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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (64%). 5 of 10 traders hold an outcome priced under 50%.

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

Coritiba FBC vs. Grêmio FBPA: O/U 0.5

5 of 10 top Polymarket traders hold Over (50%) · Over at 37¢ · $8K held · ended Oct 26

Over37¢Under63¢Ended Mon, Oct 26, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Over

Consensus Traders

10

Over 50%

3 arb excluded

Total Value

$8.5K

Combined PnL

$1.3K

Smart Money Entry

79.5¢ → 36.5¢

-54% since entry · 5 traders

Research grade

NeutralOver at 37%

No measured edge either way. The plain consensus (5+ holders, 60 %+, held to resolution) lost −4.8 % a trade after costs (n 10,051, 95 % CI −6.5 to −3.1 %).

  • Spread or totalSpreads 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.
  • Side priced 30–50¢0.30–0.50 lost −6.5 % a trade pooled (n 2,793), a little worse than the plain consensus.

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

5 of 10 top traders (50%)Underdog side (market favors Under 64%)3 arbitrage traders dimmed5 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over37%
Under64%

Smart Money Breakdown by Outcome

Under5 traders
Total Value$4.0K
Total Shares7,410
Combined PnL+$1.5K
Over5 traders
Total Value$2.8K
Total Shares3,748
Combined PnL-$144.64
Under — 50%Over — 50%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

1 traders

Top 2 hold 100%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

25% of non-arb traders are on Over. Concentration is driven by the top two positions owning 100% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleUnder 100% · 1
Diverging
sharpOver 50% · 2
Aligned
ctrUnder 100% · 2
Diverging
Hand-pickedUnder 100% · 1
Diverging
Top 1000Under 67% · 3
Diverging

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EV Calculator

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

Break-even chance38.7%

36.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$158.59
Max Loss
-$100.00
Shares
258.6

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
0xf73cffea...62b719
Slug
bra-cor-gre-2026-10-26-total-0pt5
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