Skip to content
PolyConsensus
Back to Markets

Smart money holds the underdog side

Most tracked traders hold Up, while the market favors Down (100%). 6 of 18 traders hold an outcome priced under 50%.

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

Bitcoin Up or Down - November 1, 4:45PM-5:00PM ET

6 of 18 top Polymarket traders hold Up (33%) · Up at 0.1¢ · $3K held · ended Nov 1

Up<1¢Down>99¢Ended Sun, Nov 1, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Up

Consensus Traders

18

Up 33%

1 arb excluded

Total Value

$3.1K

Combined PnL

$150.19

Smart Money Entry

33.8¢ → 0.1¢

-100% since entry · 6 traders

Research grade

AvoidUp 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.
  • Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.

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

Up

6 of 18 top traders (33%)Underdog side (market favors Down 100%)1 arbitrage trader dimmed6 hold an outcome priced under 50%13 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Up0%
Down100%

Smart Money Breakdown by Outcome

Up6 traders
Total Value$1.4K
Total Shares2,850
Combined PnL+$380.18
Down12 traders
Total Value$928.25
Total Shares1,109
Combined PnL-$229.98
Up — 33%Down — 67%
wowitsamazingCTR
Up

Invested

$791.8

Value

$1.2K

PnL

+$427.31

Record

57%

12760-9487 (22247)

CR
CrouchPredictionsARB<$100
Down

Invested

$874.57

Value

$837.98

PnL

-$36.59

Record

56%

14924-11728 (26652)

Both legs:

Down$763.9176¢-$236.41
Up$110.6616.9¢+$199.82
TH
thesidehustle
Down

Invested

$303.02

Value

$258.36

PnL

-$44.66

Record

54%

11314-9625 (20939)

HO
hoodquant
Down

Invested

$307.28

Value

$166.43

PnL

-$140.86

Record

93%

24319-1811 (26130)

BoneOhio
Down

Invested

$105.55

Value

$118.94

PnL

+$13.39

Record

74%

103044-36553 (139597)

DR
drfc4eybh7i8
Down

Invested

$113.35

Value

$90.45

PnL

-$22.58

Record

65%

126454-67593 (194047)

G-Penis-MonsterCTR<$100
Up

Invested

$90.2

Value

$90.28

PnL

+$0.08

Record

62%

44284-27268 (71552)

0X
0x424eb20Fcd25113e3b98f42522A54580350b263b-1774330621025<$100
Down

Invested

$51.3

Value

$50.48

PnL

-$0.82

Record

58%

61090-44611 (105701)

AS
asidjasiodja<$100
Down

Invested

$52.73

Value

$46.31

PnL

-$6.42

Record

61%

96050-60547 (156597)

AS
asdaefef<$100
Down

Invested

$52.5

Value

$43.88

PnL

-$8.62

Record

66%

127109-65406 (192515)

NIULAI4<$100
Down

Invested

$42.57

Value

$42.98

PnL

+$0.41

Record

76%

9516-2949 (12465)

DV
dvasdkasodk<$100
Down

Invested

$42.95

Value

$39.23

PnL

-$3.72

Record

52%

91321-85769 (177090)

ohioism<$100
Down

Invested

$46.5

Value

$37.98

PnL

-$8.53

Record

64%

40639-23326 (63965)

0X
0xba679aB701E6162CC2C932b8B498124F47394727-1774328661530CTR<$100
Up

Invested

$29.4

Value

$21.6

PnL

-$7.8

Record

56%

58635-45291 (103926)

AA
aaa221<$100
Down

Invested

$30.8

Value

$18.38

PnL

-$6.92

Record

64%

24882-13745 (38627)

PB
PBot-6<$100
Down

Invested

$15.5

Value

$14.85

PnL

-$0.65

Record

58%

51349-37471 (88820)

AtomforgeCTR<$100
Up

Invested

$37.14

Value

$11.37

PnL

-$25.77

Record

65%

4332-2383 (6715)

KA
Kathod-Shi-14CTR<$100
Up

Invested

$10.9

Value

$10.16

PnL

-$0.74

Record

55%

18379-14972 (33351)

AS
asabovesobelow2CTR<$100
Up

Invested

$18.5

Value

$5.6

PnL

-$12.9

Record

68%

1708-799 (2507)

Chat

Sign in with your wallet to post.

EV Calculator

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

Break-even chance1.1%

0.1¢ price + 1.0¢ spread + 0.1¢ fee (Crypto 7%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$8806.87
Max Loss
-$100.00
Shares
8906.9

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

Condition ID
0x60077b92...f3c9cb
Slug
btc-updown-15m-1793569500
Trade on Polymarket