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Seoul: August Holmgren vs Jay Dylan Friend

6 of 8 top Polymarket traders hold Jay Dylan Friend (75%) · Jay Dylan Friend at 100¢ · $12K held · ends Nov 3

August Holmgren<1¢Jay Dylan Friend>99¢Ends Tue, Nov 3, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Jay Dylan Friend

Consensus Traders

8

Jay Dylan Friend 75%

2 arb excluded

Total Value

$11.7K

Combined PnL

$81.29

Smart Money Entry

81.8¢ → 100¢

+22% since entry · 6 traders

Research grade

NeutralJay Dylan Friend at 100%

No measured edge either way. The plain consensus (5+ holders, 60 %+, held to resolution) lost −4.8 % a trade after costs (n 10,051, 95 % CI −6.5 to −3.1 %).

  • Side priced over 95¢0.90–0.99 was −0.2 % a trade (n 4,210); above 95¢ little is left to win and the backtests' bands stop at 0.95.

Backtest of Oct 22 2026: one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees. The grade never goes above “Research candidate”: no rule passed the multiple-testing check. It is not a forecast and not advice.

Smart Money Signal

Jay Dylan Friend

6 of 8 top traders (75%)2 arbitrage traders dimmed2 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity
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Outcome Probabilities

August Holmgren0%
Jay Dylan Friend100%

Smart Money Breakdown by Outcome

Jay Dylan Friend6 traders
Total Value$10.8K
Total Shares12,990
Combined PnL+$80.4
August Holmgren2 traders
Total Value$6.3
Total Shares35
Combined PnL+$0.89
Jay Dylan Friend — 75%August Holmgren — 25%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

4 traders

Top 2 hold 99%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

80% of non-arb traders are on Jay Dylan Friend. Concentration is driven by the top two positions owning 99% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleJay Dylan Friend 100% · 2
Aligned
ctrJay Dylan Friend 100% · 2
Aligned
Hand-pickedJay Dylan Friend 100% · 2
Aligned
Top 1000Jay Dylan Friend 75% · 4
Aligned

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EV Calculator

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

Break-even chance99.9%

100.0¢ price + 1.0¢ spread + 0.0¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$0.10
Max Loss
-$100.00
Shares
100.1

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
0xa3df9a83...dde579
Slug
atp-holmgre-friend-2026-10-26
Trade on Polymarket