Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (75%). 6 of 11 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will SSC Napoli vs. SS Lazio end in a draw?
6 of 11 top Polymarket traders hold Yes (55%) · Yes at 26¢ · $2K held · ends Nov 8
⚠️
Avoid
Yes
11
Yes 55%
1 arb excluded
$2.5K
$18.92
26.1¢ → 25.5¢
-2% since entry · 6 traders
Research grade
AvoidYes at 26%
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
6 of 11 top traders (55%)Underdog side (market favors No 75%)1 arbitrage trader dimmed6 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
4 traders
Top 2 hold 68%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
80% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 68% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
GC GC-PARB<$100 | Noavg 73¢ | $1.1K | $1.1K | +$11.9 | 64% 10184-5783 (15967) |
| └ No leg | Noavg 73¢ | $702.72 | $707.53 | +$4.81 | |
| └ Yes leg | Yesavg 26¢ | $368.57 | $375.66 | +$7.09 | |
NM NM-PCTR | Yesavg 26¢ | $509.36 | $519.16 | +$9.8 | 64% 10183-5729 (15912) |
LI LightParadox | Noavg 74¢ | $273.04 | $274.85 | +$1.81 | 49% 1800-1902 (3702) |
GH ghorrock | Noavg 73.8¢ | $159.87 | $161.35 | +$1.49 | 58% 23579-16943 (40522) |
![]() VeryLucky888CTR | Yesavg 26¢ | $130 | $132.5 | +$2.5 | 58% 47904-34520 (82424) |
38 38791873984189 | Noavg 73.9¢ | $120.98 | $121.93 | +$0.95 | 48% 63191-68207 (131398) |
FL Flaznorp<$100 | Noavg 71¢ | $71.05 | $73 | +$1.95 | 51% 27272-25818 (53090) |
CA CannaeCTR<$100 | Yesavg 26¢ | $47.59 | $47.59 | +$0.92 | 53% 17085-15197 (32282) |
PA Pan9X<$100 | Noavg 74¢ | $22.2 | $22.35 | +$0.15 | 54% 10485-8797 (19282) |
OD OddstormCTR<$100 | Yesavg 28¢ | $17.33 | $16.1 | -$0.31 | 48% 7452-7984 (15436) |
MA MadridTimeCTR<$100 | Yesavg 26¢ | $11.58 | $11.36 | -$0.22 | 48% 1776-1912 (3688) |
0X 0x5e83c9db1593a9113fffa791797cf9655b383bb7CTR<$100 | Yesavg 28¢ | $2.06 | $1.95 | -$0.11 | 33% 1194-2378 (3572) |
Invested
$1,071.29
Value
$1.1K
PnL
+$11.9
Record
64%
10184-5783 (15967)
Both legs:
Invested
$509.36
Value
$519.16
PnL
+$9.8
Record
64%
10183-5729 (15912)
Invested
$273.04
Value
$274.85
PnL
+$1.81
Record
49%
1800-1902 (3702)
Invested
$159.87
Value
$161.35
PnL
+$1.49
Record
58%
23579-16943 (40522)
VeryLucky888CTRInvested
$130
Value
$132.5
PnL
+$2.5
Record
58%
47904-34520 (82424)
Invested
$120.98
Value
$121.93
PnL
+$0.95
Record
48%
63191-68207 (131398)
Invested
$71.05
Value
$73
PnL
+$1.95
Record
51%
27272-25818 (53090)
Invested
$47.59
Value
$47.59
PnL
+$0.92
Record
53%
17085-15197 (32282)
Invested
$22.2
Value
$22.35
PnL
+$0.15
Record
54%
10485-8797 (19282)
Invested
$17.33
Value
$16.1
PnL
-$0.31
Record
48%
7452-7984 (15436)
Invested
$11.58
Value
$11.36
PnL
-$0.22
Record
48%
1776-1912 (3688)
Invested
$2.06
Value
$1.95
PnL
-$0.11
Record
33%
1194-2378 (3572)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
25.5¢ 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.