Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (69%). 1 of 2 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.
Will Justin Jefferson have 10+ receiving touchdowns in the 2026-27 NFL regular season?
1 of 2 top Polymarket traders hold Yes (50%) · Yes at 32¢ · $119 held · ends Jan 27, 2027
⚖️
Neutral
Yes
2
Yes 50%
$118.63
$56.56
Research grade
NeutralYes at 32%
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.
- Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer 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
1 of 2 top traders (50%)Underdog side (market favors No 69%)1 holds an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
ND ndb1CTR<$100 | Yesavg 8.4¢ | $9 | $80.96 | +$71.96 | 64% 1055-598 (1653) |
 Anjun<$100 | Noavg 92¢ | $50.6 | $37.68 | -$15.4 | 55% 5195-4278 (9473) |
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
31.5¢ price + 1.0¢ spread + 1.1¢ fee (Sports 5%). Win more often than this and the bet pays.
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.