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Smart money holds the underdog side

Most tracked traders hold Spirit, while the market favors FUT Esports (54%). 4 of 9 traders hold an outcome priced under 50%.

Map Handicap: TS (-1.5) vs FUT Esports (+1.5)

4 of 9 top Polymarket traders hold Spirit (44%) · Spirit at 47¢ · $37K held · ends Nov 11

Spirit47¢FUT Esports53¢Ends Wed, Nov 11, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Spirit

Consensus Traders

9

Spirit 44%

Total Value

$37.0K

Combined PnL

$-1.8K

Smart Money Entry

47.5¢ → 46.5¢

-2% since entry · 4 traders

Research grade

NeutralSpirit at 47%

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

Spirit

4 of 9 top traders (44%)Underdog side (market favors FUT Esports 54%)4 hold an outcome priced under 50%

Market Activity

Outcome Probabilities

Spirit47%
FUT Esports54%

Smart Money Breakdown by Outcome

Spirit4 traders
Total Value$20.4K
Total Shares43,934
Combined PnL-$441.29
FUT Esports5 traders
Total Value$16.6K
Total Shares30,955
Combined PnL$-1.4K
Spirit — 44%FUT Esports — 56%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

4 traders

Top 2 hold 86%

Freshness

Fresh

11h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

50% of non-arb traders are on Spirit. Concentration is driven by the top two positions owning 86% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrSpirit 50% · 8
Aligned
Top 1000Spirit 50% · 8
Aligned

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EV Calculator

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

Break-even chance48.7%

46.5¢ 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
+$105.14
Max Loss
-$100.00
Shares
205.1

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
0x9f8e09b4...56c3fe
Slug
cs2-ts7-fut-2026-11-11-map-handicap-away-1pt5
Trade on Polymarket