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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (100%). 7 of 9 traders hold an outcome priced under 50%.

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

Guinea vs. Eritrea: 1st Half O/U 1.5

7 of 9 top Polymarket traders hold Over (78%) · Over at 0.4¢ · $1K held · ended Nov 12

Over<1¢Under>99¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

9

Over 78%

Total Value

$1.1K

Combined PnL

-$93.84

Smart Money Entry

42¢ → 0.4¢

-99% since entry · 7 traders

Research grade

AvoidOver 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.

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

Over

7 of 9 top traders (78%)Underdog side (market favors Under 100%)7 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over0%
Under100%

Smart Money Breakdown by Outcome

Over7 traders
Total Value$1.1K
Total Shares2,719
Combined PnL-$88.27
Under2 traders
Total Value$12.08
Total Shares22
Combined PnL-$5.57
Over — 78%Under — 22%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

5 traders

Top 2 hold 86%

Freshness

Fresh

6h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

100% of non-arb traders are on Over. Concentration is driven by the top two positions owning 86% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrOver 100% · 3
Aligned
Top 1000Over 100% · 5
Aligned

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EV Calculator

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

Break-even chance1.5%

0.4¢ price + 1.0¢ spread + 0.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$6472.68
Max Loss
-$100.00
Shares
6572.7

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
0x21a8d76d...fcaf3e
Slug
afcq-gui-eri-2026-11-12-first-half-total-1pt5
Trade on Polymarket