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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (57%). 4 of 5 traders hold an outcome priced under 50%.

SE Palmeiras vs. CR Vasco da Gama: O/U 2.5

4 of 5 top Polymarket traders hold Over (80%) · Over at 43¢ · $461 held · ends Nov 1

Over43¢Under57¢Ends Sun, Nov 1, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Over

Consensus Traders

5

Over 80%

Total Value

$461.23

Combined PnL

$3.36

Smart Money Entry

45.9¢ → 42.5¢

-7% since entry · 4 traders

Research grade

NeutralOver at 43%

No measured edge, which here means a loss: the plain consensus (5+ holders, 60 %+, held to resolution) lost −3.0 % a trade after costs out of sample in the full-year test (n 86,296, 95 % CI −3.6 to −2.4 %).

  • 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.
  • Side priced 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.

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

4 of 5 top traders (80%)Underdog side (market favors Under 57%)4 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over43%
Under57%

Smart Money Breakdown by Outcome

Over4 traders
Total Value$459.92
Total Shares1,004
Combined PnL+$3.28
Under1 trader
Total Value$1.31
Total Shares2
Combined PnL+$0.08
Over — 80%Under — 20%

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EV Calculator

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

Break-even chance44.7%

42.5¢ 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
+$123.57
Max Loss
-$100.00
Shares
223.6

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
0x71dc3972...957655
Slug
brco-pal-vas-2026-11-01-total-2pt5
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