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
⚠️
Avoid
Yes
8
Yes 100%
$756.13
-$535.36
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
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)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Building
+0 pts consensus
Breadth
8 traders
Top 2 hold 59%
Freshness
Late
516h old
Flip Quality
Choppy
33 consensus flips
100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 59% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x7e1f9c90800E42806e242ABC5fcf26B571c79C27-1775842903107CTR | Yesavg 0.8¢ | $235 | $237.63 | -$7.4 | 50% 2582-2633 (5215) |
FR frohp5CTR | Yesavg 2¢ | $513.76 | $205.5 | -$320.76 | 65% 1991-1068 (3059) |
![]() ReformedxCTR | Yesavg 0.9¢ | $170 | $160 | -$19.96 | 52% 839-788 (1627) |
![]() WarewaPainCTR<$100 | Yesavg 0.8¢ | $73.01 | $69.58 | +$0.4 | 43% 466-611 (1077) |
![]() MaktManCTR<$100 | Yesavg 0.9¢ | $39.09 | $34.74 | -$6.51 | 50% 51-50 (101) |
0X 0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271CTR | Yesavg 4.4¢ | $127.06 | $32.06 | -$162.26 | 32% 4495-9638 (14133) |
LE leegunnerCTR<$100 | Yesavg 0.3¢ | $4.43 | $11.8 | +$6.64 | 41% 1281-1829 (3110) |
![]() UbuntuTradingCTR<$100 | Yes | $4.8 | $4.8 | -$25.5 | 57% 3069-2356 (5425) |
Invested
$235
Value
$237.63
PnL
-$7.4
Record
50%
2582-2633 (5215)
Invested
$513.76
Value
$205.5
PnL
-$320.76
Record
65%
1991-1068 (3059)
ReformedxCTRInvested
$170
Value
$160
PnL
-$19.96
Record
52%
839-788 (1627)
WarewaPainCTR<$100Invested
$73.01
Value
$69.58
PnL
+$0.4
Record
43%
466-611 (1077)
MaktManCTR<$100Invested
$39.09
Value
$34.74
PnL
-$6.51
Record
50%
51-50 (101)
Invested
$127.06
Value
$32.06
PnL
-$162.26
Record
32%
4495-9638 (14133)
Invested
$4.43
Value
$11.8
PnL
+$6.64
Record
41%
1281-1829 (3110)
UbuntuTradingCTR<$100Invested
$4.8
Value
$4.8
PnL
-$25.5
Record
57%
3069-2356 (5425)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.8¢ price + 1.0¢ spread + 0.1¢ 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
0x7e1f9c90800E42806e242ABC5fcf26B571c79C27-1775842903107
CTRYes — $237.63
frohp5
CTRYes — $205.5

Reformedx
CTRYes — $160

WarewaPain
CTRYes — $69.58

MaktMan
CTRYes — $34.74
0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271
CTRYes — $32.06
leegunner
CTRYes — $11.8

UbuntuTrading
CTRYes — $4.8