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Smart money holds the underdog side

Most tracked traders hold Jets, while the market favors Raiders (51%). 4 of 6 traders hold an outcome priced under 50%.

Spread: Jets (-1.5)

4 of 6 top Polymarket traders hold Jets (67%) · Jets at 50¢ · $8K held · ends Nov 1

Jets50¢Raiders50¢Ends Sun, Nov 1, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Jets

Consensus Traders

6

Jets 67%

Total Value

$7.5K

Combined PnL

-$23.07

Smart Money Entry

49.1¢ → 49.5¢

+1% since entry · 4 traders

Research grade

NeutralJets 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.
  • 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

Jets

4 of 6 top traders (67%)Underdog side (market favors Raiders 51%)4 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Jets50%
Raiders51%

Smart Money Breakdown by Outcome

Jets4 traders
Total Value$5.5K
Total Shares11,240
Combined PnL+$16.14
Raiders2 traders
Total Value$2.0K
Total Shares3,928
Combined PnL-$39.21
Jets — 67%Raiders — 33%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

4 traders

Top 2 hold 87%

Freshness

Fresh

5h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

67% of non-arb traders are on Jets. Concentration is driven by the top two positions owning 87% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleJets 67% · 3
Aligned
sharpRaiders 50% · 2
Diverging
ctrJets 50% · 4
Aligned
Top 1000Jets 67% · 6
Aligned

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EV Calculator

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

Break-even chance51.7%

49.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$93.24
Max Loss
-$100.00
Shares
193.2

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
0xf2dbcfb9...4b1f9b
Slug
nfl-lv-nyj-2026-11-01-spread-home-1pt5
Trade on Polymarket