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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (57%). 1 of 6 traders hold an outcome priced under 50%.

SC Paderborn 07 vs. VfB Stuttgart: O/U 2.5

1 of 6 top Polymarket traders hold Over (17%) · Over at 43¢ · $675 held · ended Oct 28

Over43¢Under57¢Ended Wed, Oct 28, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Over

Consensus Traders

6

Over 17%

Total Value

$675.03

Combined PnL

-$8.72

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.
  • Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
  • 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

1 of 6 top traders (17%)Underdog side (market favors Under 57%)1 holds an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity
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Outcome Probabilities

Over43%
Under57%

Smart Money Breakdown by Outcome

Over1 trader
Total Value$535.29
Total Shares1,010
Combined PnL-$10.1
Under5 traders
Total Value$139.74
Total Shares333
Combined PnL+$1.38
Over — 17%Under — 83%

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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
0x83e50fa8...70b3d1
Slug
dfb-scp-stu-2026-10-28-total-2pt5
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