Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (95%). 3 of 5 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Elon Musk post 140-164 tweets from October 31 to November 2, 2026?
3 of 5 top Polymarket traders hold Yes (60%) · Yes at 5.5¢ · $1K held · ends Nov 2
⚠️
Avoid
Yes
5
Yes 60%
$1.1K
$298.82
7.8¢ → 5.5¢
-29% since entry · 3 traders
Research grade
AvoidYes at 6%
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.
- Culture / mentionsFull year, out of sample: culture lost −4.0 % a trade (n 1,214, 95 % CI −9.7 to +2.0); Oct 22 backtest: −7.1 % and −15.4 % in its two windows.
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
3 of 5 top traders (60%)Underdog side (market favors No 95%)3 hold an outcome priced under 50%1 small position dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
XZ xzsaCTR | Yesavg 8¢ | $50.89 | $463.99 | +$259.66 | 13% 4-27 (31) |
EL ElonSimp | Noavg 88.4¢ | $3.9K | $336.75 | -$1.77 | 34% 210-407 (617) |
GH ghorrock | Noavg 87.2¢ | $176.31 | $188.38 | +$12.07 | 56% 14240-11046 (25286) |
DD dddtripsCTR<$100 | Yesavg 5.3¢ | $68.03 | $87.53 | +$19.5 | 38% 600-989 (1589) |
BI bipbipbopCTR | Yesavg 11.8¢ | $321.15 | $30.4 | +$9.36 | 64% 2397-1323 (3720) |
Invested
$50.89
Value
$463.99
PnL
+$259.66
Record
13%
4-27 (31)
Invested
$3,943.28
Value
$336.75
PnL
-$1.77
Record
34%
210-407 (617)
Invested
$176.31
Value
$188.38
PnL
+$12.07
Record
56%
14240-11046 (25286)
Invested
$68.03
Value
$87.53
PnL
+$19.5
Record
38%
600-989 (1589)
Invested
$321.15
Value
$30.4
PnL
+$9.36
Record
64%
2397-1323 (3720)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
5.5¢ price + 1.0¢ spread + 0.3¢ fee (Other / General 5%). 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.