Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (57%). 5 of 10 traders hold an outcome priced under 50%.

AZ vs. FC Twente: O/U 3.5
5 of 10 top Polymarket traders hold Over (50%) · Over at 43¢ · $11K held · ends Oct 25
⚖️
Neutral
Over
10
Over 50%
3 arb excluded
$11.1K
-$23.36
43.2¢ → 42.5¢
-2% since entry · 5 traders
Research grade
NeutralOver at 43%
No measured edge either way. The plain consensus (5+ holders, 60 %+, held to resolution) lost −4.8 % a trade after costs (n 10,051, 95 % CI −6.5 to −3.1 %).
- Spread or totalSpreads 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¢0.30–0.50 lost −6.5 % a trade pooled (n 2,793), a little worse than the plain consensus.
Backtest of Oct 22 2026: one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees. The grade never goes above “Research candidate”: no rule passed the multiple-testing check. It is not a forecast and not advice.
Smart Money Signal
5 of 10 top traders (50%)Underdog side (market favors Under 57%)3 arbitrage traders dimmed5 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
VD VD721lsj4938Dk388 | Underavg 56.4¢ | $3.0K | $3.1K | +$56.41 | 55% 1306-1048 (2354) |
0X 0xE5F0AE9cc9aeF77ae3c2A64c9E69caa3F335dc1d-1773531520731CTR | Overavg 42.7¢ | $2.5K | $2.5K | -$12.37 | 41% 514-751 (1265) |
OM omnibus-076daaCTR | Overavg 44¢ | $1.4K | $1.3K | -$64.26 | 59% 13975-9717 (23692) |
0X 0x5b624e3E0426F7AA2Ca57F7451fbcEa4b125D87f-1769796221989 | Underavg 56¢ | $1.1K | $1.2K | +$40 | 57% 4484-3315 (7799) |
![]() RN1CTR | Overavg 43¢ | $663.1 | $655.39 | -$7.71 | 55% 43817-36057 (79874) |
![]() us391CTR | Overavg 44¢ | $634.07 | $612.45 | -$21.62 | 52% 1362-1272 (2634) |
SN SnakeBallARB<$100 | Underavg 58¢ | $573.24 | $559.65 | -$13.59 | 50% 8893-8828 (17721) |
| └ Under leg | Underavg 58¢ | $289.33 | $291.87 | +$2.54 | |
| └ Over leg | Overavg 44¢ | $283.91 | $267.78 | -$16.13 | |
![]() 0xheavy888ARB<$100 | Underavg 56.5¢ | $402 | $400 | -$2 | 56% 6385-5115 (11500) |
| └ Under leg | Underavg 56.5¢ | $226 | $230 | +$4 | |
| └ Over leg | Overavg 44¢ | $176 | $170 | -$6 | |
LE LeLynxMalynxARB<$100 | Underavg 56.8¢ | $361.29 | $358.8 | -$2.49 | 54% 13884-11640 (25524) |
| └ Under leg | Underavg 56.8¢ | $218.49 | $221.37 | +$2.88 | |
| └ Over leg | Overavg 44.2¢ | $142.8 | $137.42 | -$5.38 | |
![]() VeryLucky888 | Underavg 56.3¢ | $1.3K | $345 | -$13.5 | 58% 31904-23124 (55028) |
![]() cassandra.torchlight<$100 | Underavg 58¢ | $50 | $50 | -$0.43 | 51% 238-229 (467) |
LU LuckyLooCTR<$100 | Overavg 44¢ | $11.31 | $10.93 | -$0.39 | 50% 7794-7854 (15648) |
0X 0xfB07F48542d2b655e9D0Bf1cC92a8a6Feee8e2cC-1782415802542<$100 | Underavg 55¢ | $9.38 | $9.89 | +$0.51 | 47% 2015-2254 (4269) |
Invested
$3,016.25
Value
$3.1K
PnL
+$56.41
Record
55%
1306-1048 (2354)
Invested
$2,527.2
Value
$2.5K
PnL
-$12.37
Record
41%
514-751 (1265)
Invested
$1,413.69
Value
$1.3K
PnL
-$64.26
Record
59%
13975-9717 (23692)
Invested
$1,120
Value
$1.2K
PnL
+$40
Record
57%
4484-3315 (7799)
RN1CTRInvested
$663.1
Value
$655.39
PnL
-$7.71
Record
55%
43817-36057 (79874)
us391CTRInvested
$634.07
Value
$612.45
PnL
-$21.62
Record
52%
1362-1272 (2634)
Invested
$573.24
Value
$559.65
PnL
-$13.59
Record
50%
8893-8828 (17721)
Both legs:
0xheavy888ARB<$100Invested
$402
Value
$400
PnL
-$2
Record
56%
6385-5115 (11500)
Both legs:
Invested
$361.29
Value
$358.8
PnL
-$2.49
Record
54%
13884-11640 (25524)
Both legs:
VeryLucky888Invested
$1,288.5
Value
$345
PnL
-$13.5
Record
58%
31904-23124 (55028)
cassandra.torchlight<$100Invested
$50
Value
$50
PnL
-$0.43
Record
51%
238-229 (467)
Invested
$11.31
Value
$10.93
PnL
-$0.39
Record
50%
7794-7854 (15648)
Invested
$9.38
Value
$9.89
PnL
+$0.51
Record
47%
2015-2254 (4269)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
42.5¢ price + 1.0¢ spread + 1.2¢ 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.
Market Info
Traders in this Market
VD721lsj4938Dk388
Under — $3.1K
0xE5F0AE9cc9aeF77ae3c2A64c9E69caa3F335dc1d-1773531520731
CTROver — $2.5K
omnibus-076daa
CTROver — $1.3K
0x5b624e3E0426F7AA2Ca57F7451fbcEa4b125D87f-1769796221989
Under — $1.2K

RN1
CTROver — $655.39

us391
CTROver — $612.45
SnakeBall
ARBArbitrage — excluded

0xheavy888
ARBArbitrage — excluded
LeLynxMalynx
ARBArbitrage — excluded

VeryLucky888
Under — $345