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Smart money holds the underdog side

Most tracked traders hold Xipto Esports, while the market favors Yellow Submarine (53%). 13 of 24 traders hold an outcome priced under 50%.

Dota 2: Xipto Esports vs Yellow Submarine - Game 1 Winner

13 of 24 top Polymarket traders hold Xipto Esports (54%) · Xipto Esports at 48¢ · $71K held · ends Nov 10

Xipto Esports48¢Yellow Submarine52¢Ends Tue, Nov 10, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Xipto Esports

Consensus Traders

24

Xipto Esports 54%

6 arb excluded

Total Value

$70.6K

Combined PnL

-$133.74

Smart Money Entry

58.9¢ → 47.5¢

-19% since entry · 13 traders

Research grade

NeutralXipto Esports at 48%

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 %).

  • 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

Xipto Esports

13 of 24 top traders (54%)Underdog side (market favors Yellow Submarine 53%)6 arbitrage traders dimmed13 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Xipto Esports48%
Yellow Submarine53%

Smart Money Breakdown by Outcome

Xipto Esports13 traders
Total Value$27.7K
Total Shares53,526
Combined PnL$-3.8K
Yellow Submarine11 traders
Total Value$18.1K
Total Shares35,781
Combined PnL+$3.7K
Xipto Esports — 54%Yellow Submarine — 46%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

3 traders

Top 2 hold 99%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

43% of non-arb traders are on Xipto Esports. Concentration is driven by the top two positions owning 99% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
Top 1000Yellow Submarine 57% · 7
Diverging
SkritopoolniyARB<$100
Yellow Submarine

Invested

$9,479.16

Value

$9.7K

PnL

+$1.9K

Record

—

Both legs:

Yellow Submarine$5,042.2237.8¢+$1.6K
Xipto Esports$3,103.4250.1¢+$304
UN
UNIVERSEMVPARB<$100
Xipto Esports

Invested

$13,584.17

Value

$8.9K

PnL

-$906.61

Record

—

Both legs:

Xipto Esports$7,723.4866.3¢$-2.5K
Yellow Submarine$2,087.1732.7¢+$1.6K
0X
0xE16D3F2A5807999b358aFfD9445C3a09E45E5e30-1776429210592CTR
Xipto Esports

Invested

$6,300

Value

$6.9K

PnL

+$601.69

Record

—

Tolkonevminus2
Yellow Submarine

Invested

$7,817.92

Value

$6.1K

PnL

+$323.61

Record

—

YA
yadensCTR
Xipto Esports

Invested

$6,873.44

Value

$5.3K

PnL

$-1.6K

Record

—

GE
GeorgeReCTR
Xipto Esports

Invested

$5,988.95

Value

$4.7K

PnL

$-1.2K

Record

—

RA
RandomVibecoder
Yellow Submarine

Invested

$2,762.31

Value

$4.3K

PnL

+$1.5K

Record

—

MA
madar78
Yellow Submarine

Invested

$6,938.71

Value

$4.0K

PnL

+$1.1K

Record

—

SI
Sisyphus-CTR
Xipto Esports

Invested

$3,667.71

Value

$3.0K

PnL

-$713.05

Record

—

QW
qwerqr1251251ARB<$100
Xipto Esports

Invested

$3,863.44

Value

$2.4K

PnL

-$415.94

Record

—

Both legs:

Yellow Submarine$1,052.2241.9¢+$141.25
Xipto Esports$1,561.8166¢-$557.19
0X
0xD9E0AACa471f48F91A26E8669A805f2ARB<$100
Xipto Esports

Invested

$2,200.15

Value

$2.3K

PnL

+$82.54

Record

—

Both legs:

Yellow Submarine$963.338.2¢+$361.77
Xipto Esports$1,236.8561.4¢-$279.22
errormarginCTR
Xipto Esports

Invested

$2,500.26

Value

$2.2K

PnL

-$261.21

Record

—

0X
0xNuttawutCTR
Xipto Esports

Invested

$4,142.09

Value

$1.9K

PnL

-$147.39

Record

—

FatsLivesMatterCTR
Xipto Esports

Invested

$1,299.96

Value

$1.3K

PnL

+$9.85

Record

—

0X
0x2A97E8680FbED0fFCB4661cAc73B066dd3e12FFB-1771833636314
Yellow Submarine

Invested

$935.5

Value

$1.1K

PnL

+$131.95

Record

—

NO
nomoredream
Yellow Submarine

Invested

$594.68

Value

$1.0K

PnL

+$441.9

Record

—

WH
whosayCTR
Xipto Esports

Invested

$1,420

Value

$1.0K

PnL

-$400

Record

—

GO
GooGooGaga1CTR
Xipto Esports

Invested

$999.99

Value

$991.8

PnL

-$8.2

Record

—

TO
TommyLeePeecaARB<$100
Xipto Esports

Invested

$990.48

Value

$990.81

PnL

+$0.33

Record

—

Both legs:

Xipto Esports$638.7762.6¢-$118.58
Yellow Submarine$351.7136.6¢+$118.91
0X
0xffAaEFb5f6762Cc70cb575Da8722E8C895E38cEe-1767374935341
Yellow Submarine

Invested

$742.24

Value

$649.67

PnL

-$92.57

Record

—

II
iii252ARB<$100
Xipto Esports

Invested

$500.57

Value

$502.81

PnL

+$2.24

Record

—

Both legs:

Xipto Esports$282.3361.3¢+$3.1
Yellow Submarine$218.2438.2¢-$0.86
0X
0x746295855BE6F49fE2DA2AcCD69eA34b3Cf23Ac3-1762436472554
Yellow Submarine

Invested

$265.8

Value

$410.28

PnL

+$144.48

Record

—

AA
aaaa298
Yellow Submarine

Invested

$172.57

Value

$270.44

PnL

+$97.87

Record

—

PA
pauleta23
Yellow Submarine

Invested

$220

Value

$259.45

PnL

+$39.45

Record

—

maytopmayCTR
Xipto Esports

Invested

$197.47

Value

$151.9

PnL

-$45.57

Record

—

Chat

EV Calculator

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

Break-even chance49.7%

47.5¢ 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
+$101.01
Max Loss
-$100.00
Shares
201.0

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
0xf2f87dcf...5ea1be
Slug
dota2-xe-yes-2026-11-09-game1
Trade on Polymarket