Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (89%). 4 of 8 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.
Will Tampa Bay Lightning be the 2027 NHL Eastern Conference Champion?
4 of 8 top Polymarket traders hold Yes (50%) · Yes at 12¢ · $840 held · ends Jul 1, 2027
⚠️
Avoid
Yes
8
Yes 50%
$840.36
-$82.7
13¢ → 11.5¢
-11% since entry · 4 traders
Research grade
AvoidYes at 12%
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.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
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 8 top traders (50%)Underdog side (market favors No 89%)4 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Fading
-36 pts consensus
Breadth
4 traders
Top 2 hold 99%
Freshness
Late
58h old
Flip Quality
Clean
0 consensus flips
50% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 99% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() CUTJALENHURTSCTR | Yesavg 13¢ | $699.97 | $700.32 | -$80.43 | 52% 6135-5765 (11900) |
CI cigarettes<$100 | Noavg 88.4¢ | $38.94 | $38.34 | -$0.6 | 53% 23469-20698 (44167) |
GR graynotebook19<$100 | Noavg 88¢ | $35.2 | $34.8 | -$0.4 | 58% 15784-11478 (27262) |
SM smallreceipt<$100 | Noavg 85¢ | $32.3 | $33.06 | +$0.76 | 46% 9372-11125 (20497) |
![]() UbuntuTradingCTR<$100 | Yesavg 13¢ | $20.22 | $20.22 | -$2.33 | 55% 3175-2632 (5807) |
QU quietparcel<$100 | Noavg 87¢ | $8.7 | $8.7 | +$0 | 47% 10328-11796 (22124) |
ND ndb1CTR<$100 | Yesavg 10¢ | $2 | $2.6 | +$0.3 | 64% 1050-593 (1643) |
GH ghorrockCTR<$100 | Yesavg 13¢ | $2.32 | $2.32 | +$0 | 58% 21138-15369 (36507) |
CUTJALENHURTSCTRInvested
$699.97
Value
$700.32
PnL
-$80.43
Record
52%
6135-5765 (11900)
Invested
$38.94
Value
$38.34
PnL
-$0.6
Record
53%
23469-20698 (44167)
Invested
$35.2
Value
$34.8
PnL
-$0.4
Record
58%
15784-11478 (27262)
Invested
$32.3
Value
$33.06
PnL
+$0.76
Record
46%
9372-11125 (20497)
UbuntuTradingCTR<$100Invested
$20.22
Value
$20.22
PnL
-$2.33
Record
55%
3175-2632 (5807)
Invested
$8.7
Value
$8.7
PnL
+$0
Record
47%
10328-11796 (22124)
Invested
$2
Value
$2.6
PnL
+$0.3
Record
64%
1050-593 (1643)
Invested
$2.32
Value
$2.32
PnL
+$0
Record
58%
21138-15369 (36507)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
11.5¢ price + 1.0¢ spread + 0.5¢ 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.