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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (75%). 6 of 7 traders hold an outcome priced under 50%.

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

Troy vs. James Madison: O/U 53.5

6 of 7 top Polymarket traders hold Under (86%) · Under at 26¢ · $2K held · ended Oct 29

Over75¢Under25¢Ended Thu, Oct 29, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

7

Under 86%

1 arb excluded

Total Value

$1.7K

Combined PnL

$26.31

Smart Money Entry

51¢ → 25.5¢

-50% since entry · 6 traders

Research grade

AvoidUnder at 26%

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

Under

6 of 7 top traders (86%)Underdog side (market favors Over 75%)1 arbitrage trader dimmed6 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over75%
Under26%

Smart Money Breakdown by Outcome

Under6 traders
Total Value$1.3K
Total Shares1,939
Combined PnL+$26.51
Over1 trader
Total Value$1.95
Total Shares5
Combined PnL-$0.2
Under — 86%Over — 14%

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EV Calculator

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

Break-even chance27.5%

25.5¢ 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
+$263.98
Max Loss
-$100.00
Shares
364.0

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
0xd7c48385...c8ae98
Slug
cfb-troy-jmad-2026-10-29-total-53pt5
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