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Smart money holds the underdog side

Most tracked traders hold Yes, while the market favors No (97%). 21 of 21 traders hold an outcome priced under 50%.

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

Will Ted Cruz win the 2028 Republican presidential nomination?

21 of 21 top Polymarket traders hold Yes (100%) · Yes at 2.5¢ · $37K held · ends Nov 8, 2028

Yes3¢No97¢Ends Wed, Nov 8, 2028View on Polymarket
SIGNAL

⚠️

Avoid

Yes

Consensus Traders

21

Yes 100%

Total Value

$37.4K

Combined PnL

$17.9K

Smart Money Entry

1.2¢ → 2.5¢

+111% since entry · 17 traders

Research grade

AvoidYes at 3%

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

21 of 21 top traders (100%)Underdog side (market favors No 97%)21 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes3%
No97%

Smart Money Breakdown by Outcome

Yes21 traders
Total Value$37.4K
Total Shares1,465,233
Combined PnL+$17.9K

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

21 traders

Top 2 hold 65%

Freshness

Late

4874h old

Flip Quality

Choppy

334 consensus flips

Breadth vs concentrationBalanced

100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 65% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleYes 100% · 6
Aligned
sharpYes 100% · 6
Aligned
ctrYes 100% · 11
Aligned
Hand-pickedYes 100% · 11
Aligned
Top 1000Yes 100% · 12
Aligned
bernardbulletinCTR
Yes

Invested

$4,727.51

Value

$13.6K

PnL

+$8.8K

Record

69%

987-450 (1437)

ChungvicularCTR
Yes

Invested

$5,307.23

Value

$10.8K

PnL

+$5.5K

Record

46%

49-57 (106)

11
11122CTR
Yes

Invested

$4,028.78

Value

$8.6K

PnL

+$4.6K

Record

44%

1401-1817 (3218)

GollumGekkoCTR
Yes

Invested

$997.39

Value

$1.2K

PnL

+$253.81

Record

68%

2074-957 (3031)

AN
AnonymousUsernameCTR
Yes

Invested

$5,694.09

Value

$901.29

PnL

$-2.2K

Record

72%

6827-2621 (9448)

PI
piepedCTR
Yes

Invested

$0.24

Value

$504.01

PnL

+$49.41

Record

42%

71-100 (171)

LO
Logan.CTR
Yes

Invested

$38.31

Value

$269.92

PnL

+$189.99

Record

41%

648-925 (1573)

IM
immanuelcanCTR
Yes

Invested

$15

Value

$266.47

PnL

+$157.08

Record

53%

906-789 (1695)

PL
plumbisCTR
Yes

Invested

$200

Value

$255

PnL

+$55

Record

57%

51-39 (90)

XT
xtxpleasecallmeCTR
Yes

Invested

$19.55

Value

$199.89

PnL

+$1.08

Record

36%

16059-28074 (44133)

IN
insideroCTR
Yes

Invested

$58.59

Value

$162.15

PnL

+$103.57

Record

76%

291-93 (384)

Rex416CTR
Yes

Invested

$68.19

Value

$138.85

PnL

+$51.17

Record

57%

2537-1923 (4460)

HE
HerrieDavisCTR
Yes

Invested

$113.24

Value

$113.24

PnL

+$78.55

Record

36%

2085-3721 (5806)

0X
0x8f6970acd7c9466fc1d09a7c17071705c8e52923-1792437064758CTR
Yes

Invested

$33.56

Value

$109.73

PnL

+$76.11

Record

47%

83-94 (177)

DonkovCTR<$100
Yes

Invested

$27.56

Value

$76.49

PnL

+$48.93

Record

71%

968-396 (1364)

FA
FancyiCTR<$100
Yes

Invested

$52

Value

$51

PnL

-$1

Record

68%

56-26 (82)

EL
Elias.ThornwellCTR<$100
Yes

Invested

$95.4

Value

$44.45

PnL

+$24.59

Record

76%

11352-3524 (14876)

LinaBellCTR<$100
Yes

Invested

$31.23

Value

$44.24

PnL

+$13.04

Record

64%

1197-678 (1875)

NY
NyetRiskCTR<$100
Yes

Invested

$8.64

Value

$8.64

PnL

+$6

Record

7%

14-187 (201)

NO
NoMoreMisterCTR
Yes

Invested

$3,579.48

Value

$1.77

PnL

-$1.68

Record

76%

8934-2819 (11753)

WO
wokerjoesleeperCTR<$100
Yes

Invested

$0.27

Value

$0.87

PnL

+$0.6

Record

33%

6263-12990 (19253)

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EV Calculator

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

Break-even chance3.7%

2.5¢ price + 1.0¢ spread + 0.1¢ fee (Politics 4%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$2612.26
Max Loss
-$100.00
Shares
2712.3

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
0x0ac23db1...86a9c6
Slug
will-ted-cruz-win-the-2028-republican-presidential-nomination
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