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Smart money holds the underdog side

Most tracked traders hold Tennessee, while the market favors Texas A&M (51%). 3 of 8 traders hold an outcome priced under 50%.

Spread: Tennessee (-1.5)

3 of 8 top Polymarket traders hold Tennessee (38%) · Tennessee at 50¢ · $43K held · ends Nov 14

Tennessee50¢Texas A&M50¢Ends Sat, Nov 14, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Tennessee

Consensus Traders

8

Tennessee 38%

Total Value

$43.2K

Combined PnL

$230.34

Smart Money Entry

48.5¢ → 49.5¢

+2% since entry · 3 traders

Research grade

NeutralTennessee at 50%

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

Tennessee

3 of 8 top traders (38%)Underdog side (market favors Texas A&M 51%)3 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Tennessee50%
Texas A&M51%

Smart Money Breakdown by Outcome

Tennessee3 traders
Total Value$22.2K
Total Shares44,829
Combined PnL+$434.89
Texas A&M5 traders
Total Value$21.0K
Total Shares41,176
Combined PnL-$204.56
Tennessee — 38%Texas A&M — 62%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

2 traders

Top 2 hold 100%

Freshness

Fresh

2h old

Flip Quality

Watch

1 consensus flip

Breadth vs concentrationCrowded

33% of non-arb traders are on Tennessee. 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
ctrTennessee 50% · 4
Aligned
Top 1000Texas A&M 67% · 6
Diverging

Chat

EV Calculator

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

Break-even chance51.7%

49.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$93.24
Max Loss
-$100.00
Shares
193.2

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
0x540dfadf...d984b8
Slug
cfb-tenn-txam-2026-11-14-spread-away-1pt5
Trade on Polymarket