Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (98%). 12 of 12 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will James Talarico win the 2028 US Presidential Election?
12 of 12 top Polymarket traders hold Yes (100%) · Yes at 2.1¢ · $12K held · ends Nov 8, 2028
⚠️
Avoid
Yes
12
Yes 100%
$12.3K
$7.1K
0.9¢ → 2.1¢
+142% since entry · 9 traders
Research grade
AvoidYes at 2%
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
12 of 12 top traders (100%)Underdog side (market favors No 98%)12 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+0 pts consensus
Breadth
12 traders
Top 2 hold 87%
Freshness
Late
4898h old
Flip Quality
Choppy
341 consensus flips
100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 87% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
RA RailcoolCTR | Yesavg 1¢ | $3.2K | $6.5K | +$3.2K | 51% 86-81 (167) |
11 11122CTR | Yesavg 0.8¢ | $1.4K | $4.1K | +$2.7K | 43% 1406-1842 (3248) |
![]() GayPrideCTR | Yesavg 0.4¢ | $216.35 | $1.1K | +$833.65 | 49% 357-367 (724) |
![]() CarCTR | Yesavg 1.5¢ | $152.61 | $183.13 | +$25.43 | 67% 4174-2038 (6212) |
![]() 0xdc3E831cadCTR | Yesavg 0.7¢ | $32.97 | $111.57 | +$78.6 | 49% 1837-1904 (3741) |
![]() PorxCTR<$100 | Yesavg 1.6¢ | $68.89 | $87.87 | +$18.98 | 66% 1482-770 (2252) |
FA failstoberCTR<$100 | Yesavg 0.7¢ | $24.76 | $74.22 | +$49.46 | 26% 351-985 (1336) |
CO cocococococoCTR<$100 | Yesavg 0.6¢ | $20.74 | $54.07 | +$33.33 | 52% 1668-1539 (3207) |
CI cigarettesCTR<$100 | Yes | $37.67 | $37.67 | +$37.67 | 56% 18394-14718 (33112) |
0X 0xc7D02944A76B9F83B199e9090ECC92C82d241F8a-1776944395495CTR<$100 | Yes | $30.73 | $30.73 | +$30.73 | 57% 16914-12693 (29607) |
![]() Rex416CTR<$100 | Yesavg 0.8¢ | $7.81 | $20 | +$12.19 | 57% 2563-1947 (4510) |
NY NyetRiskCTR<$100 | Yes | $5.17 | $5.17 | +$3.5 | 7% 14-192 (206) |
Invested
$3,245.44
Value
$6.5K
PnL
+$3.2K
Record
51%
86-81 (167)
Invested
$1,402.15
Value
$4.1K
PnL
+$2.7K
Record
43%
1406-1842 (3248)
GayPrideCTRInvested
$216.35
Value
$1.1K
PnL
+$833.65
Record
49%
357-367 (724)
CarCTRInvested
$152.61
Value
$183.13
PnL
+$25.43
Record
67%
4174-2038 (6212)
0xdc3E831cadCTRInvested
$32.97
Value
$111.57
PnL
+$78.6
Record
49%
1837-1904 (3741)
PorxCTR<$100Invested
$68.89
Value
$87.87
PnL
+$18.98
Record
66%
1482-770 (2252)
Invested
$24.76
Value
$74.22
PnL
+$49.46
Record
26%
351-985 (1336)
Invested
$20.74
Value
$54.07
PnL
+$33.33
Record
52%
1668-1539 (3207)
Invested
$37.67
Value
$37.67
PnL
+$37.67
Record
56%
18394-14718 (33112)
Invested
$30.73
Value
$30.73
PnL
+$30.73
Record
57%
16914-12693 (29607)
Rex416CTR<$100Invested
$7.81
Value
$20
PnL
+$12.19
Record
57%
2563-1947 (4510)
Invested
$5.17
Value
$5.17
PnL
+$3.5
Record
7%
14-192 (206)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
2.1¢ price + 1.0¢ spread + 0.1¢ fee (Politics 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.
Market Info
Traders in this Market
Railcool
CTRYes — $6.5K
11122
CTRYes — $4.1K

GayPride
CTRYes — $1.1K

Car
CTRYes — $183.13

0xdc3E831cad
CTRYes — $111.57

Porx
CTRYes — $87.87
failstober
CTRYes — $74.22
cocococococo
CTRYes — $54.07
cigarettes
CTRYes — $37.67
0xc7D02944A76B9F83B199e9090ECC92C82d241F8a-1776944395495
CTRYes — $30.73