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Smart money holds the underdog side

Most tracked traders hold Kentucky Wildcats, while the market favors Kansas Jayhawks (51%). 4 of 5 traders hold an outcome priced under 50%.

Spread: Kansas Jayhawks (-4.5)

4 of 5 top Polymarket traders hold Kentucky Wildcats (80%) · Kentucky Wildcats at 50¢ · $62 held · ends Nov 11

Kansas Jayhawks51¢Kentucky Wildcats49¢Ends Wed, Nov 11, 2026View on Polymarket
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⚠️

Avoid

Kentucky Wildcats

Consensus Traders

5

Kentucky Wildcats 80%

Total Value

$61.61

Combined PnL

$0.39

Research grade

AvoidKentucky Wildcats at 50%

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.
  • Spread or totalOct 22 backtest: spreads and totals −14.5 % a trade in spring (95 % CI −27 to −1), +1.5 % in October: no edge.
  • 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

Kentucky Wildcats

4 of 5 top traders (80%)Underdog side (market favors Kansas Jayhawks 51%)4 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Kansas Jayhawks51%
Kentucky Wildcats50%

Smart Money Breakdown by Outcome

Kentucky Wildcats4 traders
Total Value$59.01
Total Shares118
Combined PnL+$0.32
Kansas Jayhawks1 trader
Total Value$2.6
Total Shares5
Combined PnL+$0.08
Kentucky Wildcats — 80%Kansas Jayhawks — 20%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

4 traders

Top 2 hold 80%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

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

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrKentucky Wildcats 100% · 4
Aligned
Hand-pickedKentucky Wildcats 100% · 1
Aligned
Top 1000Kentucky Wildcats 75% · 4
Aligned

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EV Calculator

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

Break-even chance51.7%

49.5¢ 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
+$93.24
Max Loss
-$100.00
Shares
193.2

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
0xfd74cff8...49fbb4
Slug
cbb-uk-kan-2026-11-10-spread-home-4pt5
Trade on Polymarket