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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Panthers, while the market favors Broncos (57%). 9 of 11 traders hold an outcome priced under 50%.

Broncos vs. Panthers

9 of 11 top Polymarket traders hold Panthers (82%) · Panthers at 43¢ · $3K held · ends Nov 8

Broncos57¢Panthers43¢Ends Sun, Nov 8, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Panthers

Consensus Traders

11

Panthers 82%

Total Value

$3.4K

Combined PnL

$39.79

Smart Money Entry

41.8¢ → 42.5¢

+2% since entry · 9 traders

Research grade

NeutralPanthers at 43%

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 %).

  • 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

Panthers

9 of 11 top traders (82%)Underdog side (market favors Broncos 57%)9 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Broncos57%
Panthers43%

Smart Money Breakdown by Outcome

Broncos2 traders
Total Value$1.5K
Total Shares2,522
Combined PnL-$17.84
Panthers9 traders
Total Value$2.0K
Total Shares4,642
Combined PnL+$57.63
Broncos — 18%Panthers — 82%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

9 traders

Top 2 hold 63%

Freshness

Late

59h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBalanced

82% of non-arb traders are on Panthers. Concentration is driven by the top two positions owning 63% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whalePanthers 75% · 4
Aligned
sharpPanthers 100% · 2
Aligned
ctrPanthers 86% · 7
Aligned
Hand-pickedPanthers 100% · 1
Aligned
Top 1000Panthers 80% · 10
Aligned

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EV Calculator

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

Break-even chance44.7%

42.5¢ 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
+$123.57
Max Loss
-$100.00
Shares
223.6

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
0x3a6c1592...a611e7
Slug
nfl-den-car-2026-11-08
Trade on Polymarket