL
-$1.91
Record
24%
666-2082 (2748)
Invested
$0.65
Value
$0.12
PnL
-$517.4
Record
35%
104-196 (300)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.1¢ 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 — $92.74
anciano
CTRYes — $7.47
WarriorH
CTRYes — $3.18
CustomTrader
CTRYes — $2.48
lpgb
CTRYes — $1.51
SPLPB
CTRYes — $0.45
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.12