PolyConsensus
Back to Markets

Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (61%). 3 of 6 traders hold an outcome priced under 50%.

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

SV 07 Elversberg vs. 1. FSV Mainz 05: O/U 3.5

3 of 6 top Polymarket traders hold Over (50%) · Over at 40¢ · $6K held · ends Oct 30

Over40¢Under60¢Ends Fri, Oct 30, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Over

Consensus Traders

6

Over 50%

Total Value

$5.7K

Combined PnL

-$65.58

Smart Money Entry

42¢ → 39.5¢

-6% since entry · 3 traders

Research grade

NeutralOver at 40%

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.
  • Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
  • 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

3 of 6 top traders (50%)Underdog side (market favors Under 61%)3 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over40%
Under61%

Smart Money Breakdown by Outcome

Over3 traders
Total Value$5.6K
Total Shares13,612
Combined PnL-$68.11
Under3 traders
Total Value$78.53
Total Shares134
Combined PnL+$2.53
Over — 50%Under — 50%

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 chance41.7%

39.5¢ 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
+$139.78
Max Loss
-$100.00
Shares
239.8

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
0x561a929b...c2f993
Slug
bun-elv-mai-2026-10-30-total-3pt5
Trade on Polymarket