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, Michigan, and Ohio, and lose Iowa, Kansas, Maine, 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%
$2.3K
$-8.0K
0.6¢ → 0.1¢
-75% 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 98%
Freshness
Late
51h old
Flip Quality
Clean
0 consensus flips
100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 98% 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¢ | $156.13 | $136.85 | +$19.27 | 50% 1220-1232 (2452) |
ArmageddonRewardsBillyCTR<$100 | Yesavg 0.1¢ | $10 | $15 | +$5 | 56% 15515-12123 (27638) |
AN ancianoCTR<$100 | Yesavg 0.8¢ | $38.9 | $7.47 | -$31.43 | 52% 1154-1067 (2221) |
LP lpgbCTR<$100 | Yesavg 0.7¢ | $32.06 | $7.06 | -$25 | 25% 181-537 (718) |
WA WarriorHCTR<$100 | Yesavg 0.8¢ | $29.41 | $5.65 | -$23.76 | 17% 1023-4939 (5962) |
CU CustomTraderCTR<$100 | Yesavg 0.8¢ | $12.96 | $2.55 | -$10.41 | 15% 118-669 (787) |
SP SPLPBCTR<$100 | Yesavg 0.5¢ | $2.57 | $0.75 | -$1.81 | 24% 666-2082 (2748) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 0.8¢ | $0.55 | $0.11 | -$512.44 | 35% 104-196 (300) |
Invested
$9,562.57
Value
$2.1K
PnL
$-7.4K
Record
44%
577-748 (1325)
Invested
$156.13
Value
$136.85
PnL
+$19.27
Record
50%
1220-1232 (2452)
Invested
$10
Value
$15
PnL
+$5
Record
56%
15515-12123 (27638)
Invested
$38.9
Value
$7.47
PnL
-$31.43
Record
52%
1154-1067 (2221)
Invested
$32.06
Value
$7.06
PnL
-$25
Record
25%
181-537 (718)
Invested
$29.41
Value
$5.65
PnL
-$23.76
Record
17%
1023-4939 (5962)
Invested
$12.96
Value
$2.55
PnL
-$10.41
Record
15%
118-669 (787)
Invested
$2.57
Value
$0.75
PnL
-$1.81
Record
24%
666-2082 (2748)
Invested
$0.55
Value
$0.11
PnL
-$512.44
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 — $136.85
ArmageddonRewardsBilly
CTRYes — $15
anciano
CTRYes — $7.47
lpgb
CTRYes — $7.06
WarriorH
CTRYes — $5.65
CustomTrader
CTRYes — $2.55
SPLPB
CTRYes — $0.75
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.11