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
⚠️
Avoid
Over
9
Over 78%
$1.1K
-$93.84
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
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)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
5 traders
Top 2 hold 86%
Freshness
Fresh
6h old
Flip Quality
Clean
0 consensus flips
100% of non-arb traders are on Over. Concentration is driven by the top two positions owning 86% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
MA MadridTimeCTR | Overavg 34.2¢ | $538.1 | $582.08 | +$43.97 | 33% 558-1111 (1669) |
0X 0xB595d09Ce5bBc4d39E3b3D04E80C402d2C8D5922-1769777706105CTR | Overavg 89.9¢ | $342 | $192.01 | -$149.99 | 99% 244-3 (247) |
FL FlaznorpCTR | Overavg 34.8¢ | $146.22 | $155.04 | +$8.81 | 51% 2545-2464 (5009) |
LO lonmi2511CTR<$100 | Overavg 34¢ | $70 | $76.18 | +$6.18 | 60% 674-451 (1125) |
LI LightParadoxCTR<$100 | Overavg 35¢ | $39.94 | $42.22 | +$2.28 | 33% 553-1135 (1688) |
0X 0xdbdd45150249e229eB4cA8aa48A30Dca21Faa5de-1757094771846<$100 | Underavg 76¢ | $12.7 | $7.1 | -$5.6 | 33% 312-635 (947) |
FE ferdinand2CTR<$100 | Overavg 35¢ | $6.16 | $6.51 | +$0.35 | 49% 1241-1273 (2514) |
MA maxiplayer<$100 | Underavg 99¢ | $4.95 | $4.98 | +$0.02 | — 7-3 (10) |
![]() poshposhCTR<$100 | Overavg 15.4¢ | $2.88 | $3 | +$0.12 | 47% 532-590 (1122) |
Invested
$538.1
Value
$582.08
PnL
+$43.97
Record
33%
558-1111 (1669)
Invested
$342
Value
$192.01
PnL
-$149.99
Record
99%
244-3 (247)
Invested
$146.22
Value
$155.04
PnL
+$8.81
Record
51%
2545-2464 (5009)
Invested
$70
Value
$76.18
PnL
+$6.18
Record
60%
674-451 (1125)
Invested
$39.94
Value
$42.22
PnL
+$2.28
Record
33%
553-1135 (1688)
Invested
$12.7
Value
$7.1
PnL
-$5.6
Record
33%
312-635 (947)
Invested
$6.16
Value
$6.51
PnL
+$0.35
Record
49%
1241-1273 (2514)
Invested
$4.95
Value
$4.98
PnL
+$0.02
Record
—
7-3 (10)
poshposhCTR<$100Invested
$2.88
Value
$3
PnL
+$0.12
Record
47%
532-590 (1122)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.4¢ 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
MadridTime
CTROver — $582.08
0xB595d09Ce5bBc4d39E3b3D04E80C402d2C8D5922-1769777706105
CTROver — $192.01
Flaznorp
CTROver — $155.04
lonmi2511
CTROver — $76.18
LightParadox
CTROver — $42.22
0xdbdd45150249e229eB4cA8aa48A30Dca21Faa5de-1757094771846
Under — $7.1
ferdinand2
CTROver — $6.51
maxiplayer
Under — $4.98

poshposh
CTROver — $3