Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (60%). 4 of 11 traders hold an outcome priced under 50%.

Will ACF Fiorentina win on 2026-11-02?
4 of 11 top Polymarket traders hold Yes (36%) · Yes at 41¢ · $16K held · ends Nov 2
⚖️
Neutral
Yes
11
Yes 36%
$16.3K
-$93.23
41.6¢ → 40.5¢
-3% since entry · 4 traders
Research grade
NeutralYes at 41%
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
4 of 11 top traders (36%)Underdog side (market favors No 60%)4 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+3 pts consensus
Breadth
4 traders
Top 2 hold 100%
Freshness
Mature
36h old
Flip Quality
Clean
0 consensus flips
36% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HY hydra1248CTR | Yesavg 41.5¢ | $4.5K | $4.3K | -$105.34 | 60% 24-16 (40) |
0X 0x0f3433d8b7596000bf1046aa822308d93cf67684CTR | Yesavg 41.7¢ | $4.1K | $4.0K | -$117.51 | 37% 500-843 (1343) |
FL Flaznorp | Noavg 59¢ | $2.5K | $2.6K | +$21.68 | 51% 17610-16613 (34223) |
0X 0x5b624e3E0426F7AA2Ca57F7451fbcEa4b125D87f-1769796221989 | Noavg 58¢ | $2.0K | $2.0K | +$52.55 | 53% 5747-5084 (10831) |
AN AnonymousUsername | Noavg 58¢ | $1.6K | $1.7K | +$41.9 | 72% 6934-2737 (9671) |
CA Cannae | Noavg 58.9¢ | $1.5K | $1.5K | +$13.94 | 53% 16258-14439 (30697) |
0X 0x99F0d31fdced5B3A0e5Ee2867730A6644a6C9495-1779037126382 | Noavg 58¢ | $118.9 | $118.9 | +$0 | 46% 9226-10935 (20161) |
38 38791873984189 | Noavg 58¢ | $100.92 | $100.92 | +$0 | 47% 12988-14555 (27543) |
DA darkumbreon88CTR<$100 | Yesavg 41¢ | $24.99 | $24.38 | -$0.3 | 65% 1809-988 (2797) |
SE sentrio<$100 | Noavg 59¢ | $9.27 | $9.12 | -$0.08 | 50% 24998-24718 (49716) |
HE hedgevaultmainnet1CTR<$100 | Yesavg 41¢ | $5.08 | $5.02 | -$0.06 | 53% 2312-2036 (4348) |
Invested
$4,456.55
Value
$4.3K
PnL
-$105.34
Record
60%
24-16 (40)
Invested
$4,128.22
Value
$4.0K
PnL
-$117.51
Record
37%
500-843 (1343)
Invested
$2,530.22
Value
$2.6K
PnL
+$21.68
Record
51%
17610-16613 (34223)
Invested
$2,031.88
Value
$2.0K
PnL
+$52.55
Record
53%
5747-5084 (10831)
Invested
$1,630.9
Value
$1.7K
PnL
+$41.9
Record
72%
6934-2737 (9671)
Invested
$1,487.58
Value
$1.5K
PnL
+$13.94
Record
53%
16258-14439 (30697)
Invested
$118.9
Value
$118.9
PnL
+$0
Record
46%
9226-10935 (20161)
Invested
$100.92
Value
$100.92
PnL
+$0
Record
47%
12988-14555 (27543)
Invested
$24.99
Value
$24.38
PnL
-$0.3
Record
65%
1809-988 (2797)
Invested
$9.27
Value
$9.12
PnL
-$0.08
Record
50%
24998-24718 (49716)
Invested
$5.08
Value
$5.02
PnL
-$0.06
Record
53%
2312-2036 (4348)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
40.5¢ price + 1.0¢ spread + 1.2¢ 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.
Market Info
Traders in this Market
hydra1248
CTRYes — $4.3K
0x0f3433d8b7596000bf1046aa822308d93cf67684
CTRYes — $4.0K
Flaznorp
No — $2.6K
0x5b624e3E0426F7AA2Ca57F7451fbcEa4b125D87f-1769796221989
No — $2.0K
AnonymousUsername
No — $1.7K
Cannae
No — $1.5K
0x99F0d31fdced5B3A0e5Ee2867730A6644a6C9495-1779037126382
No — $118.9
38791873984189
No — $100.92
darkumbreon88
CTRYes — $24.38
sentrio
No — $9.12