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Smart money holds the underdog side

Most tracked traders hold Eva Maria Ionescu, while the market favors Karlin Schock (78%). 3 of 8 traders hold an outcome priced under 50%.

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

W15 Lincoln, NE: Karlin Schock vs Eva Maria Ionescu

3 of 8 top Polymarket traders hold Eva Maria Ionescu (38%) · Eva Maria Ionescu at 23¢ · $2K held · ends Nov 19

Karlin Schock78¢Eva Maria Ionescu22¢Ends Thu, Nov 19, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Eva Maria Ionescu

Consensus Traders

8

Eva Maria Ionescu 38%

1 arb excluded

Total Value

$1.6K

Combined PnL

$26.88

Smart Money Entry

40.9¢ → 22.5¢

-45% since entry · 3 traders

Research grade

AvoidEva Maria Ionescu at 23%

Matches a pattern that lost clearly more than the plain consensus in our tests.

  • Consensus side under 30¢Full year, out of sample: 0.05–0.30 lost −8.1 % a trade (n 11,568), under 0.20 −20.5 % (n 3,615). Oct 22 backtest: −29.5 % (n 1,625). The strongest effect in every test.
  • Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.

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

Eva Maria Ionescu

3 of 8 top traders (38%)Underdog side (market favors Karlin Schock 78%)1 arbitrage trader dimmed3 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Karlin Schock78%
Eva Maria Ionescu23%

Smart Money Breakdown by Outcome

Eva Maria Ionescu3 traders
Total Value$181.44
Total Shares565
Combined PnL-$49.43
Karlin Schock5 traders
Total Value$358.52
Total Shares575
Combined PnL+$76.31
Eva Maria Ionescu — 38%Karlin Schock — 62%

Signal Intelligence

Momentum

Flat

-12 pts consensus

Breadth

3 traders

Top 2 hold 91%

Freshness

Fresh

1h old

Flip Quality

Watch

1 consensus flip

Breadth vs concentrationCrowded

38% of non-arb traders are on Eva Maria Ionescu. Concentration is driven by the top two positions owning 91% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
The hand-picked list (1 on Eva Maria Ionescu) and the top 1000 (7 on Karlin Schock) disagree here.
sharpEva Maria Ionescu 100% · 1
Aligned
ctrKarlin Schock 60% · 5
Diverging
Hand-pickedEva Maria Ionescu 100% · 1
Aligned
Top 1000Karlin Schock 71% · 7
Diverging

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EV Calculator

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

Break-even chance24.4%

22.5¢ price + 1.0¢ spread + 0.9¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$309.85
Max Loss
-$100.00
Shares
409.9

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
0x2c7847bb...69b951
Slug
itf-schock1-ionesc2-2026-11-12
Trade on Polymarket