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Commanders vs. Giants

7 of 14 top Polymarket traders hold Giants (50%) · Giants at 56¢ · $10K held · ends Nov 13

Commanders44¢Giants56¢Ends Fri, Nov 13, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Giants

Consensus Traders

14

Giants 50%

1 arb excluded

Total Value

$10.2K

Combined PnL

$52.82

Smart Money Entry

55.9¢ → 56.5¢

+1% since entry · 7 traders

Research grade

NeutralGiants at 56%

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 50–60¢Full year, out of sample: 0.50–0.70 lost −2.9 % a trade (n 23,546, 95 % CI −3.9 to −1.9).

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

Giants

7 of 14 top traders (50%)1 arbitrage trader dimmed7 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Commanders44%
Giants56%

Smart Money Breakdown by Outcome

Giants7 traders
Total Value$8.1K
Total Shares14,371
Combined PnL+$85.15
Commanders7 traders
Total Value$1.9K
Total Shares4,222
Combined PnL-$32.33
Giants — 50%Commanders — 50%

Signal Intelligence

Momentum

Surging

-13 pts consensus

Breadth

6 traders

Top 2 hold 87%

Freshness

Late

51h old

Flip Quality

Watch

1 consensus flip

Breadth vs concentrationCrowded

50% of non-arb traders are on Giants. Concentration is driven by the top two positions owning 87% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrCommanders 57% · 7
Diverging
Top 1000Giants 50% · 12
Aligned

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EV Calculator

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

Break-even chance58.7%

56.5¢ 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
+$70.29
Max Loss
-$100.00
Shares
170.3

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
0x3e226608...b92321
Slug
nfl-was-nyg-2026-11-13
Trade on Polymarket