Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (99%). 9 of 9 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Republicans win Iowa, Kansas, Maine, and Ohio, and lose Alaska, Michigan, and Texas?
9 of 9 top Polymarket traders hold Yes (100%) · Yes at 0.7¢ · $10K held · ends Nov 3
⚠️
Avoid
Yes
9
Yes 100%
$10.5K
-$339.21
0.7¢ → 0.7¢
-2% since entry · 9 traders
Research grade
AvoidYes at 1%
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 99%)9 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Building
+0 pts consensus
Breadth
9 traders
Top 2 hold 98%
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 98% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
BR BreakTheBankCTR | Yesavg 0.7¢ | $9.5K | $9.3K | -$206.68 | 44% 577-748 (1325) |
SN SnapElectionAvoiderCTR | Yesavg 0.7¢ | $155.7K | $979.41 | -$34.35 | 50% 1220-1231 (2451) |
ArmageddonRewardsBillyCTR<$100 | Yesavg 0.8¢ | $78.12 | $65 | -$13.12 | 56% 15513-12122 (27635) |
0X 0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938CTR<$100 | Yesavg 0.8¢ | $58.45 | $50 | -$8.45 | 45% 2313-2837 (5150) |
AN ancianoCTR<$100 | Yesavg 0.8¢ | $44.9 | $38.87 | -$6.03 | 52% 1154-1065 (2219) |
WA WarriorHCTR<$100 | Yesavg 0.8¢ | $16.55 | $13.77 | -$2.78 | 17% 1022-4935 (5957) |
XT xtxpleasecallmeCTR<$100 | Yesavg 1.1¢ | $9.72 | $5.6 | -$66.75 | 35% 16909-31257 (48166) |
CU CustomTraderCTR<$100 | Yesavg 0.8¢ | $3.86 | $3.22 | -$0.65 | 15% 118-669 (787) |
SP SPLPBCTR<$100 | Yesavg 0.8¢ | $2.37 | $1.97 | -$0.4 | 24% 666-2082 (2748) |
Invested
$9,536.16
Value
$9.3K
PnL
-$206.68
Record
44%
577-748 (1325)
Invested
$155,678.46
Value
$979.41
PnL
-$34.35
Record
50%
1220-1231 (2451)
Invested
$78.12
Value
$65
PnL
-$13.12
Record
56%
15513-12122 (27635)
Invested
$58.45
Value
$50
PnL
-$8.45
Record
45%
2313-2837 (5150)
Invested
$44.9
Value
$38.87
PnL
-$6.03
Record
52%
1154-1065 (2219)
Invested
$16.55
Value
$13.77
PnL
-$2.78
Record
17%
1022-4935 (5957)
Invested
$9.72
Value
$5.6
PnL
-$66.75
Record
35%
16909-31257 (48166)
Invested
$3.86
Value
$3.22
PnL
-$0.65
Record
15%
118-669 (787)
Invested
$2.37
Value
$1.97
PnL
-$0.4
Record
24%
666-2082 (2748)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.7¢ 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 — $9.3K
SnapElectionAvoider
CTRYes — $979.41
ArmageddonRewardsBilly
CTRYes — $65
0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938
CTRYes — $50
anciano
CTRYes — $38.87
WarriorH
CTRYes — $13.77
xtxpleasecallme
CTRYes — $5.6
CustomTrader
CTRYes — $3.22
SPLPB
CTRYes — $1.97