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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (66%). 10 of 12 traders hold an outcome priced under 50%.

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

CE Sabadell FC vs. Real Sociedad de Fútbol B: O/U 0.5

10 of 12 top Polymarket traders hold Under (83%) · Under at 35¢ · $3K held · ended Nov 9

Over66¢Under34¢Ended Mon, Nov 9, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Under

Consensus Traders

12

Under 83%

Total Value

$2.7K

Combined PnL

$1.1K

Smart Money Entry

14.8¢ → 34.5¢

+133% since entry · 10 traders

Research grade

NeutralUnder at 35%

No measured edge, which here means a loss: the plain consensus (5+ holders, 60 %+, held to resolution) lost −3.0 % a trade after costs out of sample in the full-year test (n 86,296, 95 % CI −3.6 to −2.4 %).

  • 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.
  • Side priced 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.

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

Under

10 of 12 top traders (83%)Underdog side (market favors Over 66%)10 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over66%
Under35%

Smart Money Breakdown by Outcome

Under10 traders
Total Value$2.3K
Total Shares6,937
Combined PnL+$1.1K
Over2 traders
Total Value$441.96
Total Shares570
Combined PnL-$34.03
Under — 83%Over — 17%

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EV Calculator

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

Break-even chance36.6%

34.5¢ price + 1.0¢ spread + 1.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$172.89
Max Loss
-$100.00
Shares
272.9

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
0x7fb077b5...d04e3a
Slug
es2-sab-rso-2026-11-09-total-0pt5
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