Smart money holds the underdog side

Most tracked traders hold Yes, while the market favors No (100%). 9 of 9 traders hold an outcome priced under 50%.

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

Will Mike Johnson win the 2028 Republican presidential nomination?

9 of 9 top Polymarket traders hold Yes (100%) · Yes at 0.1¢ · $353 held · ends Nov 8, 2028

Yes<1¢No>99¢Ends Wed, Nov 8, 2028View on Polymarket

SIGNAL

⚠️

Avoid

Yes

Consensus Traders

Yes 100%

Total Value

$353.03

Combined PnL

$-3.1K

Smart Money Entry

0.5¢ → 0.1¢

-90% since entry · 8 traders

Research grade

AvoidYes at 0%

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

9 of 9 top traders (100%)Underdog side (market favors No 100%)9 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes0%

No100%

Smart Money Breakdown by Outcome

Yes9 traders

Total Value$353.03

Total Shares706,057

Combined PnL$-3.1K

Signal Intelligence

Momentum

Fading

+0 pts consensus

Breadth

9 traders

Top 2 hold 91%

Freshness

Late

2432h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 91% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians

whaleYes 100% · 5

Aligned

sharpYes 100% · 1

Aligned

ctrYes 100% · 4

Aligned

Hand-pickedYes 100% · 7

Aligned

Top 1000Yes 100% · 3

Aligned

Trader	Position	Invested	Value	PnL	Record
TH The Spirit of Ukraine>UMACTR	Yesavg 0.7¢	$2.8K	$220.36	$-2.7K	67% 751-378 (1129)
11 11122CTR	Yesavg 0.1¢	$205	$102.5	-$102.5	44% 1401-1817 (3218)
0X 0x62764005C3F58450d21DA9984F6eab56cF3c2Dd9-1765423921985CTR	Yesavg 0.4¢	$118.11	$15	-$103.11	64% 154-88 (242)
LO Logan.CTR<$100	Yesavg 0.4¢	$38.31	$5.29	-$74.63	41% 648-925 (1573)
WO wokerjoesleeperCTR<$100	Yesavg 0.1¢	$4.26	$2.84	-$28.94	33% 6263-12990 (19253)
flow-trader-at-optiverCTR<$100	Yesavg 0.8¢	$42.3	$2.79	-$39.5	39% 965-1508 (2473)
0X 0x8f6970acd7c9466fc1d09a7c17071705c8e52923-1792437064758CTR<$100	Yesavg 0.8¢	$34.7	$2.22	-$32.53	47% 83-94 (177)
GollumGekkoCTR<$100	Yesavg 0.7¢	$26.65	$2.02	-$25.18	68% 2074-957 (3031)
VI VivianWardCTR<$100	Yes	$0.01	$0.01	+$0.01	86% 3499-571 (4070)

The Spirit of Ukraine>UMACTR

Yes

Invested

$2,816.34

Value

$220.36

PnL

$-2.7K

Record

67%

751-378 (1129)

11122CTR

Yes

Invested

$205

Value

$102.5

PnL

-$102.5

Record

44%

1401-1817 (3218)

0x62764005C3F58450d21DA9984F6eab56cF3c2Dd9-1765423921985CTR

Yes

Invested

$118.11

Value

$15

PnL

-$103.11

Record

64%

154-88 (242)

Logan.CTR<$100

Yes

Invested

$38.31

Value

$5.29

PnL

-$74.63

Record

41%

648-925 (1573)

wokerjoesleeperCTR<$100

Yes

Invested

$4.26

Value

$2.84

PnL

-$28.94

Record

33%

6263-12990 (19253)

flow-trader-at-optiverCTR<$100

Yes

Invested

$42.3

Value

$2.79

PnL

-$39.5

Record

39%

965-1508 (2473)

0x8f6970acd7c9466fc1d09a7c17071705c8e52923-1792437064758CTR<$100

Yes

Invested

$34.7

Value

$2.22

PnL

-$32.53

Record

47%

83-94 (177)

GollumGekkoCTR<$100

Yes

Invested

$26.65

Value

$2.02

PnL

-$25.18

Record

68%

2074-957 (3031)

VivianWardCTR<$100

Yes

Invested

$0.01

Value

$0.01

PnL

+$0.01

Record

86%

3499-571 (4070)

Research grade

AvoidYes at 0%

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.

Smart Money Signal

Yes

9 of 9 top traders (100%)Underdog side (market favors No 100%)9 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Signal Intelligence

Momentum

Fading

+0 pts consensus

Breadth

9 traders

Top 2 hold 91%

Freshness

Late

2432h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 91% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians

whaleYes 100% · 5

Aligned

sharpYes 100% · 1

Aligned

ctrYes 100% · 4

Aligned

Hand-pickedYes 100% · 7

Aligned

Top 1000Yes 100% · 3

Aligned

Chat

EV Calculator

Your estimated chance that Yes wins (%)

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

Stake (USDC)

Break-even chance1.1%

0.1¢ price + 1.0¢ spread + 0.0¢ fee (Politics 4%). Win more often than this and the bet pays.

Expected Value—

Expected ROIenter your estimate

Max Profit

+$9061.21

Max Loss

-$100.00

9161.2

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.