Smart money holds the underdog side
Most tracked traders hold UCF, while the market favors Arizona State (56%). 6 of 11 traders hold an outcome priced under 50%.

Spread: Arizona State (-5.5)
6 of 11 top Polymarket traders hold UCF (55%) · UCF at 44¢ · $3K held · ended Nov 14
⚖️
Neutral
UCF
11
UCF 55%
$3.1K
-$66.06
60.2¢ → 43.5¢
-28% since entry · 6 traders
Research grade
NeutralUCF at 44%
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
6 of 11 top traders (55%)Underdog side (market favors Arizona State 56%)6 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
6 traders
Top 2 hold 76%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
75% of non-arb traders are on UCF. Concentration is driven by the top two positions owning 76% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() RN1CTR | UCFavg 62.5¢ | $1.2K | $1.0K | -$233.54 | 55% 5525-4565 (10090) |
PR primm | Arizona Stateavg 38.8¢ | $576.97 | $721.08 | +$144.11 | 60% 1016-678 (1694) |
CM cm2897 | Arizona Stateavg 33¢ | $341.88 | $492.1 | +$150.22 | 49% 1187-1228 (2415) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872CTR | UCFavg 53¢ | $759.58 | $248.88 | -$80.27 | 55% 1703-1404 (3107) |
65 6512395314597884CTR | UCFavg 62¢ | $248 | $204 | -$44 | 50% 3874-3873 (7747) |
NA NatoAlfista | Arizona Stateavg 47.8¢ | $153.98 | $170.71 | +$16.73 | 43% 198-262 (460) |
![]() TimeTravelerCTR | UCFavg 50.5¢ | $101 | $107 | +$6 | 21% 21-81 (102) |
38 38791873984189CTR | UCFavg 62¢ | $121.52 | $99.96 | -$21.56 | 47% 3383-3741 (7124) |
NO NotJump<$100 | Arizona Stateavg 49¢ | $24.5 | $24.5 | +$0 | 51% 917-874 (1791) |
PA Pan9XCTR<$100 | UCFavg 62¢ | $24.8 | $20.4 | -$4.4 | 49% 1694-1746 (3440) |
0X 0x6b25c5c4d1e681d2203297803793ad8c732b7a69<$100 | Arizona Stateavg 36¢ | $1.79 | $2.44 | +$0.65 | 50% 168-165 (333) |
RN1CTRInvested
$1,237.73
Value
$1.0K
PnL
-$233.54
Record
55%
5525-4565 (10090)
Invested
$576.97
Value
$721.08
PnL
+$144.11
Record
60%
1016-678 (1694)
Invested
$341.88
Value
$492.1
PnL
+$150.22
Record
49%
1187-1228 (2415)
Invested
$759.58
Value
$248.88
PnL
-$80.27
Record
55%
1703-1404 (3107)
Invested
$248
Value
$204
PnL
-$44
Record
50%
3874-3873 (7747)
Invested
$153.98
Value
$170.71
PnL
+$16.73
Record
43%
198-262 (460)
TimeTravelerCTRInvested
$101
Value
$107
PnL
+$6
Record
21%
21-81 (102)
Invested
$121.52
Value
$99.96
PnL
-$21.56
Record
47%
3383-3741 (7124)
Invested
$24.5
Value
$24.5
PnL
+$0
Record
51%
917-874 (1791)
Invested
$24.8
Value
$20.4
PnL
-$4.4
Record
49%
1694-1746 (3440)
Invested
$1.79
Value
$2.44
PnL
+$0.65
Record
50%
168-165 (333)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
43.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.
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
Traders in this Market

RN1
CTRUCF — $1.0K
primm
Arizona State — $721.08
cm2897
Arizona State — $492.1
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
CTRUCF — $248.88
6512395314597884
CTRUCF — $204
NatoAlfista
Arizona State — $170.71

TimeTraveler
CTRUCF — $107
38791873984189
CTRUCF — $99.96
NotJump
Arizona State — $24.5
Pan9X
CTRUCF — $20.4