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Monastir: Dali Blanch vs Marko Topo

4 of 9 top Polymarket traders hold Dali Blanch (44%) · Dali Blanch at 53¢ · $793 held · ends Nov 16

Dali Blanch53¢Marko Topo47¢Ends Mon, Nov 16, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Dali Blanch

Consensus Traders

9

Dali Blanch 44%

Total Value

$793.19

Combined PnL

-$3.15

Smart Money Entry

50.5¢ → 53¢

+5% since entry · 4 traders

Research grade

NeutralDali Blanch at 53%

No measured edge, which here means a loss: the plain consensus (5+ holders, 60 %+, held to resolution) lost −3.0 % a trade after costs out of sample in the full-year test (n 86,296, 95 % CI −3.6 to −2.4 %).

  • Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
  • Side priced 50–60¢Full year, out of sample: 0.50–0.70 lost −2.9 % a trade (n 23,546, 95 % CI −3.9 to −1.9).

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

Dali Blanch

4 of 9 top traders (44%)5 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Dali Blanch53%
Marko Topo47%

Smart Money Breakdown by Outcome

Dali Blanch4 traders
Total Value$569.77
Total Shares1,080
Combined PnL+$14.92
Marko Topo5 traders
Total Value$223.41
Total Shares433
Combined PnL-$18.08
Dali Blanch — 44%Marko Topo — 56%

Signal Intelligence

Momentum

Cooling

-6 pts consensus

Breadth

4 traders

Top 2 hold 88%

Freshness

Mature

23h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

44% of non-arb traders are on Dali Blanch. Concentration is driven by the top two positions owning 88% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
The hand-picked list (1 on Dali Blanch) and the top 1000 (8 on Marko Topo) disagree here.
ctrDali Blanch 57% · 7
Aligned
Hand-pickedDali Blanch 100% · 1
Aligned
Top 1000Marko Topo 63% · 8
Diverging

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EV Calculator

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

Break-even chance55.2%

53.0¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$81.02
Max Loss
-$100.00
Shares
181.0

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
0x0458f183...4f8ad4
Slug
atp-blan-topo-2026-11-09
Trade on Polymarket