Smart money holds the underdog side
Most tracked traders hold Under, while the market favors Over (100%). 8 of 9 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.
Senegal vs. Sudan: O/U 3.5
8 of 9 top Polymarket traders hold Under (89%) · Under at 0.1¢ · $181 held · ended Nov 12
⚠️
Avoid
Under
9
Under 89%
$181.46
-$394.68
48.9¢ → 0.1¢
-100% since entry · 8 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.
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
8 of 9 top traders (89%)Underdog side (market favors Over 100%)8 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+5 pts consensus
Breadth
7 traders
Top 2 hold 60%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
88% of non-arb traders are on Under. Concentration is driven by the top two positions owning 60% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
SN SnakeBallCTR | Underavg 61¢ | $156.41 | $84.62 | -$71.79 | 46% 485-564 (1049) |
SM smithagent<$100 | Overavg 97¢ | $53.35 | $54.97 | +$1.62 | 43% 374-496 (870) |
FL FlaznorpCTR<$100 | Underavg 59.4¢ | $97.01 | $34.85 | -$53.84 | 51% 2634-2567 (5201) |
GO GoalLineGhostCTR<$100 | Underavg 52.8¢ | $95.31 | $5.09 | -$90.22 | 55% 1693-1391 (3084) |
FE ferdinand2CTR<$100 | Underavg 59¢ | $2.95 | $1.65 | -$1.3 | 49% 1307-1343 (2650) |
LU LuckyLooCTR<$100 | Underavg 30.2¢ | $90.52 | $0.15 | -$90.37 | 35% 221-416 (637) |
SL SlickRick123CTR<$100 | Underavg 55¢ | $81.4 | $0.07 | -$81.33 | 29% 206-510 (716) |
LI LimousinCTR<$100 | Underavg 33¢ | $3.3 | $0.01 | -$3.3 | 33% 563-1169 (1732) |
LR lryyyCTR<$100 | Underavg 53.8¢ | $4.16 | $0 | -$4.16 | 44% 431-541 (972) |
Invested
$156.41
Value
$84.62
PnL
-$71.79
Record
46%
485-564 (1049)
Invested
$53.35
Value
$54.97
PnL
+$1.62
Record
43%
374-496 (870)
Invested
$97.01
Value
$34.85
PnL
-$53.84
Record
51%
2634-2567 (5201)
Invested
$95.31
Value
$5.09
PnL
-$90.22
Record
55%
1693-1391 (3084)
Invested
$2.95
Value
$1.65
PnL
-$1.3
Record
49%
1307-1343 (2650)
Invested
$90.52
Value
$0.15
PnL
-$90.37
Record
35%
221-416 (637)
Invested
$81.4
Value
$0.07
PnL
-$81.33
Record
29%
206-510 (716)
Invested
$3.3
Value
$0.01
PnL
-$3.3
Record
33%
563-1169 (1732)
Invested
$4.16
Value
$0
PnL
-$4.16
Record
44%
431-541 (972)
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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.