Smart money holds the underdog side
Most tracked traders hold Texans, while the market favors Browns (51%). 3 of 6 traders hold an outcome priced under 50%.

Spread: Texans (-4.5)
3 of 6 top Polymarket traders hold Texans (50%) · Texans at 50¢ · $3K held · ends Nov 15
⚖️
Neutral
Texans
6
Texans 50%
2 arb excluded
$3.4K
-$5.01
50.8¢ → 49.5¢
-3% since entry · 3 traders
Research grade
NeutralTexans at 50%
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
3 of 6 top traders (50%)Underdog side (market favors Browns 51%)2 arbitrage traders dimmed3 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
3 traders
Top 2 hold 99%
Freshness
Mature
13h old
Flip Quality
Clean
0 consensus flips
50% of non-arb traders are on Texans. Concentration is driven by the top two positions owning 99% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() nigiri99 | Brownsavg 49.4¢ | $1.3K | $1.3K | +$15.62 | 52% 499-463 (962) |
DA darkumbreon88CTR | Texansavg 51¢ | $1.2K | $1.1K | -$22.92 | 62% 1023-638 (1661) |
38 38791873984189CTR | Texansavg 50.3¢ | $502.25 | $400.54 | -$0.69 | 48% 2922-3218 (6140) |
NM NM-PARB<$100 | Texansavg 50¢ | $245 | $250 | +$5 | 60% 3726-2536 (6262) |
| └ Texans leg | Texansavg 50¢ | $125 | $125 | +$0 | |
| └ Browns leg | Brownsavg 48¢ | $120 | $125 | +$5 | |
GC GC-PARB<$100 | Texansavg 50¢ | $160.08 | $161.54 | +$1.46 | 36% 317-553 (870) |
| └ Texans leg | Texansavg 50¢ | $125 | $125 | +$0 | |
| └ Browns leg | Brownsavg 48¢ | $35.08 | $36.54 | +$1.46 | |
![]() VeryLucky888<$100 | Brownsavg 48¢ | $58.38 | $40.73 | +$2.03 | 53% 1179-1029 (2208) |
DV dv-pm<$100 | Brownsavg 49¢ | $35.77 | $36.5 | +$0.73 | 40% 25-38 (63) |
PA Pan9XCTR<$100 | Texansavg 49.8¢ | $13.01 | $13.23 | +$0.22 | 49% 1329-1376 (2705) |
nigiri99Invested
$1,308.38
Value
$1.3K
PnL
+$15.62
Record
52%
499-463 (962)
Invested
$1,168.85
Value
$1.1K
PnL
-$22.92
Record
62%
1023-638 (1661)
Invested
$502.25
Value
$400.54
PnL
-$0.69
Record
48%
2922-3218 (6140)
Invested
$245
Value
$250
PnL
+$5
Record
60%
3726-2536 (6262)
Both legs:
Invested
$160.08
Value
$161.54
PnL
+$1.46
Record
36%
317-553 (870)
Both legs:
VeryLucky888<$100Invested
$58.38
Value
$40.73
PnL
+$2.03
Record
53%
1179-1029 (2208)
Invested
$35.77
Value
$36.5
PnL
+$0.73
Record
40%
25-38 (63)
Invested
$13.01
Value
$13.23
PnL
+$0.22
Record
49%
1329-1376 (2705)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
49.5¢ price + 1.0¢ spread + 1.2¢ 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.