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Smart money holds the underdog side

Most tracked traders hold Colts, while the market favors Jaguars (56%). 3 of 6 traders hold an outcome priced under 50%.

Spread: Jaguars (-8.5)

3 of 6 top Polymarket traders hold Colts (50%) · Colts at 45¢ · $14K held · ends Nov 1

Jaguars56¢Colts44¢Ends Sun, Nov 1, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Colts

Consensus Traders

6

Colts 50%

Total Value

$13.7K

Combined PnL

$771.06

Smart Money Entry

44¢ → 44.5¢

+1% since entry · 3 traders

Research grade

NeutralColts at 45%

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.
  • 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

Colts

3 of 6 top traders (50%)Underdog side (market favors Jaguars 56%)3 hold an outcome priced under 50%1 small position dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Jaguars56%
Colts45%

Smart Money Breakdown by Outcome

Colts3 traders
Total Value$7.3K
Total Shares16,324
Combined PnL+$128.35
Jaguars3 traders
Total Value$6.4K
Total Shares11,504
Combined PnL+$642.72
Colts — 50%Jaguars — 50%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

3 traders

Top 2 hold 100%

Freshness

Late

114h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

50% of non-arb traders are on Colts. Concentration is driven by the top two positions owning 100% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
The hand-picked list (1 on Colts) and the top 1000 (5 on Jaguars) disagree here.
whaleColts 100% · 1
Aligned
ctrJaguars 75% · 4
Diverging
Hand-pickedColts 100% · 1
Aligned
Top 1000Jaguars 60% · 5
Diverging

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EV Calculator

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

Break-even chance46.7%

44.5¢ 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
+$113.95
Max Loss
-$100.00
Shares
214.0

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
0xd3501351...a107bf
Slug
nfl-ind-jax-2026-11-01-spread-home-8pt5
Trade on Polymarket