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Smart money holds the underdog side

Most tracked traders hold Filip Misolic, while the market favors Juan Pablo Varillas (64%). 7 of 19 traders hold an outcome priced under 50%.

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

Costa do Sauipe: Filip Misolic vs Juan Pablo Varillas

7 of 19 top Polymarket traders hold Filip Misolic (37%) · Filip Misolic at 36¢ · $34K held · ends Nov 10

Filip Misolic36¢Juan Pablo Varillas64¢Ends Tue, Nov 10, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Filip Misolic

Consensus Traders

19

Filip Misolic 37%

4 arb excluded

Total Value

$34.3K

Combined PnL

$4.8K

Smart Money Entry

74.4¢ → 36¢

-52% since entry · 7 traders

Research grade

NeutralFilip Misolic at 36%

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 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.

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

Filip Misolic

7 of 19 top traders (37%)Underdog side (market favors Juan Pablo Varillas 64%)4 arbitrage traders dimmed7 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Filip Misolic36%
Juan Pablo Varillas64%

Smart Money Breakdown by Outcome

Juan Pablo Varillas12 traders
Total Value$17.1K
Total Shares26,631
Combined PnL+$10.6K
Filip Misolic7 traders
Total Value$7.8K
Total Shares17,982
Combined PnL$-5.8K
Juan Pablo Varillas — 63%Filip Misolic — 37%
OM
omnibus-076daa
Juan Pablo Varillas

Invested

$1,623.52

Value

$7.7K

PnL

+$6.1K

Record

50%

20222-20549 (40771)

MA
MadridTime
Juan Pablo Varillas

Invested

$3,425.88

Value

$7.1K

PnL

+$3.7K

Record

52%

847-783 (1630)

RN1ARB<$100
Filip Misolic

Invested

$9,463.49

Value

$6.6K

PnL

$-2.8K

Record

53%

59089-51396 (110485)

Both legs:

Filip Misolic$8,986.3990.9¢$-5.4K
Juan Pablo Varillas$477.110¢+$2.6K
65
6512395314597884CTR
Filip Misolic

Invested

$10,977.11

Value

$6.6K

PnL

$-4.4K

Record

51%

4510-4384 (8894)

NO
NotJumpARB<$100
Filip Misolic

Invested

$2,673.13

Value

$2.4K

PnL

-$269.88

Record

43%

10231-13295 (23526)

Both legs:

Juan Pablo Varillas$210.2710.3¢+$1.1K
Filip Misolic$2,462.8780.9¢$-1.4K
CA
CandleHammerDrumsCTR
Filip Misolic

Invested

$2,518.88

Value

$1.1K

PnL

$-1.4K

Record

52%

6722-6264 (12986)

TH
thestingsnake
Juan Pablo Varillas

Invested

$801.63

Value

$754.61

PnL

+$229.47

Record

60%

4234-2832 (7066)

LI
LightParadox
Juan Pablo Varillas

Invested

$347.68

Value

$685.11

PnL

+$337.43

Record

53%

921-802 (1723)

EU
EulhunterARB<$100
Filip Misolic

Invested

$544.46

Value

$296.32

PnL

-$248.14

Record

54%

6063-5072 (11135)

Both legs:

Filip Misolic$489.3390.5¢-$294.57
Juan Pablo Varillas$55.1334.7¢+$46.43
TRCM
Juan Pablo Varillas

Invested

$116.44

Value

$240

PnL

+$123.56

Record

55%

4006-3232 (7238)

MA
marketmesh
Juan Pablo Varillas

Invested

$120.8

Value

$199.56

PnL

+$2.36

Record

58%

101-72 (173)

VE
Venusian
Juan Pablo Varillas

Invested

$107.19

Value

$177.6

PnL

+$70.41

Record

53%

928-828 (1756)

nigiri99
Juan Pablo Varillas

Invested

$79.76

Value

$134.4

PnL

+$3.19

Record

46%

8263-9657 (17920)

0X
0xD9E0AACa471f48F91A26E8669A805f2ARB<$100
Filip Misolic

Invested

$82.6

Value

$68.24

PnL

-$14.35

Record

52%

14128-12900 (27028)

Both legs:

Filip Misolic$77.677.1¢-$41.35
Juan Pablo Varillas$510¢+$27
NA
NatoAlfista<$100
Juan Pablo Varillas

Invested

$24.22

Value

$49.92

PnL

+$25.7

Record

50%

4090-4063 (8153)

CI
cigarettes<$100
Juan Pablo Varillas

Invested

$18

Value

$32

PnL

+$14

Record

54%

22041-19146 (41187)

BI
BillBenter2026<$100
Juan Pablo Varillas

Invested

$24.26

Value

$26.88

PnL

+$2.62

Record

57%

18992-14056 (33048)

0xheavy888CTR<$100
Filip Misolic

Invested

$18.23

Value

$17.66

PnL

-$0.57

Record

56%

7605-6096 (13701)

DI
dips.CTR<$100
Filip Misolic

Invested

$31.54

Value

$11.52

PnL

-$20.02

Record

47%

10150-11471 (21621)

rayvanmechelenCTR<$100
Filip Misolic

Invested

$10

Value

$6.48

PnL

-$3.52

Record

74%

2373-823 (3196)

0X
0x99F0d31fdced5B3A0e5Ee2867730A6644a6C9495-1779037126382<$100
Juan Pablo Varillas

Invested

$2.7

Value

$4.21

PnL

+$1.51

Record

45%

10667-12831 (23498)

SC
SchruteBucksCTR
Filip Misolic

Invested

$215.12

Value

$1.23

PnL

+$5.89

Record

56%

1909-1473 (3382)

VeryLucky888CTR<$100
Filip Misolic

Invested

$1.8

Value

$1.08

PnL

-$0.72

Record

58%

44668-32527 (77195)

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EV Calculator

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

Break-even chance38.2%

36.0¢ 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
+$162.02
Max Loss
-$100.00
Shares
262.0

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
0x3a7956e9...b13ba1
Slug
atp-misolic-varilla-2026-11-03
Trade on Polymarket