Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 10 of 11 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Vivek Ramaswamy win the 2028 Republican presidential nomination?
10 of 11 top Polymarket traders hold Yes (91%) · Yes at 0.1¢ · $579 held · ends Nov 8, 2028
⚠️
Avoid
Yes
11
Yes 91%
$578.84
-$491.29
0.5¢ → 0.1¢
-69% since entry · 9 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
10 of 11 top traders (91%)Underdog side (market favors No 100%)10 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Cooling
-1 pts consensus
Breadth
10 traders
Top 2 hold 70%
Freshness
Late
4874h old
Flip Quality
Choppy
175 consensus flips
91% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 70% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x20D6436849F930584892730C7F96eBB2Ac763856-1768642056357CTR | Yesavg 0.2¢ | $259.77 | $194.83 | -$64.94 | 52% 747-702 (1449) |
GH ghorrock | Noavg 98.9¢ | $186.65 | $188.43 | +$1.77 | 56% 14224-11030 (25254) |
Q9 Q96s3kwozynxpauCTR | Yesavg 1.2¢ | $285.85 | $77.02 | -$208.83 | 41% 166-240 (406) |
11 11122CTR<$100 | Yesavg 0.3¢ | $60 | $45 | -$15 | 44% 1401-1817 (3218) |
TH The Spirit of Ukraine>UMACTR | Yesavg 0.7¢ | $141.93 | $39 | -$102.93 | 67% 751-378 (1129) |
LO Logan.CTR<$100 | Yesavg 0.4¢ | $38.31 | $15.88 | -$64.05 | 41% 648-925 (1573) |
![]() DonkovCTR<$100 | Yesavg 0.6¢ | $16.06 | $11 | -$5.05 | 71% 968-396 (1364) |
0X 0x8f6970acd7c9466fc1d09a7c17071705c8e52923-1792437064758CTR<$100 | Yesavg 0.8¢ | $34.55 | $6.64 | -$27.96 | 47% 83-94 (177) |
![]() flow-trader-at-optiverCTR<$100 | Yesavg 0.8¢ | $2.72 | $0.54 | -$2.18 | 39% 965-1508 (2473) |
NY NyetRiskCTR<$100 | Yes | $0.43 | $0.43 | -$1.8 | 7% 14-187 (201) |
WO wokerjoesleeperCTR<$100 | Yesavg 0.5¢ | $0.39 | $0.08 | -$0.32 | 33% 6263-12990 (19253) |
Invested
$259.77
Value
$194.83
PnL
-$64.94
Record
52%
747-702 (1449)
Invested
$186.65
Value
$188.43
PnL
+$1.77
Record
56%
14224-11030 (25254)
Invested
$285.85
Value
$77.02
PnL
-$208.83
Record
41%
166-240 (406)
Invested
$60
Value
$45
PnL
-$15
Record
44%
1401-1817 (3218)
Invested
$141.93
Value
$39
PnL
-$102.93
Record
67%
751-378 (1129)
Invested
$38.31
Value
$15.88
PnL
-$64.05
Record
41%
648-925 (1573)
DonkovCTR<$100Invested
$16.06
Value
$11
PnL
-$5.05
Record
71%
968-396 (1364)
Invested
$34.55
Value
$6.64
PnL
-$27.96
Record
47%
83-94 (177)
flow-trader-at-optiverCTR<$100Invested
$2.72
Value
$0.54
PnL
-$2.18
Record
39%
965-1508 (2473)
Invested
$0.43
Value
$0.43
PnL
-$1.8
Record
7%
14-187 (201)
Invested
$0.39
Value
$0.08
PnL
-$0.32
Record
33%
6263-12990 (19253)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.1¢ price + 1.0¢ spread + 0.0¢ fee (Politics 4%). 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
0x20D6436849F930584892730C7F96eBB2Ac763856-1768642056357
CTRYes — $194.83
ghorrock
No — $188.43
Q96s3kwozynxpau
CTRYes — $77.02
11122
CTRYes — $45
The Spirit of Ukraine>UMA
CTRYes — $39
Logan.
CTRYes — $15.88

Donkov
CTRYes — $11
0x8f6970acd7c9466fc1d09a7c17071705c8e52923-1792437064758
CTRYes — $6.64

flow-trader-at-optiver
CTRYes — $0.54
NyetRisk
CTRYes — $0.43