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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 (72%). 4 of 5 traders hold an outcome priced under 50%.

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

York City FC vs. Northampton Town FC: O/U 3.5

4 of 5 top Polymarket traders hold Over (80%) · Over at 28¢ · $64 held · ends Nov 7

Over28¢Under72¢Ends Sat, Nov 7, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

5

Over 80%

Total Value

$63.8

Combined PnL

$12.19

Research grade

AvoidOver at 28%

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

4 of 5 top traders (80%)Underdog side (market favors Under 72%)4 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over28%
Under72%

Smart Money Breakdown by Outcome

Under1 trader
Total Value$43.2
Total Shares60
Combined PnL+$13.2
Over4 traders
Total Value$20.6
Total Shares74
Combined PnL-$1.01
Under — 20%Over — 80%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

4 traders

Top 2 hold 86%

Freshness

Fresh

6h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

80% of non-arb traders are on Over. Concentration is driven by the top two positions owning 86% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleOver 100% · 1
Aligned
ctrOver 67% · 3
Aligned
Top 1000Over 80% · 5
Aligned

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EV Calculator

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

Break-even chance30.5%

28.5¢ 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
+$227.44
Max Loss
-$100.00
Shares
327.4

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
0xe6c32e1d...eef195
Slug
efa-yor-nth-2026-11-07-total-3pt5
Trade on Polymarket