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4 of 10 top Polymarket traders hold No (40%) · No at 74¢ · $7K held · ends Jan 1, 2027
⚖️
Neutral
No
10
No 40%
$6.6K
$1.9K
82.3¢ → 74.2¢
-10% since entry · 4 traders
Research grade
NeutralNo at 74%
No measured edge, which here means a loss: the plain consensus (5+ holders, 60 %+, held to resolution) lost −3.0 % a trade after costs out of sample in the full-year test (n 86,296, 95 % CI −3.6 to −2.4 %).
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
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
4 of 10 top traders (40%)6 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
4 traders
Top 2 hold 98%
Freshness
Late
1799h old
Flip Quality
Choppy
20 consensus flips
44% of non-arb traders are on No. Concentration is driven by the top two positions owning 98% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
ST StraddleSellerCTR | Yesavg 13.3¢ | $1.9K | $3.6K | +$1.8K | 60% 174-115 (289) |
NO nonkenny90 | Noavg 82.8¢ | $2.2K | $2.0K | -$221.97 | 89% 4653-547 (5200) |
![]() ImJustKenCTR | Yesavg 17¢ | $206.53 | $500.52 | +$293.99 | 53% 3037-2716 (5753) |
TH TheImpasse | Noavg 76.4¢ | $206.97 | $201.49 | -$6.3 | 22% 145-528 (673) |
SE segment3CTR | Yesavg 23.9¢ | $119.5 | $126 | +$8.75 | 57% 12-9 (21) |
![]() cambridgeisaacCTR<$100 | Yesavg 17¢ | $51 | $75.6 | +$25.95 | 57% 1114-837 (1951) |
HO Hourglass<$100 | Noavg 91.1¢ | $42.45 | $37.18 | -$5.28 | 77% 8889-2658 (11547) |
GH ghorrockCTR<$100 | Yesavg 21.2¢ | $13.36 | $14.93 | +$2.35 | 56% 14240-11046 (25286) |
![]() mountaindewdCTR<$100 | Yesavg 23.9¢ | $9 | $9.48 | +$0.67 | 54% 344-290 (634) |
![]() TheKinginYellow<$100 | Noavg 85¢ | $10.57 | $9.25 | -$1.32 | 68% 830-398 (1228) |
Invested
$1,940.35
Value
$3.6K
PnL
+$1.8K
Record
60%
174-115 (289)
Invested
$2,179.61
Value
$2.0K
PnL
-$221.97
Record
89%
4653-547 (5200)
ImJustKenCTRInvested
$206.53
Value
$500.52
PnL
+$293.99
Record
53%
3037-2716 (5753)
Invested
$206.97
Value
$201.49
PnL
-$6.3
Record
22%
145-528 (673)
Invested
$119.5
Value
$126
PnL
+$8.75
Record
57%
12-9 (21)
cambridgeisaacCTR<$100Invested
$51
Value
$75.6
PnL
+$25.95
Record
57%
1114-837 (1951)
Invested
$42.45
Value
$37.18
PnL
-$5.28
Record
77%
8889-2658 (11547)
Invested
$13.36
Value
$14.93
PnL
+$2.35
Record
56%
14240-11046 (25286)
mountaindewdCTR<$100Invested
$9
Value
$9.48
PnL
+$0.67
Record
54%
344-290 (634)
TheKinginYellow<$100Invested
$10.57
Value
$9.25
PnL
-$1.32
Record
68%
830-398 (1228)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
74.2¢ price + 1.0¢ spread + 0.7¢ fee (Finance 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
StraddleSeller
CTRYes — $3.6K
nonkenny90
No — $2.0K

ImJustKen
CTRYes — $500.52
TheImpasse
No — $201.49
segment3
CTRYes — $126

cambridgeisaac
CTRYes — $75.6
Hourglass
No — $37.18
ghorrock
CTRYes — $14.93

mountaindewd
CTRYes — $9.48

TheKinginYellow
No — $9.25