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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Ball State, while the market favors Buffalo (99%). 2 of 8 traders hold an outcome priced under 50%.

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

Spread: Buffalo (-7.5)

2 of 8 top Polymarket traders hold Ball State (25%) · Ball State at 1.1¢ · $879 held · ended Nov 12

Buffalo99¢Ball State1¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Ball State

Consensus Traders

8

Ball State 25%

Total Value

$878.84

Combined PnL

$-1.0K

Smart Money Entry

76.4¢ → 1.1¢

-99% since entry · 2 traders

Research grade

AvoidBall State at 1%

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

  • Consensus side under 30¢Full year, out of sample: 0.05–0.30 lost −8.1 % a trade (n 11,568), under 0.20 −20.5 % (n 3,615). Oct 22 backtest: −29.5 % (n 1,625). The strongest effect in every test.
  • 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.

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

Ball State

2 of 8 top traders (25%)Underdog side (market favors Buffalo 99%)2 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Buffalo99%
Ball State1%

Smart Money Breakdown by Outcome

Ball State2 traders
Total Value$223.72
Total Shares1,702
Combined PnL$-1.1K
Buffalo6 traders
Total Value$655.12
Total Shares2,573
Combined PnL+$51.45
Ball State — 25%Buffalo — 75%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

2 traders

Top 2 hold 100%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

25% of non-arb traders are on Ball State. Concentration is driven by the top two positions owning 100% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrBuffalo 75% · 4
Diverging
Hand-pickedBuffalo 100% · 1
Diverging
Top 1000Buffalo 75% · 8
Diverging

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EV Calculator

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

Break-even chance2.2%

1.1¢ price + 1.0¢ spread + 0.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$4439.69
Max Loss
-$100.00
Shares
4539.7

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
0x69a510e5...71bb0b
Slug
cfb-buf-ballst-2026-11-11-spread-away-7pt5
Trade on Polymarket