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Smart money holds the underdog side

Most tracked traders hold Utah State, while the market favors San Diego State (65%). 6 of 9 traders hold an outcome priced under 50%.

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

Spread: Utah State (-2.5)

6 of 9 top Polymarket traders hold Utah State (67%) · Utah State at 36¢ · $2K held · ended Nov 15

Utah State36¢San Diego State64¢Ended Sun, Nov 15, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Utah State

Consensus Traders

9

Utah State 67%

Total Value

$1.9K

Combined PnL

-$61.92

Smart Money Entry

51.9¢ → 35.5¢

-32% since entry · 6 traders

Research grade

NeutralUtah State at 36%

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.
  • 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

Utah State

6 of 9 top traders (67%)Underdog side (market favors San Diego State 65%)6 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Utah State36%
San Diego State65%

Smart Money Breakdown by Outcome

Utah State6 traders
Total Value$1.4K
Total Shares2,841
Combined PnL-$54.89
San Diego State3 traders
Total Value$516.58
Total Shares1,086
Combined PnL-$7.03
Utah State — 67%San Diego State — 33%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

5 traders

Top 2 hold 75%

Freshness

Mature

13h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

71% of non-arb traders are on Utah State. Concentration is driven by the top two positions owning 75% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleUtah State 100% · 1
Aligned
ctrSan Diego State 50% · 4
Diverging
Top 1000Utah State 71% · 7
Aligned

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EV Calculator

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

Break-even chance37.7%

35.5¢ 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
+$165.54
Max Loss
-$100.00
Shares
265.5

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
0xfe513083...e38c54
Slug
cfb-utahst-sdst-2026-11-14-spread-away-2pt5
Trade on Polymarket