PolyConsensus
Back to Markets

Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (100%). 3 of 4 traders hold an outcome priced under 50%.

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

CA River Plate vs. Racing Club: 1st Half O/U 1.5

3 of 4 top Polymarket traders hold Over (75%) · Over at 0.1¢ · $165 held · ended Oct 25

Over<1¢Under>99¢Ended Sun, Oct 25, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

4

Over 75%

1 arb excluded

Total Value

$164.95

Combined PnL

-$32.94

Research grade

AvoidOver at 0%

Matches a pattern that lost clearly more than the trading costs in the backtests.

  • Consensus side under 30¢Longshots (0.05–0.30) lost −29.5 % a trade pooled (n 1,625; −22 % in spring, −35 % in October): the strongest effect in the backtests.
  • Spread or totalSpreads and totals: −14.5 % a trade in spring (95 % CI −27 to −1), +1.5 % in October: no edge.

Backtest of Oct 22 2026: one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees. The grade never goes above “Research candidate”: no rule passed the multiple-testing check. It is not a forecast and not advice.

Smart Money Signal

Over

3 of 4 top traders (75%)Underdog side (market favors Under 100%)1 arbitrage trader dimmed3 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over0%
Under100%

Smart Money Breakdown by Outcome

Under1 trader
Total Value$8.34
Total Shares10
Combined PnL+$1.36
Over3 traders
Total Value$5.84
Total Shares45
Combined PnL-$34.3
Under — 25%Over — 75%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

3 traders

Top 2 hold 89%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

75% of non-arb traders are on Over. Concentration is driven by the top two positions owning 89% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
sharpOver 100% · 3
Aligned
ctrOver 67% · 3
Aligned
Top 1000Over 75% · 4
Aligned

Chat

Sign in with your wallet to post.

EV Calculator

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

Break-even chance1.1%

0.1¢ 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
+$8974.83
Max Loss
-$100.00
Shares
9074.8

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
0xc1908dbc...a7fc14
Slug
arg-riv-rac-2026-10-25-first-half-total-1pt5
Trade on Polymarket