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Orleans: Sebastian Baez vs Daniil Glinka

6 of 7 top Polymarket traders hold Sebastian Baez (86%) · Sebastian Baez at 51¢ · $4K held · ends Nov 16

Sebastian Baez51¢Daniil Glinka49¢Ends Mon, Nov 16, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Sebastian Baez

Consensus Traders

7

Sebastian Baez 86%

2 arb excluded

Total Value

$3.9K

Combined PnL

$51.54

Smart Money Entry

49.4¢ → 50.5¢

+2% since entry · 6 traders

Research grade

NeutralSebastian Baez at 51%

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 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

Sebastian Baez

6 of 7 top traders (86%)2 arbitrage traders dimmed1 holds an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Sebastian Baez51%
Daniil Glinka50%

Smart Money Breakdown by Outcome

Sebastian Baez6 traders
Total Value$2.0K
Total Shares3,861
Combined PnL+$49.77
Daniil Glinka1 trader
Total Value$28.3
Total Shares59
Combined PnL+$1.77
Sebastian Baez — 86%Daniil Glinka — 14%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

6 traders

Top 2 hold 87%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

86% of non-arb traders are on Sebastian Baez. 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
sharpSebastian Baez 100% · 1
Aligned
ctrSebastian Baez 75% · 4
Aligned
Hand-pickedSebastian Baez 100% · 1
Aligned
Top 1000Sebastian Baez 83% · 6
Aligned

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EV Calculator

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

Break-even chance52.7%

50.5¢ 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
+$89.58
Max Loss
-$100.00
Shares
189.6

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
0x55cb3f3a...b3f845
Slug
atp-baez-glinka-2026-11-09
Trade on Polymarket