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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (60%). 5 of 9 traders hold an outcome priced under 50%.

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

TSG 1899 Hoffenheim vs. Bayer 04 Leverkusen: O/U 0.5

5 of 9 top Polymarket traders hold Under (56%) · Under at 40¢ · $14K held · ended Oct 25

Over60¢Under40¢Ended Sun, Oct 25, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Under

Consensus Traders

9

Under 56%

1 arb excluded

Total Value

$13.7K

Combined PnL

$2.6K

Smart Money Entry

27.9¢ → 39.8¢

+43% since entry · 5 traders

Research grade

NeutralUnder at 40%

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

Under

5 of 9 top traders (56%)Underdog side (market favors Over 60%)1 arbitrage trader dimmed5 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over60%
Under40%

Smart Money Breakdown by Outcome

Under5 traders
Total Value$9.3K
Total Shares24,244
Combined PnL+$2.6K
Over4 traders
Total Value$667.61
Total Shares675
Combined PnL+$35.11
Under — 56%Over — 44%

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EV Calculator

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

Break-even chance42.0%

39.8¢ 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
+$138.34
Max Loss
-$100.00
Shares
238.3

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
0x56b253d6...29a650
Slug
bun-hof-b04-2026-10-25-total-0pt5
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