Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (90%). 7 of 8 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

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7 of 8 top Polymarket traders hold Yes (88%) · Yes at 10¢ · $1K held · ends Jan 1, 2027
⚠️
Avoid
Yes
8
Yes 88%
$1.4K
$781.67
4.5¢ → 10.2¢
+125% since entry · 7 traders
Research grade
AvoidYes at 10%
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.
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
7 of 8 top traders (88%)Underdog side (market favors No 90%)7 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Building
+10 pts consensus
Breadth
7 traders
Top 2 hold 74%
Freshness
Late
690h old
Flip Quality
Clean
1 consensus flip
88% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 74% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
SN SnapElectionAvoiderCTR | Yesavg 2.4¢ | $139.63 | $642.83 | +$503.2 | 50% 1220-1233 (2453) |
![]() ImJustKenCTR | Yesavg 10.5¢ | $286.91 | $337.02 | +$50.11 | 53% 3043-2720 (5763) |
![]() macrosteaksCTR | Yesavg 3.1¢ | $42.92 | $153.04 | +$110.12 | 54% 3274-2742 (6016) |
JO JordanMooneyCTR<$100 | Yesavg 2¢ | $65.42 | $81.94 | +$65.55 | 36% 1887-3307 (5194) |
GI GingerMcKennaCTR | Yesavg 1.9¢ | $124.55 | $70.32 | +$21.94 | 38% 2935-4692 (7627) |
HO Hourglass<$100 | Noavg 99.6¢ | $49.8 | $44.58 | -$5.22 | 77% 9134-2750 (11884) |
TY TyshaCTR<$100 | Yesavg 1.5¢ | $4.52 | $33.66 | +$29.14 | 72% 8554-3325 (11879) |
LE LesterDiamondCTR<$100 | Yesavg 1.8¢ | $1.37 | $8.2 | +$6.83 | 63% 5411-3152 (8563) |
Invested
$139.63
Value
$642.83
PnL
+$503.2
Record
50%
1220-1233 (2453)
ImJustKenCTRInvested
$286.91
Value
$337.02
PnL
+$50.11
Record
53%
3043-2720 (5763)
macrosteaksCTRInvested
$42.92
Value
$153.04
PnL
+$110.12
Record
54%
3274-2742 (6016)
Invested
$65.42
Value
$81.94
PnL
+$65.55
Record
36%
1887-3307 (5194)
Invested
$124.55
Value
$70.32
PnL
+$21.94
Record
38%
2935-4692 (7627)
Invested
$49.8
Value
$44.58
PnL
-$5.22
Record
77%
9134-2750 (11884)
Invested
$4.52
Value
$33.66
PnL
+$29.14
Record
72%
8554-3325 (11879)
Invested
$1.37
Value
$8.2
PnL
+$6.83
Record
63%
5411-3152 (8563)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
10.2¢ price + 1.0¢ spread + 0.4¢ 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.