Smart money holds the underdog side

Most tracked traders hold Yes, while the market favors No (100%). 5 of 5 traders hold an outcome priced under 50%.

Historically, consensus on sides priced under 40¢ lost money after costs.

Will Republicans win Kansas and Michigan, and lose Alaska, Iowa, Maine, Ohio, and Texas?

5 of 5 top Polymarket traders hold Yes (100%) · Yes at 0.4¢ · $5K held · ends Nov 3

Yes<1¢No>99¢Ends Tue, Nov 3, 2026View on Polymarket

SIGNAL

⚠️

Avoid

Yes

Consensus Traders

Yes 100%

Total Value

$5.3K

Combined PnL

$-4.4K

Smart Money Entry

0.7¢ → 0.4¢

-46% since entry · 5 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

Yes

5 of 5 top traders (100%)Underdog side (market favors No 100%)5 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity

Loading chart data…

Outcome Probabilities

Yes0%

No100%

Smart Money Breakdown by Outcome

Yes5 traders

Total Value$5.3K

Total Shares1,500,609

Combined PnL$-4.4K

Signal Intelligence

Momentum

Surging

+33 pts consensus

Breadth

5 traders

Top 2 hold 98%

Freshness

Late

51h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 98% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians

whaleYes 100% · 5

Aligned

ctrYes 100% · 4

Aligned

Hand-pickedYes 100% · 4

Aligned

Top 1000Yes 100% · 2

Aligned

Trader	Position	Invested	Value	PnL	Record
BR BreakTheBankCTR	Yesavg 0.7¢	$9.4K	$4.9K	$-4.5K	43% 572-748 (1320)
CR Crock95CTR	Yesavg 0.5¢	$338.2	$245.14	-$92.29	57% 255-194 (449)
SN SnapElectionAvoiderCTR	Yesavg 0.4¢	$344.79	$44.02	+$132.47	53% 1174-1057 (2231)
11 11122CTR<$100	Yesavg 0.4¢	$49.32	$43.16	-$6.17	43% 1401-1820 (3221)
RememberAmalekCTR<$100	Yesavg 0.7¢	$17.32	$8.75	-$8.57	56% 973-770 (1743)

BreakTheBankCTR

Yes

Invested

$9,363.29

Value

$4.9K

PnL

$-4.5K

Record

43%

572-748 (1320)

Crock95CTR

Yes

Invested

$338.2

Value

$245.14

PnL

-$92.29

Record

57%

255-194 (449)

SnapElectionAvoiderCTR

Yes

Invested

$344.79

Value

$44.02

PnL

+$132.47

Record

53%

1174-1057 (2231)

11122CTR<$100

Yes

Invested

$49.32

Value

$43.16

PnL

-$6.17

Record

43%

1401-1820 (3221)

RememberAmalekCTR<$100

Yes

Invested

$17.32

Value

$8.75

PnL

-$8.57

Record

56%

973-770 (1743)

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.

Smart Money Signal

Yes

5 of 5 top traders (100%)Underdog side (market favors No 100%)5 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Signal Intelligence

Momentum

Surging

+33 pts consensus

Breadth

5 traders

Top 2 hold 98%

Freshness

Late

51h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 98% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians

whaleYes 100% · 5

Aligned

ctrYes 100% · 4

Aligned

Hand-pickedYes 100% · 4

Aligned

Top 1000Yes 100% · 2

Aligned

Chat

EV Calculator

Your estimated chance that Yes wins (%)

Consensus % is how many tracked traders hold a side, not a win probability.

Stake (USDC)

Break-even chance1.4%

0.4¢ price + 1.0¢ spread + 0.1¢ fee (Politics 4%). Win more often than this and the bet pays.

Expected Value—

Expected ROIenter your estimate

Max Profit

+$7026.21

Max Loss

-$100.00

7126.2

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.