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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Jets, while the market favors Chiefs (94%). 9 of 10 traders hold an outcome priced under 50%.

Historically, consensus on sides priced under 40¢ lost money after costs.

Spread: Jets (-10.5)

9 of 10 top Polymarket traders hold Jets (90%) · Jets at 6.0¢ · $961 held · ended Nov 8

Jets6¢Chiefs94¢Ended Sun, Nov 8, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Jets

Consensus Traders

10

Jets 90%

Total Value

$961.31

Combined PnL

$16.72

Smart Money Entry

3.8¢ → 6¢

+60% since entry · 9 traders

Research grade

AvoidJets at 6%

Matches a pattern that lost clearly more than the plain consensus in our tests.

  • Consensus side under 30¢Full year, out of sample: 0.05–0.30 lost −8.1 % a trade (n 11,568), under 0.20 −20.5 % (n 3,615). Oct 22 backtest: −29.5 % (n 1,625). The strongest effect in every test.
  • 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.

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

9 of 10 top traders (90%)Underdog side (market favors Chiefs 94%)9 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Jets6%
Chiefs94%

Smart Money Breakdown by Outcome

Jets9 traders
Total Value$920.08
Total Shares22,080
Combined PnL+$16.71
Chiefs1 trader
Total Value$41.24
Total Shares43
Combined PnL+$0.01
Jets — 90%Chiefs — 10%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

9 traders

Top 2 hold 75%

Freshness

Mature

15h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

90% of non-arb traders are on Jets. Concentration is driven by the top two positions owning 75% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleJets 100% · 4
Aligned
ctrJets 83% · 6
Aligned
Top 1000Jets 90% · 10
Aligned

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EV Calculator

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

Break-even chance7.3%

6.0¢ price + 1.0¢ spread + 0.3¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$1265.09
Max Loss
-$100.00
Shares
1365.1

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
0x39aec23b...7604bf
Slug
nfl-nyj-kc-2026-11-08-spread-away-10pt5
Trade on Polymarket