PolyConsensus
Back to Markets

Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (79%). 3 of 7 traders hold an outcome priced under 50%.

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

SC Paderborn 07 vs. VfB Stuttgart: O/U 3.5

3 of 7 top Polymarket traders hold Over (43%) · Over at 22¢ · $4K held · ended Oct 28

Over22¢Under78¢Ended Wed, Oct 28, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

7

Over 43%

Total Value

$3.7K

Combined PnL

$413.69

Smart Money Entry

47.8¢ → 21.5¢

-55% since entry · 3 traders

Research grade

AvoidOver at 22%

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

3 of 7 top traders (43%)Underdog side (market favors Under 79%)3 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over22%
Under79%

Smart Money Breakdown by Outcome

Under4 traders
Total Value$2.1K
Total Shares2,439
Combined PnL+$367.09
Over3 traders
Total Value$1.6K
Total Shares3,154
Combined PnL+$46.61
Under — 57%Over — 43%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

1 traders

Top 2 hold 100%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

20% of non-arb traders are on Over. Concentration is driven by the top two positions owning 100% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleUnder 100% · 1
Diverging
ctrUnder 100% · 1
Diverging
Hand-pickedUnder 100% · 1
Diverging
Top 1000Under 75% · 4
Diverging

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 chance23.4%

21.5¢ price + 1.0¢ spread + 0.9¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$327.86
Max Loss
-$100.00
Shares
427.9

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
0x56b197c9...56fbeb
Slug
dfb-scp-stu-2026-10-28-total-3pt5
Trade on Polymarket