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Smart money holds the underdog side

Most tracked traders hold Yes, while the market favors No (51%). 4 of 17 traders hold an outcome priced under 50%.

Will Athletic Club win on 2026-11-01?

4 of 17 top Polymarket traders hold Yes (24%) · Yes at 50¢ · $135K held · ends Nov 1

Yes50¢No50¢Ends Sun, Nov 1, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Yes

Consensus Traders

17

Yes 24%

Total Value

$134.5K

Combined PnL

$1.7K

Smart Money Entry

47¢ → 49.5¢

+5% since entry · 4 traders

Research grade

NeutralYes at 50%

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.
  • Side priced 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.

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

Yes

4 of 17 top traders (24%)Underdog side (market favors No 51%)4 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes50%
No51%

Smart Money Breakdown by Outcome

Yes4 traders
Total Value$80.5K
Total Shares163,752
Combined PnL+$4.2K
No13 traders
Total Value$54.0K
Total Shares107,947
Combined PnL$-2.4K
Yes — 24%No — 76%

Signal Intelligence

Momentum

Flat

-1 pts consensus

Breadth

3 traders

Top 2 hold 99%

Freshness

Fresh

11h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

19% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 99% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleNo 75% · 4
Diverging
sharpNo 50% · 2
Diverging
ctrNo 80% · 10
Diverging
Hand-pickedNo 100% · 2
Diverging
Top 1000No 80% · 15
Diverging

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EV Calculator

Consensus % is how many tracked traders hold a side, not a win probability.

Break-even chance51.7%

49.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$93.24
Max Loss
-$100.00
Shares
193.2

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

Condition ID
0x2e84830b...7b9958
Slug
lal-bil-rso-2026-11-01-bil
Trade on Polymarket