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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 (68%). 8 of 12 traders hold an outcome priced under 50%.

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

Spread: Buffalo (-2.5)

8 of 12 top Polymarket traders hold Buffalo (67%) · Buffalo at 33¢ · $3K held · ended Nov 12

Buffalo33¢Ball State67¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Buffalo

Consensus Traders

12

Buffalo 67%

2 arb excluded

Total Value

$2.7K

Combined PnL

-$65.62

Smart Money Entry

48.1¢ → 32.5¢

-32% since entry · 8 traders

Research grade

NeutralBuffalo at 33%

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 %).

  • 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.
  • 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

Buffalo

8 of 12 top traders (67%)Underdog side (market favors Ball State 68%)2 arbitrage traders dimmed8 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Buffalo33%
Ball State68%

Smart Money Breakdown by Outcome

Buffalo8 traders
Total Value$1.3K
Total Shares2,857
Combined PnL-$103.83
Ball State4 traders
Total Value$446.72
Total Shares801
Combined PnL+$38.21
Buffalo — 67%Ball State — 33%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

6 traders

Top 2 hold 55%

Freshness

Mature

23h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBalanced

86% of non-arb traders are on Buffalo. Concentration is driven by the top two positions owning 55% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrBuffalo 75% · 4
Aligned
Hand-pickedBuffalo 100% · 2
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 chance34.6%

32.5¢ 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
+$188.90
Max Loss
-$100.00
Shares
288.9

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
0xb9658cb1...9e86d0
Slug
cfb-buf-ballst-2026-11-11-spread-away-2pt5
Trade on Polymarket