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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 (86%). 8 of 12 traders hold an outcome priced under 50%.

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

North Texas vs. UTSA: O/U 73.5

8 of 12 top Polymarket traders hold Over (67%) · Over at 14¢ · $4K held · ended Nov 15

Over14¢Under86¢Ended Sun, Nov 15, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

12

Over 67%

Total Value

$4.1K

Combined PnL

$100.89

Smart Money Entry

50.1¢ → 14¢

-72% since entry · 8 traders

Research grade

AvoidOver at 14%

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

8 of 12 top traders (67%)Underdog side (market favors Under 86%)8 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over14%
Under86%

Smart Money Breakdown by Outcome

Over8 traders
Total Value$2.3K
Total Shares4,524
Combined PnL-$119.5
Under4 traders
Total Value$1.8K
Total Shares2,880
Combined PnL+$220.38
Over — 67%Under — 33%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

4 traders

Top 2 hold 96%

Freshness

Late

60h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

57% of non-arb traders are on Over. Concentration is driven by the top two positions owning 96% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrOver 50% · 4
Aligned
Top 1000Over 57% · 7
Aligned

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EV Calculator

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

Break-even chance15.6%

14.0¢ price + 1.0¢ spread + 0.6¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$539.49
Max Loss
-$100.00
Shares
639.5

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
0x328acab6...fdef11
Slug
cfb-ntx-utsa-2026-11-14-total-73pt5
Trade on Polymarket