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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Aidan Mayo, while the market favors Stefan Kozlov (64%). 13 of 19 traders hold an outcome priced under 50%.

Historically, consensus on sides priced under 40¢ lost money after costs.

Charlottesville: Stefan Kozlov vs Aidan Mayo

13 of 19 top Polymarket traders hold Aidan Mayo (68%) · Aidan Mayo at 36¢ · $11K held · ends Nov 15

Stefan Kozlov64¢Aidan Mayo36¢Ends Sun, Nov 15, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Aidan Mayo

Consensus Traders

19

Aidan Mayo 68%

2 arb excluded

Total Value

$11.2K

Combined PnL

-$121.79

Smart Money Entry

42.9¢ → 36¢

-16% since entry · 13 traders

Research grade

NeutralAidan Mayo at 36%

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

Aidan Mayo

13 of 19 top traders (68%)Underdog side (market favors Stefan Kozlov 64%)2 arbitrage traders dimmed13 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Stefan Kozlov64%
Aidan Mayo36%

Smart Money Breakdown by Outcome

Aidan Mayo13 traders
Total Value$7.5K
Total Shares18,068
Combined PnL-$281.14
Stefan Kozlov6 traders
Total Value$2.5K
Total Shares3,774
Combined PnL+$159.35
Aidan Mayo — 68%Stefan Kozlov — 32%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

7 traders

Top 2 hold 72%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

88% of non-arb traders are on Aidan Mayo. Concentration is driven by the top two positions owning 72% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleAidan Mayo 100% · 2
Aligned
ctrAidan Mayo 100% · 6
Aligned
Hand-pickedAidan Mayo 100% · 2
Aligned
Top 1000Aidan Mayo 86% · 7
Aligned
MA
MadridTimeCTR
Aidan Mayo

Invested

$2,055.44

Value

$2.0K

PnL

-$20.55

Record

48%

2032-2230 (4262)

38
38791873984189
Stefan Kozlov

Invested

$1,771.34

Value

$1.8K

PnL

+$71.42

Record

48%

70219-75923 (146142)

VeryLucky888CTR
Aidan Mayo

Invested

$1,602.98

Value

$1.5K

PnL

-$91.97

Record

59%

52299-37045 (89344)

LI
LimousinCTR
Aidan Mayo

Invested

$1,195.32

Value

$1.1K

PnL

-$52.72

Record

49%

2102-2190 (4292)

FL
FlaznorpARB<$100
Stefan Kozlov

Invested

$1,058.7

Value

$1.0K

PnL

-$24.95

Record

51%

46870-44196 (91066)

Both legs:

Stefan Kozlov$794.1564.8¢-$28.52
Aidan Mayo$264.5537¢+$3.58
0xheavy888CTR
Aidan Mayo

Invested

$813.73

Value

$820.4

PnL

+$6.67

Record

56%

8592-6809 (15401)

TH
thestingsnakeCTR
Aidan Mayo

Invested

$516

Value

$532.5

PnL

+$16.5

Record

60%

4593-3091 (7684)

LI
LightParadoxCTR
Aidan Mayo

Invested

$489.92

Value

$457.69

PnL

-$32.23

Record

48%

2039-2213 (4252)

RN1
Stefan Kozlov

Invested

$368.79

Value

$450.47

PnL

+$81.68

Record

53%

70164-61737 (131901)

FE
ferrariChampions2026CTR
Aidan Mayo

Invested

$445.86

Value

$366.45

PnL

-$79.41

Record

46%

33216-38836 (72052)

EU
EulhunterCTR
Aidan Mayo

Invested

$277.27

Value

$257.63

PnL

-$19.64

Record

53%

6776-5929 (12705)

VE
VenusianARB<$100
Stefan Kozlov

Invested

$106.63

Value

$144.27

PnL

+$37.64

Record

48%

2079-2257 (4336)

Both legs:

Stefan Kozlov$65.9340¢+$37.09
Aidan Mayo$40.737¢+$0.55
EF
efntrickCTR
Aidan Mayo

Invested

$109.2

Value

$110.7

PnL

+$1.5

Record

49%

3711-3940 (7651)

SE
sentrioCTR
Aidan Mayo

Invested

$163.37

Value

$100.47

PnL

+$0.82

Record

51%

27916-27361 (55277)

1L
1lovejumpCTR<$100
Aidan Mayo

Invested

$91.37

Value

$82.84

PnL

-$8.53

Record

53%

848-749 (1597)

0X
0xD9E0AACa471f48F91A26E8669A805f2<$100
Stefan Kozlov

Invested

$79.96

Value

$79.06

PnL

-$0.9

Record

53%

15441-13720 (29161)

0X
0x746295855BE6F49fE2DA2AcCD69eA34b3Cf23Ac3-1762436472554CTR<$100
Aidan Mayo

Invested

$68.08

Value

$65.32

PnL

-$2.76

Record

55%

3880-3232 (7112)

PA
Pan9XCTR
Aidan Mayo

Invested

$111

Value

$64.82

PnL

+$1.2

Record

52%

27099-24604 (51703)

machinelearned<$100
Stefan Kozlov

Invested

$51.2

Value

$57.5

PnL

+$6.3

Record

54%

10221-8698 (18919)

PA
pauleta23<$100
Stefan Kozlov

Invested

$16.45

Value

$15.58

PnL

-$0.87

Record

65%

25410-13589 (38999)

OM
omnibus-076daa<$100
Stefan Kozlov

Invested

$5.42

Value

$7.13

PnL

+$1.71

Record

50%

23433-23429 (46862)

Chat

EV Calculator

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

Break-even chance38.2%

36.0¢ 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
+$162.02
Max Loss
-$100.00
Shares
262.0

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
0x0d59ce5c...47c4c9
Slug
atp-kozlov-mayo-2026-11-08
Trade on Polymarket