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Smart money holds the underdog side

Most tracked traders hold Colorado, while the market favors Houston (78%). 5 of 5 traders hold an outcome priced under 50%.

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

Houston vs. Colorado

5 of 5 top Polymarket traders hold Colorado (100%) · Colorado at 23¢ · $216 held · ends Nov 14

Houston78¢Colorado22¢Ends Sat, Nov 14, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Colorado

Consensus Traders

5

Colorado 100%

Total Value

$216.16

Combined PnL

$9.48

Smart Money Entry

21¢ → 22.5¢

+7% since entry · 5 traders

Research grade

AvoidColorado at 23%

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.

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

Colorado

5 of 5 top traders (100%)Underdog side (market favors Houston 78%)5 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Houston78%
Colorado23%

Smart Money Breakdown by Outcome

Colorado5 traders
Total Value$216.16
Total Shares982
Combined PnL+$9.48

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

5 traders

Top 2 hold 88%

Freshness

Fresh

1h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

100% of non-arb traders are on Colorado. Concentration is driven by the top two positions owning 88% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrColorado 100% · 3
Aligned
Hand-pickedColorado 100% · 1
Aligned
Top 1000Colorado 100% · 4
Aligned

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EV Calculator

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

Break-even chance24.4%

22.5¢ price + 1.0¢ spread + 0.9¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$309.85
Max Loss
-$100.00
Shares
409.9

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
0x13b35f22...4772a6
Slug
cfb-hou-col-2026-11-13
Trade on Polymarket