
Spread: Rams (-5.5)
5 of 11 top Polymarket traders hold Commanders (45%) · Commanders at 70¢ · $22K held · ended Nov 8
⚖️
Neutral
Commanders
11
Commanders 45%
3 arb excluded
$21.8K
$3.6K
50.1¢ → 69.5¢
+39% since entry · 5 traders
Research grade
NeutralCommanders at 70%
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.
- 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
5 of 11 top traders (45%)3 arbitrage traders dimmed6 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+7 pts consensus
Breadth
5 traders
Top 2 hold 97%
Freshness
Late
92h old
Flip Quality
Clean
0 consensus flips
45% of non-arb traders are on Commanders. Concentration is driven by the top two positions owning 97% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
MO monkeymashingkeyboard | Commandersavg 50¢ | $7.1K | $10.2K | +$3.1K | 53% 680-594 (1274) |
IC ic4cream | Commandersavg 50¢ | $7.4K | $7.9K | +$495.36 | 56% 2873-2262 (5135) |
HO HomeRunHazardCTR | Ramsavg 45¢ | $1.3K | $1.3K | +$22.39 | 54% 19973-16852 (36825) |
GC GC-PARB<$100 | Commandersavg 54¢ | $726.2 | $731.53 | +$5.32 | 57% 22226-16583 (38809) |
| └ Commanders leg | Commandersavg 54¢ | $405 | $536.25 | +$3.75 | |
| └ Rams leg | Ramsavg 45.3¢ | $310.18 | $195.28 | +$1.57 | |
NM NM-PARB<$100 | Commandersavg 54¢ | $640 | $500 | +$90 | 57% 22335-16609 (38944) |
| └ Commanders leg | Commandersavg 54¢ | $270 | $357.5 | +$87.5 | |
| └ Rams leg | Ramsavg 46¢ | $230 | $142.5 | +$2.5 | |
38 38791873984189CTR | Ramsavg 45¢ | $377.12 | $397.28 | +$20.15 | 48% 70249-75962 (146211) |
0X 0x760907C8840491c8C86fdDB843D3f1d801786C4e-1771959662080 | Commandersavg 54.9¢ | $415.37 | $296.99 | +$68.71 | 50% 2205-2180 (4385) |
65 6512395314597884 | Commandersavg 54¢ | $236 | $153.26 | +$30.5 | 51% 5657-5508 (11165) |
0X 0x9b11866433281ade9f2811dbde8acdefc45f5375ARB<$100 | Ramsavg 30.8¢ | $162.17 | $124.08 | -$38.09 | 50% 5197-5095 (10292) |
| └ Commanders leg | Commandersavg 73¢ | $69.67 | $82.08 | +$12.41 | |
| └ Rams leg | Ramsavg 30.8¢ | $92.5 | $42 | -$50.5 | |
BR BreakTheBankCTR | Ramsavg 40.5¢ | $198.05 | $117.36 | -$80.69 | 41% 643-941 (1584) |
HE HerdoniaCTR<$100 | Ramsavg 48.9¢ | $34 | $31.05 | -$2.96 | 50% 4153-4222 (8375) |
MA MadridTimeCTR<$100 | Ramsavg 50¢ | $86.34 | $24.61 | -$18.56 | 47% 2072-2311 (4383) |
PA Pan9X<$100 | Commandersavg 50¢ | $22.18 | $16.35 | +$4.01 | 52% 27203-24713 (51916) |
VE VenusianCTR<$100 | Ramsavg 27¢ | $25.77 | $13.36 | -$12.41 | 48% 2117-2339 (4456) |
Invested
$7,121.12
Value
$10.2K
PnL
+$3.1K
Record
53%
680-594 (1274)
Invested
$7,375.36
Value
$7.9K
PnL
+$495.36
Record
56%
2873-2262 (5135)
Invested
$1,285.09
Value
$1.3K
PnL
+$22.39
Record
54%
19973-16852 (36825)
Invested
$726.2
Value
$731.53
PnL
+$5.32
Record
57%
22226-16583 (38809)
Both legs:
Invested
$640
Value
$500
PnL
+$90
Record
57%
22335-16609 (38944)
Both legs:
Invested
$377.12
Value
$397.28
PnL
+$20.15
Record
48%
70249-75962 (146211)
Invested
$415.37
Value
$296.99
PnL
+$68.71
Record
50%
2205-2180 (4385)
Invested
$236
Value
$153.26
PnL
+$30.5
Record
51%
5657-5508 (11165)
Invested
$162.17
Value
$124.08
PnL
-$38.09
Record
50%
5197-5095 (10292)
Both legs:
Invested
$198.05
Value
$117.36
PnL
-$80.69
Record
41%
643-941 (1584)
Invested
$34
Value
$31.05
PnL
-$2.96
Record
50%
4153-4222 (8375)
Invested
$86.34
Value
$24.61
PnL
-$18.56
Record
47%
2072-2311 (4383)
Invested
$22.18
Value
$16.35
PnL
+$4.01
Record
52%
27203-24713 (51916)
Invested
$25.77
Value
$13.36
PnL
-$12.41
Record
48%
2117-2339 (4456)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
69.5¢ price + 1.0¢ spread + 1.0¢ 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
monkeymashingkeyboard
Commanders — $10.2K
ic4cream
Commanders — $7.9K
HomeRunHazard
CTRRams — $1.3K
GC-P
ARBArbitrage — excluded
NM-P
ARBArbitrage — excluded
38791873984189
CTRRams — $397.28
0x760907C8840491c8C86fdDB843D3f1d801786C4e-1771959662080
Commanders — $296.99
6512395314597884
Commanders — $153.26
0x9b11866433281ade9f2811dbde8acdefc45f5375
ARBArbitrage — excluded
BreakTheBank
CTRRams — $117.36