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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Alabama, while the market favors Vanderbilt (68%). 9 of 17 traders hold an outcome priced under 50%.

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

Spread: Alabama (-13.5)

9 of 17 top Polymarket traders hold Alabama (53%) · Alabama at 33¢ · $18K held · ended Nov 14

Alabama33¢Vanderbilt67¢Ended Sat, Nov 14, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Alabama

Consensus Traders

17

Alabama 53%

4 arb excluded

Total Value

$17.9K

Combined PnL

$288.58

Smart Money Entry

55.6¢ → 32.5¢

-42% since entry · 9 traders

Research grade

NeutralAlabama at 33%

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 %).

  • 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.
  • Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
  • 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

Alabama

9 of 17 top traders (53%)Underdog side (market favors Vanderbilt 68%)4 arbitrage traders dimmed9 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Alabama33%
Vanderbilt68%

Smart Money Breakdown by Outcome

Vanderbilt8 traders
Total Value$6.2K
Total Shares12,577
Combined PnL+$477.9
Alabama9 traders
Total Value$5.9K
Total Shares10,854
Combined PnL-$189.33
Vanderbilt — 47%Alabama — 53%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

3 traders

Top 2 hold 98%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

43% of non-arb traders are on Alabama. Concentration is driven by the top two positions owning 98% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleAlabama 100% · 1
Aligned
ctrVanderbilt 67% · 3
Diverging
Top 1000Vanderbilt 57% · 7
Diverging
PR
primm
Vanderbilt

Invested

$4,044.57

Value

$4.5K

PnL

+$475.16

Record

59%

931-653 (1584)

RN1ARB<$100
Alabama

Invested

$2,856.3

Value

$2.7K

PnL

-$128.94

Record

55%

5380-4339 (9719)

Both legs:

Vanderbilt$1,120.8147¢+$274.71
Alabama$1,735.554.1¢-$403.65
IC
ic4creamCTR
Alabama

Invested

$2,782.68

Value

$2.7K

PnL

-$94.22

Record

6%

30-460 (490)

KE
keeptheblueflagflyinghighARB<$100
Vanderbilt

Invested

$1,942.79

Value

$2.1K

PnL

+$170.47

Record

50%

2532-2495 (5027)

Both legs:

Vanderbilt$999.5641.5¢+$133.63
Alabama$943.2251¢+$36.84
HO
HomeRunHazardCTR
Alabama

Invested

$1,836.08

Value

$1.9K

PnL

+$64.67

Record

56%

3687-2847 (6534)

LI
LightParadox
Vanderbilt

Invested

$1,218.2

Value

$1.2K

PnL

-$37.29

Record

37%

977-1669 (2646)

nigiri99CTR
Alabama

Invested

$822.34

Value

$852.6

PnL

+$30.26

Record

51%

568-535 (1103)

65
6512395314597884ARB<$100
Alabama

Invested

$849.81

Value

$815.7

PnL

-$34.11

Record

50%

3807-3775 (7582)

Both legs:

Vanderbilt$39849.8¢+$66
Alabama$451.8154¢-$100.11
CM
cm2897CTR
Alabama

Invested

$373.8

Value

$271.45

PnL

-$102.35

Record

49%

1168-1203 (2371)

0X
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
Vanderbilt

Invested

$215.99

Value

$253.17

PnL

+$37.18

Record

55%

1630-1336 (2966)

PA
Pan9XARB<$100
Alabama

Invested

$335.53

Value

$128.92

PnL

+$3.52

Record

50%

1593-1619 (3212)

Both legs:

Vanderbilt$69.1656.1¢+$21.03
Alabama$71.652.3¢-$17.51
bakedbeanburrito
Vanderbilt

Invested

$127.59

Value

$127.59

PnL

+$0

Record

—

3-5 (8)

BI
biying88888CTR
Alabama

Invested

$105

Value

$76.25

PnL

-$28.75

Record

44%

203-260 (463)

AM
AmericaFirst1<$100
Vanderbilt

Invested

$63.06

Value

$66.59

PnL

+$3.53

Record

47%

99-111 (210)

MA
MadridTime<$100
Vanderbilt

Invested

$59

Value

$58.39

PnL

-$0.61

Record

37%

985-1642 (2627)

38
38791873984189CTR
Alabama

Invested

$1,021.14

Value

$51.74

PnL

-$31.83

Record

48%

3231-3545 (6776)

0X
0x8g68hBa8tyH1946Bhjb674g3fuyUIGYUi4uhflksCTR<$100
Alabama

Invested

$68.44

Value

$41.3

PnL

-$27.14

Record

54%

286-244 (530)

CUTJALENHURTS<$100
Vanderbilt

Invested

$16.98

Value

$16.39

PnL

-$0.59

Record

52%

2645-2472 (5117)

NO
NotJumpCTR<$100
Alabama

Invested

$11.6

Value

$11.7

PnL

+$0.1

Record

52%

833-779 (1612)

GH
ghorrock<$100
Vanderbilt

Invested

$7.51

Value

$8.05

PnL

+$0.54

Record

53%

1809-1607 (3416)

TO
topdogbigboiCTR<$100
Alabama

Invested

$7.7

Value

$7.63

PnL

-$0.07

Record

37%

1039-1757 (2796)

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EV Calculator

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

Break-even chance34.6%

32.5¢ 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
+$188.90
Max Loss
-$100.00
Shares
288.9

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
0xad8d9654...0df0d5
Slug
cfb-ala-vand-2026-11-14-spread-away-13pt5
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