Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 9 of 9 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Republicans win Alaska, Maine, and Michigan, and lose Iowa, Kansas, Ohio, and Texas?
9 of 9 top Polymarket traders hold Yes (100%) · Yes at 0.1¢ · $2K held · ends Nov 3
⚠️
Avoid
Yes
9
Yes 100%
$2.4K
$-7.9K
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
9 of 9 top traders (100%)Underdog side (market favors No 100%)9 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
9 traders
Top 2 hold 99%
Freshness
Late
53h 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¢ | $165 | $167.7 | +$89.1 | 50% 1220-1232 (2452) |
![]() TimeTravelerCTR<$100 | Yesavg 0.1¢ | $14.03 | $21.05 | +$7.02 | 41% 1998-2832 (4830) |
AN ancianoCTR<$100 | Yesavg 0.8¢ | $38.9 | $7.47 | -$31.43 | 52% 1154-1067 (2221) |
0X 0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938CTR<$100 | Yesavg 0.8¢ | $16.54 | $3.21 | -$13.33 | 45% 2314-2839 (5153) |
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) |
SP SPLPBCTR<$100 | Yesavg 0.8¢ | $2.37 | $0.45 | -$1.91 | 24% 666-2082 (2748) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 0.8¢ | $0.55 | $0.11 | -$523.58 | 35% 104-196 (300) |
Invested
$9,562.57
Value
$2.1K
PnL
$-7.4K
Record
44%
577-748 (1325)
Invested
$165
Value
$167.7
PnL
+$89.1
Record
50%
1220-1232 (2452)
TimeTravelerCTR<$100Invested
$14.03
Value
$21.05
PnL
+$7.02
Record
41%
1998-2832 (4830)
Invested
$38.9
Value
$7.47
PnL
-$31.43
Record
52%
1154-1067 (2221)
Invested
$16.54
Value
$3.21
PnL
-$13.33
Record
45%
2314-2839 (5153)
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
$2.37
Value
$0.45
PnL
-$1.91
Record
24%
666-2082 (2748)
Invested
$0.55
Value
$0.11
PnL
-$523.58
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 — $167.7

TimeTraveler
CTRYes — $21.05
anciano
CTRYes — $7.47
0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938
CTRYes — $3.21
WarriorH
CTRYes — $3.18
CustomTrader
CTRYes — $2.48
SPLPB
CTRYes — $0.45
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.11