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Italy vs. France: Draw at halftime?

7 of 12 top Polymarket traders hold Yes (58%) · Yes at 100¢ · $2K held · ended Nov 12

Yes>99¢No<1¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Yes

Consensus Traders

12

Yes 58%

Total Value

$2.1K

Combined PnL

$237.13

Smart Money Entry

68.3¢ → 100¢

+46% since entry · 7 traders

Research grade

NeutralYes at 100%

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 %).

  • Side priced over 95¢Full year, out of sample: 0.90–0.95 −0.2 % a trade (n 12,989, 95 % CI −0.6 to +0.3); above 95¢ little is left to win and the tests stop at 0.95.
  • Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.

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

Yes

7 of 12 top traders (58%)5 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes100%
No0%

Smart Money Breakdown by Outcome

Yes7 traders
Total Value$2.1K
Total Shares2,091
Combined PnL+$730.94
No5 traders
Total Value$0.61
Total Shares1,176
Combined PnL-$493.8
Yes — 58%No — 42%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

7 traders

Top 2 hold 83%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

58% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 83% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrNo 60% · 5
Diverging
Top 1000Yes 58% · 12
Aligned

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EV Calculator

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

Break-even chance99.9%

100.0¢ price + 1.0¢ spread + 0.0¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$0.10
Max Loss
-$100.00
Shares
100.1

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
0x843f2f79...254394
Slug
unl-ita-fra-2026-11-12-halftime-result-draw
Trade on Polymarket