Smart money holds the underdog side
Most tracked traders hold Under, while the market favors Over (100%). 5 of 14 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.
Ghana vs. Somalia: 1st Half O/U 0.5
5 of 14 top Polymarket traders hold Under (36%) · Under at 0.1¢ · $2K held · ended Nov 12
⚠️
Avoid
Under
14
Under 36%
1 arb excluded
$1.5K
$251.32
33.4¢ → 0.1¢
-100% since entry · 5 traders
Research grade
AvoidUnder at 0%
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.
- 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
5 of 14 top traders (36%)Underdog side (market favors Over 100%)1 arbitrage trader dimmed5 hold an outcome priced under 50%11 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL FlaznorpCTR | Underavg 33.4¢ | $656.34 | $963.46 | +$307.12 | 51% 2532-2437 (4969) |
VE VenusianCTR | Underavg 32.9¢ | $48.92 | $138.25 | +$89.33 | 32% 538-1125 (1663) |
SU suntori | Overavg 77¢ | $155.22 | $100.79 | -$54.43 | 47% 1583-1774 (3357) |
![]() poshposhARB<$100 | Overavg 57.4¢ | $107.19 | $93.99 | -$13.2 | 47% 522-581 (1103) |
| └ Over leg | Overavg 57.4¢ | $101.85 | $72.8 | -$29.05 | |
| └ Under leg | Underavg 14.9¢ | $5.34 | $21.19 | +$15.85 | |
LR lryyy<$100 | Overavg 56.2¢ | $56.65 | $49.48 | -$7.17 | 44% 384-486 (870) |
0X 0x00000000000000000000000000000000000000<$100 | Overavg 90.8¢ | $38.8 | $42.53 | +$3.73 | 12% 14-105 (119) |
LI LimousinCTR<$100 | Underavg 38.7¢ | $23.25 | $35.4 | +$12.15 | 33% 534-1108 (1642) |
![]() dips.<$100 | Overavg 66.6¢ | $57.36 | $35.3 | -$22.06 | 45% 530-649 (1179) |
NO NotJumpCTR<$100 | Underavg 32¢ | $17.65 | $32.55 | +$14.89 | 54% 439-373 (812) |
FE ferdinand2<$100 | Overavg 31.7¢ | $8.8 | $12.12 | +$3.32 | 49% 1228-1254 (2482) |
SN SnakeBallCTR<$100 | Underavg 20¢ | $2.61 | $7.69 | +$5.08 | 46% 440-515 (955) |
CI cigarettes<$100 | Overavg 49¢ | $7.58 | $6.34 | -$1.24 | 53% 6091-5453 (11544) |
SM smithagent<$100 | Overavg 67.5¢ | $57.32 | $5.94 | -$51.38 | 43% 344-463 (807) |
0X 0x6b25c5c4d1e681d2203297803793ad8c732b7a69<$100 | Overavg 68.9¢ | $46.01 | $4.67 | -$41.34 | 55% 88-72 (160) |
SU suitcase6628<$100 | Overavg 69¢ | $7.47 | $0.76 | -$6.71 | 63% 363-217 (580) |
Invested
$656.34
Value
$963.46
PnL
+$307.12
Record
51%
2532-2437 (4969)
Invested
$48.92
Value
$138.25
PnL
+$89.33
Record
32%
538-1125 (1663)
Invested
$155.22
Value
$100.79
PnL
-$54.43
Record
47%
1583-1774 (3357)
poshposhARB<$100Invested
$107.19
Value
$93.99
PnL
-$13.2
Record
47%
522-581 (1103)
Both legs:
Invested
$56.65
Value
$49.48
PnL
-$7.17
Record
44%
384-486 (870)
Invested
$38.8
Value
$42.53
PnL
+$3.73
Record
12%
14-105 (119)
Invested
$23.25
Value
$35.4
PnL
+$12.15
Record
33%
534-1108 (1642)
dips.<$100Invested
$57.36
Value
$35.3
PnL
-$22.06
Record
45%
530-649 (1179)
Invested
$17.65
Value
$32.55
PnL
+$14.89
Record
54%
439-373 (812)
Invested
$8.8
Value
$12.12
PnL
+$3.32
Record
49%
1228-1254 (2482)
Invested
$2.61
Value
$7.69
PnL
+$5.08
Record
46%
440-515 (955)
Invested
$7.58
Value
$6.34
PnL
-$1.24
Record
53%
6091-5453 (11544)
Invested
$57.32
Value
$5.94
PnL
-$51.38
Record
43%
344-463 (807)
Invested
$46.01
Value
$4.67
PnL
-$41.34
Record
55%
88-72 (160)
Invested
$7.47
Value
$0.76
PnL
-$6.71
Record
63%
363-217 (580)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.1¢ price + 1.0¢ spread + 0.1¢ 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
Flaznorp
CTRUnder — $963.46
Venusian
CTRUnder — $138.25
suntori
Over — $100.79

poshposh
ARBArbitrage — excluded
lryyy
Over — $49.48
0x00000000000000000000000000000000000000
Over — $42.53
Limousin
CTRUnder — $35.4

dips.
Over — $35.3
NotJump
CTRUnder — $32.55
ferdinand2
Over — $12.12