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Brisbane 3: James McCabe vs Jan Kumstat

4 of 6 top Polymarket traders hold Jan Kumstat (67%) · Jan Kumstat at 65¢ · $2K held · ends Nov 16

James McCabe36¢Jan Kumstat64¢Ends Mon, Nov 16, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Jan Kumstat

Consensus Traders

6

Jan Kumstat 67%

Total Value

$2.2K

Combined PnL

$40.6

Smart Money Entry

64.7¢ → 64.5¢

+0% since entry · 4 traders

Research grade

NeutralJan Kumstat at 65%

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 %).

  • Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.

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

Jan Kumstat

4 of 6 top traders (67%)2 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

James McCabe36%
Jan Kumstat65%

Smart Money Breakdown by Outcome

Jan Kumstat4 traders
Total Value$1.6K
Total Shares2,481
Combined PnL+$7.6
James McCabe2 traders
Total Value$612.74
Total Shares1,751
Combined PnL+$33
Jan Kumstat — 67%James McCabe — 33%

Signal Intelligence

Momentum

Surging

+7 pts consensus

Breadth

4 traders

Top 2 hold 82%

Freshness

Fresh

1h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

67% of non-arb traders are on Jan Kumstat. Concentration is driven by the top two positions owning 82% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
The hand-picked list (1 on James McCabe) and the top 1000 (5 on Jan Kumstat) disagree here.
ctrJames McCabe 67% · 3
Diverging
Hand-pickedJames McCabe 100% · 1
Diverging
Top 1000Jan Kumstat 80% · 5
Aligned

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EV Calculator

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

Break-even chance66.6%

64.5¢ price + 1.0¢ spread + 1.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$50.08
Max Loss
-$100.00
Shares
150.1

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
0x9fa13c72...f73805
Slug
atp-mccabe-kumstat-2026-11-08
Trade on Polymarket