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 Kansas, Maine, and Michigan, and lose Alaska, Iowa, Ohio, and Texas?
9 of 9 top Polymarket traders hold Yes (100%) · Yes at 0.3¢ · $4K held · ends Nov 3
⚠️
Avoid
Yes
9
Yes 100%
$4.1K
$-7.3K
0.6¢ → 0.3¢
-59% 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%6 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
56h 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 | $3.6K | $-6.0K | 44% 577-748 (1325) |
SN SnapElectionAvoiderCTR | Yesavg 0.2¢ | $353.31 | $419.09 | +$92.84 | 50% 1220-1233 (2453) |
ArmageddonRewardsBillyCTR<$100 | Yesavg 0.8¢ | $78.12 | $25 | -$53.12 | 56% 15516-12124 (27640) |
AN ancianoCTR<$100 | Yesavg 0.8¢ | $38.9 | $12.45 | -$26.45 | 52% 1161-1067 (2228) |
0X 0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938CTR | Yesavg 0.8¢ | $1.7K | $8.68 | -$856.95 | 45% 2314-2842 (5156) |
CU CustomTraderCTR<$100 | Yesavg 0.8¢ | $3.86 | $1.24 | -$2.63 | 15% 118-669 (787) |
SP SPLPBCTR<$100 | Yesavg 0.8¢ | $2.37 | $0.76 | -$1.61 | 24% 666-2084 (2750) |
PL plainfolderCTR<$100 | Yesavg 0.8¢ | $1.24 | $0.4 | -$0.84 | 33% 3061-6298 (9359) |
0X 0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179CTR<$100 | Yesavg 0.8¢ | $0.7 | $0.22 | -$513.14 | 35% 107-199 (306) |
Invested
$9,562.57
Value
$3.6K
PnL
$-6.0K
Record
44%
577-748 (1325)
Invested
$353.31
Value
$419.09
PnL
+$92.84
Record
50%
1220-1233 (2453)
Invested
$78.12
Value
$25
PnL
-$53.12
Record
56%
15516-12124 (27640)
Invested
$38.9
Value
$12.45
PnL
-$26.45
Record
52%
1161-1067 (2228)
Invested
$1,710.78
Value
$8.68
PnL
-$856.95
Record
45%
2314-2842 (5156)
Invested
$3.86
Value
$1.24
PnL
-$2.63
Record
15%
118-669 (787)
Invested
$2.37
Value
$0.76
PnL
-$1.61
Record
24%
666-2084 (2750)
Invested
$1.24
Value
$0.4
PnL
-$0.84
Record
33%
3061-6298 (9359)
Invested
$0.7
Value
$0.22
PnL
-$513.14
Record
35%
107-199 (306)
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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 + 0.0¢ 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 — $3.6K
SnapElectionAvoider
CTRYes — $419.09
ArmageddonRewardsBilly
CTRYes — $25
anciano
CTRYes — $12.45
0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938
CTRYes — $8.68
CustomTrader
CTRYes — $1.24
SPLPB
CTRYes — $0.76
plainfolder
CTRYes — $0.4
0x62D56a93516DB0181F7cDEa919191EC07Fa43D4F-1793322863179
CTRYes — $0.22