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, and Ohio, and lose Iowa, Maine, Michigan, and Texas?
8 of 8 top Polymarket traders hold Yes (100%) · Yes at 0.3¢ · $5K held · ends Nov 3
⚠️
Avoid
Yes
8
Yes 100%
$4.9K
$-5.4K
0.6¢ → 0.3¢
-50% 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 0.6¢ | $1.5M | $4.6K | $-4.9K | 44% 577-748 (1325) |
SN SnapElectionAvoiderCTR | Yesavg 0.3¢ | $177.14 | $214.6 | +$71.39 | 50% 1220-1232 (2452) |
ArmageddonRewardsBillyCTR<$100 | Yesavg 0.8¢ | $78.12 | $30 | -$48.12 | 56% 15515-12123 (27638) |
AN ancianoCTR<$100 | Yesavg 0.8¢ | $38.9 | $14.94 | -$23.96 | 52% 1154-1067 (2221) |
SU suntoriCTR<$100 | Yesavg 0.4¢ | $9.61 | $9.61 | +$0 | 44% 6439-8045 (14484) |
WA WarriorHCTR<$100 | Yesavg 0.8¢ | $8.81 | $3.38 | -$5.43 | 17% 1023-4939 (5962) |
PL plainfolderCTR<$100 | Yesavg 0.8¢ | $0.77 | $0.3 | -$0.47 | 32% 2903-6253 (9156) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 0.8¢ | $0.4 | $0.15 | -$531.12 | 35% 104-196 (300) |
Invested
$1,536,907.57
Value
$4.6K
PnL
$-4.9K
Record
44%
577-748 (1325)
Invested
$177.14
Value
$214.6
PnL
+$71.39
Record
50%
1220-1232 (2452)
Invested
$78.12
Value
$30
PnL
-$48.12
Record
56%
15515-12123 (27638)
Invested
$38.9
Value
$14.94
PnL
-$23.96
Record
52%
1154-1067 (2221)
Invested
$9.61
Value
$9.61
PnL
+$0
Record
44%
6439-8045 (14484)
Invested
$8.81
Value
$3.38
PnL
-$5.43
Record
17%
1023-4939 (5962)
Invested
$0.77
Value
$0.3
PnL
-$0.47
Record
32%
2903-6253 (9156)
Invested
$0.4
Value
$0.15
PnL
-$531.12
Record
35%
104-196 (300)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.3¢ 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 — $4.6K
SnapElectionAvoider
CTRYes — $214.6
ArmageddonRewardsBilly
CTRYes — $30
anciano
CTRYes — $14.94
suntori
CTRYes — $9.61
WarriorH
CTRYes — $3.38
plainfolder
CTRYes — $0.3
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.15