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Smart money holds the underdog side

Most tracked traders hold Mercer Bears, while the market favors Georgia Southern Eagles (70%). 6 of 7 traders hold an outcome priced under 50%.

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

Mercer Bears vs. Georgia Southern Eagles

6 of 7 top Polymarket traders hold Mercer Bears (86%) · Mercer Bears at 30¢ · $2K held · ended Nov 11

Mercer Bears30¢Georgia Southern Eagles70¢Ended Wed, Nov 11, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Mercer Bears

Consensus Traders

7

Mercer Bears 86%

1 arb excluded

Total Value

$1.6K

Combined PnL

-$207.02

Smart Money Entry

45¢ → 30¢

-33% since entry · 6 traders

Research grade

AvoidMercer Bears at 30%

Matches a pattern that lost clearly more than the plain consensus in our tests.

  • BasketballFull year, out of sample: basketball lost −4.8 % a trade (n 1,747, 95 % CI −9.2 to +0.3); Oct 22 backtest: −12.0 % and −9.2 % in its two windows.
  • 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

Mercer Bears

6 of 7 top traders (86%)Underdog side (market favors Georgia Southern Eagles 70%)1 arbitrage trader dimmed6 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Mercer Bears30%
Georgia Southern Eagles70%

Smart Money Breakdown by Outcome

Mercer Bears6 traders
Total Value$1.5K
Total Shares3,784
Combined PnL-$206.55
Georgia Southern Eagles1 trader
Total Value$5.07
Total Shares8
Combined PnL-$0.48
Mercer Bears — 86%Georgia Southern Eagles — 14%

Signal Intelligence

Momentum

Surging

+6 pts consensus

Breadth

6 traders

Top 2 hold 88%

Freshness

Fresh

2h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

86% of non-arb traders are on Mercer Bears. Concentration is driven by the top two positions owning 88% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrMercer Bears 80% · 5
Aligned
Hand-pickedMercer Bears 100% · 1
Aligned
Top 1000Mercer Bears 83% · 6
Aligned

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EV Calculator

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

Break-even chance32.1%

30.0¢ 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
+$211.82
Max Loss
-$100.00
Shares
311.8

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
0x698da10c...76a2cf
Slug
cbb-merc-gas-2026-11-10
Trade on Polymarket