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
⚠️
Avoid
Over
5
Over 80%
$63.8
$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
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)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
4 traders
Top 2 hold 86%
Freshness
Fresh
6h old
Flip Quality
Clean
0 consensus flips
80% of non-arb traders are on Over. Concentration is driven by the top two positions owning 86% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
OV overtimemarkets.xyz-singles<$100 | Underavg 50¢ | $30 | $43.2 | +$13.2 | — 1-0 (1) |
LI LimousinCTR<$100 | Overavg 29.6¢ | $14.01 | $13.26 | -$0.76 | 50% 1843-1850 (3693) |
FL FlaznorpCTR<$100 | Overavg 30¢ | $4.88 | $4.55 | -$0.33 | 51% 27202-25761 (52963) |
SE sentrioCTR<$100 | Overavg 29¢ | $1.45 | $1.4 | -$0.03 | 50% 26397-26018 (52415) |
![]() rayvanmechelenCTR<$100 | Overavg 26¢ | $1.3 | $1.4 | +$0.1 | 53% 2695-2376 (5071) |
Invested
$30
Value
$43.2
PnL
+$13.2
Record
—
1-0 (1)
Invested
$14.01
Value
$13.26
PnL
-$0.76
Record
50%
1843-1850 (3693)
Invested
$4.88
Value
$4.55
PnL
-$0.33
Record
51%
27202-25761 (52963)
Invested
$1.45
Value
$1.4
PnL
-$0.03
Record
50%
26397-26018 (52415)
rayvanmechelenCTR<$100Invested
$1.3
Value
$1.4
PnL
+$0.1
Record
53%
2695-2376 (5071)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
28.5¢ price + 1.0¢ spread + 1.0¢ fee (Sports 5%). Win more often than this and the bet pays.
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.