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1. FSV Mainz 05 vs. FC Bayern München: O/U 2.5

7 of 12 top Polymarket traders hold Under (58%) · Under at 87¢ · $6K held · ended Nov 7

Over14¢Under86¢Ended Sat, Nov 7, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Under

Consensus Traders

12

Under 58%

1 arb excluded

Total Value

$5.9K

Combined PnL

$196.55

Smart Money Entry

24.1¢ → 86.5¢

+260% since entry · 7 traders

Research grade

NeutralUnder at 87%

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.
  • Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.

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

Under

7 of 12 top traders (58%)1 arbitrage trader dimmed5 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over14%
Under87%

Smart Money Breakdown by Outcome

Under7 traders
Total Value$3.8K
Total Shares13,760
Combined PnL+$419.84
Over5 traders
Total Value$2.0K
Total Shares3,014
Combined PnL-$223.29
Under — 58%Over — 42%

Signal Intelligence

Momentum

Flat

+7 pts consensus

Breadth

4 traders

Top 2 hold 96%

Freshness

Fresh

12h old

Flip Quality

Watch

2 consensus flips

Breadth vs concentrationCrowded

67% of non-arb traders are on Under. Concentration is driven by the top two positions owning 96% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleUnder 100% · 2
Aligned
ctrOver 100% · 2
Diverging
Top 1000Under 67% · 6
Aligned

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EV Calculator

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

Break-even chance88.0%

86.5¢ price + 1.0¢ spread + 0.5¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$13.58
Max Loss
-$100.00
Shares
113.6

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
0xa2c8311e...6ff781
Slug
bun-mai-bay-2026-11-07-total-2pt5
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