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Brisbane 3: James McCabe vs Jan Kumstat

3 of 5 top Polymarket traders hold Jan Kumstat (60%) · Jan Kumstat at 66¢ · $2K held · ends Nov 16

James McCabe35¢Jan Kumstat65¢Ends Mon, Nov 16, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Jan Kumstat

Consensus Traders

5

Jan Kumstat 60%

Total Value

$1.7K

Combined PnL

$26.81

Smart Money Entry

64.5¢ → 65.5¢

+1% since entry · 3 traders

Research grade

NeutralJan Kumstat at 66%

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 %).

  • Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.

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

Jan Kumstat

3 of 5 top traders (60%)2 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

James McCabe35%
Jan Kumstat66%

Smart Money Breakdown by Outcome

James McCabe2 traders
Total Value$619.52
Total Shares1,822
Combined PnL+$14.78
Jan Kumstat3 traders
Total Value$1.1K
Total Shares1,681
Combined PnL+$12.03
James McCabe — 40%Jan Kumstat — 60%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

3 traders

Top 2 hold 97%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

60% of non-arb traders are on Jan Kumstat. Concentration is driven by the top two positions owning 97% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
The hand-picked list (1 on James McCabe) and the top 1000 (4 on Jan Kumstat) disagree here.
ctrJames McCabe 67% · 3
Diverging
Hand-pickedJames McCabe 100% · 1
Diverging
Top 1000Jan Kumstat 75% · 4
Aligned

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EV Calculator

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

Break-even chance67.6%

65.5¢ price + 1.0¢ spread + 1.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$47.90
Max Loss
-$100.00
Shares
147.9

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
0x9fa13c72...f73805
Slug
atp-mccabe-kumstat-2026-11-08
Trade on Polymarket