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Smart money holds the underdog side

Most tracked traders hold Florida International, while the market favors Delaware (92%). 8 of 11 traders hold an outcome priced under 50%.

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

Spread: Delaware (-4.5)

8 of 11 top Polymarket traders hold Florida International (73%) · Florida International at 8.0¢ · $40K held · ended Nov 14

Delaware92¢Florida International8¢Ended Sat, Nov 14, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Florida International

Consensus Traders

11

Florida International 73%

Total Value

$39.6K

Combined PnL

-$393.54

Smart Money Entry

52.2¢ → 8¢

-85% since entry · 8 traders

Research grade

AvoidFlorida International at 8%

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.

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

Florida International

8 of 11 top traders (73%)Underdog side (market favors Delaware 92%)8 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Delaware92%
Florida International8%

Smart Money Breakdown by Outcome

Florida International8 traders
Total Value$23.8K
Total Shares39,988
Combined PnL+$2.9K
Delaware3 traders
Total Value$15.8K
Total Shares39,779
Combined PnL$-3.3K
Florida International — 73%Delaware — 27%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

5 traders

Top 2 hold 98%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

71% of non-arb traders are on Florida International. 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
ctrDelaware 67% · 3
Diverging
Hand-pickedFlorida International 100% · 1
Aligned
Top 1000Florida International 71% · 7
Aligned

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EV Calculator

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

Break-even chance9.4%

8.0¢ price + 1.0¢ spread + 0.4¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$962.76
Max Loss
-$100.00
Shares
1062.8

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
0x6f3db22e...e97a6c
Slug
cfb-flint-del-2026-11-14-spread-home-4pt5
Trade on Polymarket