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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Buffalo, while the market favors Ball State (71%). 7 of 9 traders hold an outcome priced under 50%.

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

Spread: Buffalo (-1.5)

7 of 9 top Polymarket traders hold Buffalo (78%) · Buffalo at 29¢ · $7K held · ended Nov 12

Buffalo29¢Ball State71¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Buffalo

Consensus Traders

9

Buffalo 78%

3 arb excluded

Total Value

$6.8K

Combined PnL

$229.04

Smart Money Entry

46.1¢ → 29¢

-37% since entry · 7 traders

Research grade

AvoidBuffalo at 29%

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.
  • Spread or totalOct 22 backtest: spreads and totals −14.5 % a trade in spring (95 % CI −27 to −1), +1.5 % in October: no edge.

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

Buffalo

7 of 9 top traders (78%)Underdog side (market favors Ball State 71%)3 arbitrage traders dimmed7 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Buffalo29%
Ball State71%

Smart Money Breakdown by Outcome

Buffalo7 traders
Total Value$4.3K
Total Shares9,332
Combined PnL-$18.09
Ball State2 traders
Total Value$1.8K
Total Shares2,767
Combined PnL+$247.13
Buffalo — 78%Ball State — 22%

Signal Intelligence

Momentum

Surging

-3 pts consensus

Breadth

5 traders

Top 2 hold 86%

Freshness

Fresh

1h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

83% of non-arb traders are on Buffalo. Concentration is driven by the top two positions owning 86% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrBuffalo 67% · 3
Aligned
Hand-pickedBuffalo 100% · 1
Aligned
Top 1000Buffalo 80% · 5
Aligned

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EV Calculator

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

Break-even chance31.1%

29.0¢ price + 1.0¢ spread + 1.0¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$222.06
Max Loss
-$100.00
Shares
322.1

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
0x9eb0e699...212c7b
Slug
cfb-buf-ballst-2026-11-11-spread-away-1pt5
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