Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (52%). 5 of 10 traders hold an outcome priced under 50%.

Georgia Tech vs. Clemson: O/U 45.5
5 of 10 top Polymarket traders hold Over (50%) · Over at 49¢ · $10K held · ended Nov 14
⚖️
Neutral
Over
10
Over 50%
1 arb excluded
$10.4K
-$54.01
57.8¢ → 48.5¢
-16% since entry · 5 traders
Research grade
NeutralOver at 49%
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
5 of 10 top traders (50%)Underdog side (market favors Under 52%)1 arbitrage trader dimmed5 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
-4 pts consensus
Breadth
5 traders
Top 2 hold 89%
Freshness
Mature
20h old
Flip Quality
Clean
0 consensus flips
63% of non-arb traders are on Over. Concentration is driven by the top two positions owning 89% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HO HomeRunHazardCTR | Overavg 58¢ | $4.1K | $4.0K | -$143.1 | 56% 3687-2847 (6534) |
IM imjustkenisghey | Underavg 42¢ | $3.1K | $3.2K | +$110.52 | 48% 34-37 (71) |
PL pltrkr111CTR | Overavg 58¢ | $999.99 | $965.51 | -$34.48 | 4% 23-537 (560) |
MA MadridTime | Underavg 42¢ | $866.51 | $887.14 | +$20.63 | 37% 972-1637 (2609) |
DA DanielsDixonCTR | Overavg 56¢ | $559.99 | $534.99 | -$25 | 21% 16-62 (78) |
0X 0x760907C8840491c8C86fdDB843D3f1d801786C4e-1771959662080 | Underavg 44¢ | $368 | $388.91 | +$20.91 | 25% 343-1024 (1367) |
0X 0x8g68hBa8tyH1946Bhjb674g3fuyUIGYUi4uhflksCTR | Overavg 57.3¢ | $163.94 | $161.59 | -$2.35 | 54% 286-244 (530) |
38 38791873984189ARB<$100 | Overavg 56¢ | $190.22 | $120.48 | +$2.08 | 48% 3222-3520 (6742) |
| └ Over leg | Overavg 56¢ | $84.37 | $84.37 | +$1.26 | |
| └ Under leg | Underavg 43¢ | $35.29 | $36.11 | +$0.82 | |
LI LightParadox<$100 | Underavg 44¢ | $44.88 | $44.88 | +$0 | 37% 964-1664 (2628) |
FE ferdinand2CTR<$100 | Overavg 58¢ | $43.5 | $42 | -$1.5 | 48% 2091-2257 (4348) |
PA Pan9X<$100 | Underavg 43¢ | $15.91 | $16.28 | +$0.37 | 50% 1593-1618 (3211) |
Invested
$4,150
Value
$4.0K
PnL
-$143.1
Record
56%
3687-2847 (6534)
Invested
$3,138.76
Value
$3.2K
PnL
+$110.52
Record
48%
34-37 (71)
Invested
$999.99
Value
$965.51
PnL
-$34.48
Record
4%
23-537 (560)
Invested
$866.51
Value
$887.14
PnL
+$20.63
Record
37%
972-1637 (2609)
Invested
$559.99
Value
$534.99
PnL
-$25
Record
21%
16-62 (78)
Invested
$368
Value
$388.91
PnL
+$20.91
Record
25%
343-1024 (1367)
Invested
$163.94
Value
$161.59
PnL
-$2.35
Record
54%
286-244 (530)
Invested
$190.22
Value
$120.48
PnL
+$2.08
Record
48%
3222-3520 (6742)
Both legs:
Invested
$44.88
Value
$44.88
PnL
+$0
Record
37%
964-1664 (2628)
Invested
$43.5
Value
$42
PnL
-$1.5
Record
48%
2091-2257 (4348)
Invested
$15.91
Value
$16.28
PnL
+$0.37
Record
50%
1593-1618 (3211)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
48.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.
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
Traders in this Market
HomeRunHazard
CTROver — $4.0K
imjustkenisghey
Under — $3.2K
pltrkr111
CTROver — $965.51
MadridTime
Under — $887.14
DanielsDixon
CTROver — $534.99
0x760907C8840491c8C86fdDB843D3f1d801786C4e-1771959662080
Under — $388.91
0x8g68hBa8tyH1946Bhjb674g3fuyUIGYUi4uhflks
CTROver — $161.59
38791873984189
ARBArbitrage — excluded
LightParadox
Under — $44.88
ferdinand2
CTROver — $42