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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (57%). 7 of 10 traders hold an outcome priced under 50%.

Louisiana vs. Louisiana-Monroe: O/U 49.5

7 of 10 top Polymarket traders hold Over (70%) · Over at 43¢ · $7K held · ends Nov 13

Over43¢Under57¢Ends Fri, Nov 13, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Over

Consensus Traders

10

Over 70%

1 arb excluded

Total Value

$6.9K

Combined PnL

-$123.01

Smart Money Entry

44.8¢ → 42.5¢

-5% since entry · 7 traders

Research grade

NeutralOver at 43%

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.
  • 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

Over

7 of 10 top traders (70%)Underdog side (market favors Under 57%)1 arbitrage trader dimmed7 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over43%
Under57%

Smart Money Breakdown by Outcome

Under3 traders
Total Value$1.7K
Total Shares2,941
Combined PnL+$14.89
Over7 traders
Total Value$2.8K
Total Shares6,588
Combined PnL-$137.9
Under — 30%Over — 70%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

4 traders

Top 2 hold 97%

Freshness

Fresh

9h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

80% of non-arb traders are on Over. Concentration is driven by the top two positions owning 97% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrOver 67% · 3
Aligned
Hand-pickedOver 100% · 1
Aligned
Top 1000Over 75% · 4
Aligned

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EV Calculator

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

Break-even chance44.7%

42.5¢ 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
+$123.57
Max Loss
-$100.00
Shares
223.6

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
0x0e4d8c7b...6358ab
Slug
cfb-loulaf-lamon-2026-11-12-total-49pt5
Trade on Polymarket