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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (93%). 9 of 9 traders hold an outcome priced under 50%.

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

Colorado vs. Arizona State: O/U 47.5

9 of 9 top Polymarket traders hold Over (100%) · Over at 7.0¢ · $8K held · ended Nov 8

Over7¢Under93¢Ended Sun, Nov 8, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

9

Over 100%

1 arb excluded

Total Value

$7.9K

Combined PnL

$-14.7K

Smart Money Entry

42.8¢ → 7¢

-84% since entry · 9 traders

Research grade

AvoidOver at 7%

Matches a pattern that lost clearly more than the plain consensus in our tests.

  • Consensus side under 30¢Full year, out of sample: 0.05–0.30 lost −8.1 % a trade (n 11,568), under 0.20 −20.5 % (n 3,615). Oct 22 backtest: −29.5 % (n 1,625). The strongest effect in every test.
  • 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.

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

9 of 9 top traders (100%)Underdog side (market favors Under 93%)1 arbitrage trader dimmed9 hold an outcome priced under 50%1 small position dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over7%
Under93%

Smart Money Breakdown by Outcome

Over9 traders
Total Value$7.7K
Total Shares52,227
Combined PnL$-14.7K

Signal Intelligence

Momentum

Surging

+0 pts consensus

Breadth

7 traders

Top 2 hold 67%

Freshness

Mature

37h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBalanced

100% of non-arb traders are on Over. Concentration is driven by the top two positions owning 67% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleOver 100% · 1
Aligned
sharpOver 100% · 1
Aligned
ctrOver 100% · 3
Aligned
Hand-pickedOver 100% · 1
Aligned
Top 1000Over 100% · 6
Aligned

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EV Calculator

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

Break-even chance8.4%

7.0¢ price + 1.0¢ spread + 0.4¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$1095.03
Max Loss
-$100.00
Shares
1195.0

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
0xaf028079...198090
Slug
cfb-col-arzst-2026-11-07-total-47pt5
Trade on Polymarket