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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

Over43¢Under57¢Ends Sun, Oct 25, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Over

Consensus Traders

10

Over 50%

3 arb excluded

Total Value

$11.1K

Combined PnL

-$23.36

Smart Money Entry

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

Over

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)

Market Activity
Loading chart data…

Outcome Probabilities

Over43%
Under57%

Smart Money Breakdown by Outcome

Under5 traders
Total Value$4.6K
Total Shares8,047
Combined PnL+$82.99
Over5 traders
Total Value$5.1K
Total Shares12,139
Combined PnL-$106.34
Under — 50%Over — 50%

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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
0x90a675c4...a4d198
Slug
ere-az-twe-2026-10-25-total-3pt5
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