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Smart money holds the underdog side

Most tracked traders hold Falcons, while the market favors 49ers (51%). 7 of 11 traders hold an outcome priced under 50%.

Spread: 49ers (-3.5)

7 of 11 top Polymarket traders hold Falcons (64%) · Falcons at 50¢ · $14K held · ended Oct 25

49ers51¢Falcons49¢Ended Sun, Oct 25, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Falcons

Consensus Traders

11

Falcons 64%

1 arb excluded

Total Value

$13.5K

Combined PnL

-$279.61

Smart Money Entry

54.9¢ → 49.5¢

-10% since entry · 7 traders

Research grade

NeutralFalcons at 50%

No measured edge either way. The plain consensus (5+ holders, 60 %+, held to resolution) lost −4.8 % a trade after costs (n 10,051, 95 % CI −6.5 to −3.1 %).

  • Spread or totalSpreads and totals: −14.5 % a trade in spring (95 % CI −27 to −1), +1.5 % in October: no edge.
  • Side priced 30–50¢0.30–0.50 lost −6.5 % a trade pooled (n 2,793), a little worse than the plain consensus.

Backtest of Oct 22 2026: one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees. The grade never goes above “Research candidate”: no rule passed the multiple-testing check. It is not a forecast and not advice.

Smart Money Signal

Falcons

7 of 11 top traders (64%)Underdog side (market favors 49ers 51%)1 arbitrage trader dimmed7 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

49ers51%
Falcons50%

Smart Money Breakdown by Outcome

Falcons7 traders
Total Value$10.7K
Total Shares19,781
Combined PnL-$251.29
49ers4 traders
Total Value$1.8K
Total Shares4,004
Combined PnL-$28.31
Falcons — 64%49ers — 36%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

5 traders

Top 2 hold 87%

Freshness

Late

91h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

83% of non-arb traders are on Falcons. 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
whaleFalcons 100% · 2
Aligned
sharpFalcons 100% · 2
Aligned
ctrFalcons 67% · 3
Aligned
Top 1000Falcons 83% · 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
0xbdac75c0...4a44a1
Slug
nfl-sf-atl-2026-10-25-spread-away-3pt5
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