Skip to content
PolyConsensus
Back to Markets

Smart money holds the underdog side

Most tracked traders hold Yes, while the market favors No (99%). 8 of 8 traders hold an outcome priced under 50%.

Historically, consensus on sides priced under 40¢ lost money after costs.

Will LYON win Worlds 2026?

8 of 8 top Polymarket traders hold Yes (100%) · Yes at 0.8¢ · $756 held · ends Nov 29

Yes<1¢No>99¢Ends Sun, Nov 29, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Yes

Consensus Traders

8

Yes 100%

Total Value

$756.13

Combined PnL

-$535.36

Smart Money Entry

1.3¢ → 0.8¢

-41% since entry · 7 traders

Research grade

AvoidYes at 1%

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

Yes

8 of 8 top traders (100%)Underdog side (market favors No 99%)8 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes1%
No99%

Smart Money Breakdown by Outcome

Yes8 traders
Total Value$756.13
Total Shares94,516
Combined PnL-$535.36

Signal Intelligence

Momentum

Building

+0 pts consensus

Breadth

8 traders

Top 2 hold 59%

Freshness

Late

516h old

Flip Quality

Choppy

33 consensus flips

Breadth vs concentrationBalanced

100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 59% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleYes 100% · 1
Aligned
ctrYes 100% · 8
Aligned
Hand-pickedYes 100% · 1
Aligned
Top 1000Yes 100% · 7
Aligned

Chat

Sign in with your wallet to post.

EV Calculator

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

Break-even chance1.8%

0.8¢ price + 1.0¢ spread + 0.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$5346.72
Max Loss
-$100.00
Shares
5446.7

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
0xfdb9ca8b...5dec8a
Slug
will-lyon-win-worlds-2026
Trade on Polymarket