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M25 Vale do Lobo: Aleksandr Braynin vs Francisco Rocha

1 of 7 top Polymarket traders hold Francisco Rocha (14%) · Francisco Rocha at 80¢ · $6K held · ends Nov 17

Aleksandr Braynin21¢Francisco Rocha79¢Ends Tue, Nov 17, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Francisco Rocha

Consensus Traders

7

Francisco Rocha 14%

Total Value

$5.5K

Combined PnL

-$491.63

Research grade

NeutralFrancisco Rocha at 80%

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.
  • Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.

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

Francisco Rocha

1 of 7 top traders (14%)6 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Aleksandr Braynin21%
Francisco Rocha80%

Smart Money Breakdown by Outcome

Francisco Rocha1 trader
Total Value$4.8K
Total Shares6,075
Combined PnL-$836.04
Aleksandr Braynin6 traders
Total Value$678.79
Total Shares4,243
Combined PnL+$344.41
Francisco Rocha — 14%Aleksandr Braynin — 86%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

1 traders

Top 2 hold 100%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

14% of non-arb traders are on Francisco Rocha. 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
ctrAleksandr Braynin 83% · 6
Diverging
Top 1000Aleksandr Braynin 86% · 7
Diverging

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EV Calculator

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

Break-even chance81.3%

79.5¢ price + 1.0¢ spread + 0.8¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$23.02
Max Loss
-$100.00
Shares
123.0

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
0x5f77c062...948fdf
Slug
itf-brayni1-rocha3-2026-11-10
Trade on Polymarket