Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (73%). 4 of 7 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Newcastle United FC win on 2026-11-07?
4 of 7 top Polymarket traders hold Yes (57%) · Yes at 28¢ · $761 held · ends Nov 7
⚠️
Avoid
Yes
7
Yes 57%
$761.15
$4.73
26.3¢ → 27.5¢
+4% since entry · 4 traders
Research grade
AvoidYes at 28%
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
4 of 7 top traders (57%)Underdog side (market favors No 73%)4 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Cooling
+0 pts consensus
Breadth
4 traders
Top 2 hold 83%
Freshness
Fresh
12h old
Flip Quality
Clean
0 consensus flips
57% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 83% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL FlaznorpCTR | Yesavg 26¢ | $467.88 | $476.88 | +$9 | 51% 24233-22959 (47192) |
![]() VeryLucky888CTR | Yesavg 26¢ | $116.74 | $118.93 | +$2.19 | 58% 45442-32918 (78360) |
38 38791873984189CTR<$100 | Yesavg 29¢ | $80.91 | $73.93 | -$6.97 | 48% 59324-63332 (122656) |
![]() HRTradingCTR<$100 | Yesavg 26.2¢ | $43.68 | $44.19 | +$0.51 | 51% 7653-7369 (15022) |
NM NM-P<$100 | Noavg 73¢ | $38.41 | $28.23 | +$0.19 | 40% 1343-2037 (3380) |
CA Cannae<$100 | Noavg 73¢ | $13.52 | $13.33 | -$0.19 | 53% 16518-14663 (31181) |
GC GC-P<$100 | Noavg 72¢ | $5.66 | $5.66 | +$0 | 39% 1339-2113 (3452) |
Invested
$467.88
Value
$476.88
PnL
+$9
Record
51%
24233-22959 (47192)
VeryLucky888CTRInvested
$116.74
Value
$118.93
PnL
+$2.19
Record
58%
45442-32918 (78360)
Invested
$80.91
Value
$73.93
PnL
-$6.97
Record
48%
59324-63332 (122656)
HRTradingCTR<$100Invested
$43.68
Value
$44.19
PnL
+$0.51
Record
51%
7653-7369 (15022)
Invested
$38.41
Value
$28.23
PnL
+$0.19
Record
40%
1343-2037 (3380)
Invested
$13.52
Value
$13.33
PnL
-$0.19
Record
53%
16518-14663 (31181)
Invested
$5.66
Value
$5.66
PnL
+$0
Record
39%
1339-2113 (3452)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
27.5¢ price + 1.0¢ spread + 1.0¢ fee (Sports 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.