Smart money holds the underdog side
Most tracked traders hold Under, while the market favors Over (98%). 4 of 11 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Houston vs. Colorado: O/U 47.5
4 of 11 top Polymarket traders hold Under (36%) · Under at 1.9¢ · $14K held · ended Nov 14
⚠️
Avoid
Under
11
Under 36%
2 arb excluded
$14.2K
$-3.0K
49.1¢ → 1.9¢
-96% since entry · 4 traders
Research grade
AvoidUnder at 2%
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.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
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
4 of 11 top traders (36%)Underdog side (market favors Over 98%)2 arbitrage traders dimmed4 hold an outcome priced under 50%1 small position dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
PR primmCTR | Underavg 49.1¢ | $7.1K | $5.0K | $-2.1K | 59% 899-622 (1521) |
![]() RN1 | Overavg 51.1¢ | $3.7K | $3.6K | -$36.12 | 56% 5073-4021 (9094) |
KE keeptheblueflagflyinghigh | Overavg 49.6¢ | $1.9K | $1.9K | +$52.51 | 51% 2368-2313 (4681) |
65 6512395314597884 | Overavg 50.5¢ | $1.4K | $1.4K | -$15.4 | 50% 3689-3644 (7333) |
38 38791873984189 | Overavg 52.5¢ | $931.2 | $697.37 | -$58.99 | 48% 2942-3249 (6191) |
VI vibing123CTR | Underavg 48.7¢ | $1.4K | $585.83 | -$805.21 | 62% 1127-678 (1805) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872 | Overavg 51.6¢ | $197.43 | $231.48 | +$34.05 | 55% 1350-1126 (2476) |
0X 0xdbdd45150249e229eB4cA8aa48A30Dca21Faa5de-1757094771846 | Overavg 49¢ | $122.5 | $200 | +$77.5 | 37% 497-832 (1329) |
AM AmericaFirst1CTR | Underavg 49.8¢ | $253.13 | $175.21 | -$77.92 | 47% 72-82 (154) |
PA Pan9XARB<$100 | Overavg 52.3¢ | $202.89 | $166.2 | -$3.55 | 49% 1349-1396 (2745) |
| └ Over leg | Overavg 52.3¢ | $127.08 | $117.79 | -$9.97 | |
| └ Under leg | Underavg 49.3¢ | $46.34 | $48.41 | +$6.42 | |
JU justaluckydude<$100 | Overavg 48¢ | $46.08 | $76.8 | +$30.72 | 44% 422-532 (954) |
NO NotJumpARB<$100 | Overavg 52.1¢ | $72.44 | $70.27 | -$2.16 | 53% 750-672 (1422) |
| └ Over leg | Overavg 52.1¢ | $38.52 | $39.58 | +$1.07 | |
| └ Under leg | Underavg 51.4¢ | $33.92 | $30.69 | -$3.23 | |
NA NatoAlfistaCTR | Underavg 53¢ | $161.12 | $62.32 | -$98.8 | 41% 146-213 (359) |
Invested
$7,053.07
Value
$5.0K
PnL
$-2.1K
Record
59%
899-622 (1521)
RN1Invested
$3,659.17
Value
$3.6K
PnL
-$36.12
Record
56%
5073-4021 (9094)
Invested
$1,880.37
Value
$1.9K
PnL
+$52.51
Record
51%
2368-2313 (4681)
Invested
$1,424.94
Value
$1.4K
PnL
-$15.4
Record
50%
3689-3644 (7333)
Invested
$931.2
Value
$697.37
PnL
-$58.99
Record
48%
2942-3249 (6191)
Invested
$1,391.04
Value
$585.83
PnL
-$805.21
Record
62%
1127-678 (1805)
Invested
$197.43
Value
$231.48
PnL
+$34.05
Record
55%
1350-1126 (2476)
Invested
$122.5
Value
$200
PnL
+$77.5
Record
37%
497-832 (1329)
Invested
$253.13
Value
$175.21
PnL
-$77.92
Record
47%
72-82 (154)
Invested
$202.89
Value
$166.2
PnL
-$3.55
Record
49%
1349-1396 (2745)
Both legs:
Invested
$46.08
Value
$76.8
PnL
+$30.72
Record
44%
422-532 (954)
Invested
$72.44
Value
$70.27
PnL
-$2.16
Record
53%
750-672 (1422)
Both legs:
Invested
$161.12
Value
$62.32
PnL
-$98.8
Record
41%
146-213 (359)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
1.9¢ price + 1.0¢ spread + 0.1¢ 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
primm
CTRUnder — $5.0K

RN1
Over — $3.6K
keeptheblueflagflyinghigh
Over — $1.9K
6512395314597884
Over — $1.4K
38791873984189
Over — $697.37
vibing123
CTRUnder — $585.83
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
Over — $231.48
0xdbdd45150249e229eB4cA8aa48A30Dca21Faa5de-1757094771846
Over — $200
AmericaFirst1
CTRUnder — $175.21
Pan9X
ARBArbitrage — excluded