Smart money holds the underdog side
Most tracked traders hold Chiefs, while the market favors Falcons (70%). 7 of 11 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Spread: Chiefs (-10.5)
7 of 11 top Polymarket traders hold Chiefs (64%) · Chiefs at 31¢ · $1K held · ended Nov 15
⚖️
Neutral
Chiefs
11
Chiefs 64%
$1.1K
-$63.52
45.3¢ → 30.5¢
-33% since entry · 7 traders
Research grade
NeutralChiefs at 31%
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.
- 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
7 of 11 top traders (64%)Underdog side (market favors Falcons 70%)7 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
7 traders
Top 2 hold 65%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
64% of non-arb traders are on Chiefs. Concentration is driven by the top two positions owning 65% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
AN Anon455 | Falconsavg 59¢ | $246.46 | $217.88 | -$28.57 | 49% 486-502 (988) |
0X 0x9b11866433281ade9f2811dbde8acdefc45f5375CTR | Chiefsavg 46¢ | $255.56 | $213.89 | -$41.67 | 51% 572-546 (1118) |
TA takeormakeCTR | Chiefsavg 41¢ | $169.74 | $211.14 | +$41.4 | 57% 3682-2769 (6451) |
65 6512395314597884 | Falconsavg 53.3¢ | $178.5 | $204.87 | +$26.37 | 50% 4049-4056 (8105) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872CTR | Chiefsavg 48¢ | $240 | $192.5 | -$47.5 | 54% 1975-1650 (3625) |
KE keeptheblueflagflyinghigh<$100 | Falconsavg 52¢ | $23.87 | $28.23 | +$4.36 | 50% 2863-2911 (5774) |
NO NotJumpCTR<$100 | Chiefsavg 47.4¢ | $26.05 | $21.18 | -$4.88 | 50% 1156-1164 (2320) |
MA MadridTimeCTR<$100 | Chiefsavg 44¢ | $26.47 | $17.15 | -$9.32 | 38% 1375-2208 (3583) |
![]() RN1CTR<$100 | Chiefsavg 47¢ | $13.06 | $11.09 | -$1.97 | 54% 6042-5119 (11161) |
PA Pan9XCTR<$100 | Chiefsavg 42¢ | $7.24 | $6.64 | -$0.6 | 50% 2197-2203 (4400) |
BO BoomLaLa<$100 | Falconsavg 74¢ | $3.84 | $2.7 | -$1.14 | 39% 234-370 (604) |
Invested
$246.46
Value
$217.88
PnL
-$28.57
Record
49%
486-502 (988)
Invested
$255.56
Value
$213.89
PnL
-$41.67
Record
51%
572-546 (1118)
Invested
$169.74
Value
$211.14
PnL
+$41.4
Record
57%
3682-2769 (6451)
Invested
$178.5
Value
$204.87
PnL
+$26.37
Record
50%
4049-4056 (8105)
Invested
$240
Value
$192.5
PnL
-$47.5
Record
54%
1975-1650 (3625)
Invested
$23.87
Value
$28.23
PnL
+$4.36
Record
50%
2863-2911 (5774)
Invested
$26.05
Value
$21.18
PnL
-$4.88
Record
50%
1156-1164 (2320)
Invested
$26.47
Value
$17.15
PnL
-$9.32
Record
38%
1375-2208 (3583)
RN1CTR<$100Invested
$13.06
Value
$11.09
PnL
-$1.97
Record
54%
6042-5119 (11161)
Invested
$7.24
Value
$6.64
PnL
-$0.6
Record
50%
2197-2203 (4400)
Invested
$3.84
Value
$2.7
PnL
-$1.14
Record
39%
234-370 (604)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
30.5¢ 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.
Market Info
Traders in this Market
Anon455
Falcons — $217.88
0x9b11866433281ade9f2811dbde8acdefc45f5375
CTRChiefs — $213.89
takeormake
CTRChiefs — $211.14
6512395314597884
Falcons — $204.87
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
CTRChiefs — $192.5
keeptheblueflagflyinghigh
Falcons — $28.23
NotJump
CTRChiefs — $21.18
MadridTime
CTRChiefs — $17.15

RN1
CTRChiefs — $11.09
Pan9X
CTRChiefs — $6.64