PolyConsensus
Back to Markets

Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (54%). 6 of 10 traders hold an outcome priced under 50%.

Notre Dame vs. Navy: O/U 53.5

6 of 10 top Polymarket traders hold Over (60%) · Over at 47¢ · $11K held · ended Oct 31

Over47¢Under53¢Ended Sat, Oct 31, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Over

Consensus Traders

10

Over 60%

2 arb excluded

Total Value

$11.1K

Combined PnL

$234.84

Smart Money Entry

50.4¢ → 46.5¢

-8% since entry · 6 traders

Research grade

NeutralOver at 47%

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

6 of 10 top traders (60%)Underdog side (market favors Under 54%)2 arbitrage traders dimmed6 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over47%
Under54%

Smart Money Breakdown by Outcome

Over6 traders
Total Value$7.2K
Total Shares13,438
Combined PnL+$434.07
Under4 traders
Total Value$3.6K
Total Shares7,884
Combined PnL-$199.22
Over — 60%Under — 40%

Chat

Sign in with your wallet to post.

EV Calculator

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

Break-even chance48.7%

46.5¢ 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
+$105.14
Max Loss
-$100.00
Shares
205.1

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
0xd38a722c...a5b2ca
Slug
cfb-nd-navy-2026-10-31-total-53pt5
Trade on Polymarket