
Spread: Vietnam (-2.5)
3 of 6 top Polymarket traders hold Chinese Taipei (50%) · Chinese Taipei at 67¢ · $2K held · ended Nov 11
⚖️
Neutral
Chinese Taipei
6
Chinese Taipei 50%
$2.4K
$345.9
50.6¢ → 66.5¢
+31% since entry · 3 traders
Research grade
NeutralChinese Taipei at 67%
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 %).
- Spread or totalOct 22 backtest: spreads and totals −14.5 % a trade in spring (95 % CI −27 to −1), +1.5 % in October: no edge.
- 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
3 of 6 top traders (50%)3 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
-10 pts consensus
Breadth
3 traders
Top 2 hold 99%
Freshness
Mature
29h old
Flip Quality
Choppy
3 consensus flips
50% of non-arb traders are on Chinese Taipei. Concentration is driven by the top two positions owning 99% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL Flaznorp | Chinese Taipeiavg 50.4¢ | $1.8K | $2.2K | +$354.17 | 51% 1822-1783 (3605) |
OM omnibus-076daa<$100 | Chinese Taipeiavg 52.3¢ | $85.33 | $74.98 | -$10.35 | 41% 257-376 (633) |
LI LimousinCTR<$100 | Vietnamavg 44¢ | $39.83 | $48.88 | +$9.05 | 30% 372-863 (1235) |
SE sentrioCTR<$100 | Vietnamavg 52.7¢ | $47.04 | $44.88 | -$2.17 | 37% 340-569 (909) |
SN SnakeBall<$100 | Chinese Taipeiavg 56¢ | $26.94 | $22.13 | -$4.81 | 45% 262-316 (578) |
XT xtxpleasecallmeCTR<$100 | Vietnamavg 54¢ | $5 | $4.99 | -$0 | 41% 3118-4481 (7599) |
Invested
$1,824.62
Value
$2.2K
PnL
+$354.17
Record
51%
1822-1783 (3605)
Invested
$85.33
Value
$74.98
PnL
-$10.35
Record
41%
257-376 (633)
Invested
$39.83
Value
$48.88
PnL
+$9.05
Record
30%
372-863 (1235)
Invested
$47.04
Value
$44.88
PnL
-$2.17
Record
37%
340-569 (909)
Invested
$26.94
Value
$22.13
PnL
-$4.81
Record
45%
262-316 (578)
Invested
$5
Value
$4.99
PnL
-$0
Record
41%
3118-4481 (7599)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
66.5¢ price + 1.0¢ spread + 1.1¢ 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.