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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (71%). 7 of 12 traders hold an outcome priced under 50%.

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

Ohio vs. Miami (OH): O/U 49.5

7 of 12 top Polymarket traders hold Over (58%) · Over at 29¢ · $9K held · ended Nov 11

Over29¢Under71¢Ended Wed, Nov 11, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

12

Over 58%

Total Value

$9.0K

Combined PnL

-$860.9

Smart Money Entry

44¢ → 29¢

-34% since entry · 7 traders

Research grade

AvoidOver at 29%

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

Over

7 of 12 top traders (58%)Underdog side (market favors Under 71%)7 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over29%
Under71%

Smart Money Breakdown by Outcome

Over7 traders
Total Value$4.7K
Total Shares13,603
Combined PnL$-1.6K
Under5 traders
Total Value$4.2K
Total Shares5,979
Combined PnL+$723.11
Over — 58%Under — 42%

Signal Intelligence

Momentum

Building

+3 pts consensus

Breadth

7 traders

Top 2 hold 82%

Freshness

Fresh

3h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

58% of non-arb traders are on Over. Concentration is driven by the top two positions owning 82% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrOver 83% · 6
Aligned
Hand-pickedOver 100% · 1
Aligned
Top 1000Over 58% · 12
Aligned

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EV Calculator

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

Break-even chance31.1%

29.0¢ price + 1.0¢ spread + 1.0¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$222.06
Max Loss
-$100.00
Shares
322.1

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
0xa07764ec...98ef44
Slug
cfb-ohio-miaoh-2026-11-10-total-49pt5
Trade on Polymarket