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 Texas, and lose Alaska, Iowa, Michigan, and Ohio?
9 of 9 top Polymarket traders hold Yes (100%) · Yes at 0.4¢ · $5K held · ends Nov 3
⚠️
Avoid
Yes
9
Yes 100%
$5.3K
$-4.5K
0.6¢ → 0.4¢
-46% 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
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 0.7¢ | $9.6K | $5.0K | $-4.5K | 44% 577-748 (1325) |
SN SnapElectionAvoiderCTR | Yesavg 0.3¢ | $341.99 | $242.17 | +$106.18 | 50% 1220-1232 (2452) |
ArmageddonRewardsBillyCTR<$100 | Yesavg 0.8¢ | $78.12 | $35 | -$43.12 | 56% 15515-12123 (27638) |
AN ancianoCTR<$100 | Yesavg 0.8¢ | $38.9 | $17.43 | -$21.47 | 52% 1154-1067 (2221) |
0X 0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938CTR<$100 | Yesavg 0.8¢ | $18.83 | $8.54 | -$10.29 | 45% 2314-2839 (5153) |
WA WarriorHCTR<$100 | Yesavg 0.8¢ | $8.81 | $3.95 | -$4.86 | 17% 1023-4939 (5962) |
CU CustomTraderCTR<$100 | Yesavg 0.8¢ | $3.86 | $1.73 | -$2.13 | 15% 118-669 (787) |
SP SPLPBCTR<$100 | Yesavg 0.8¢ | $2.37 | $1.06 | -$1.31 | 24% 666-2082 (2748) |
PL plainfolderCTR<$100 | Yesavg 0.8¢ | $0.59 | $0.26 | -$0.32 | 32% 2903-6253 (9156) |
Invested
$9,562.57
Value
$5.0K
PnL
$-4.5K
Record
44%
577-748 (1325)
Invested
$341.99
Value
$242.17
PnL
+$106.18
Record
50%
1220-1232 (2452)
Invested
$78.12
Value
$35
PnL
-$43.12
Record
56%
15515-12123 (27638)
Invested
$38.9
Value
$17.43
PnL
-$21.47
Record
52%
1154-1067 (2221)
Invested
$18.83
Value
$8.54
PnL
-$10.29
Record
45%
2314-2839 (5153)
Invested
$8.81
Value
$3.95
PnL
-$4.86
Record
17%
1023-4939 (5962)
Invested
$3.86
Value
$1.73
PnL
-$2.13
Record
15%
118-669 (787)
Invested
$2.37
Value
$1.06
PnL
-$1.31
Record
24%
666-2082 (2748)
Invested
$0.59
Value
$0.26
PnL
-$0.32
Record
32%
2903-6253 (9156)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.4¢ 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 — $5.0K
SnapElectionAvoider
CTRYes — $242.17
ArmageddonRewardsBilly
CTRYes — $35
anciano
CTRYes — $17.43
0x66E7ce01C6831B8A2503D09eDD6167152Ee68BcD-1771870353938
CTRYes — $8.54
WarriorH
CTRYes — $3.95
CustomTrader
CTRYes — $1.73
SPLPB
CTRYes — $1.06
plainfolder
CTRYes — $0.26