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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (100%). 6 of 9 traders hold an outcome priced under 50%.

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

New Zealand vs. India: 1st Half O/U 1.5

6 of 9 top Polymarket traders hold Under (67%) · Under at 0.5¢ · $3K held · ended Nov 12

Over>99¢Under<1¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

9

Under 67%

1 arb excluded

Total Value

$3.2K

Combined PnL

$186.44

Smart Money Entry

49.7¢ → 0.5¢

-99% since entry · 6 traders

Research grade

AvoidUnder at 1%

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

Under

6 of 9 top traders (67%)Underdog side (market favors Over 100%)1 arbitrage trader dimmed6 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over100%
Under1%

Smart Money Breakdown by Outcome

Over3 traders
Total Value$1.3K
Total Shares1,351
Combined PnL+$621.26
Under6 traders
Total Value$994.61
Total Shares2,874
Combined PnL-$434.82
Over — 33%Under — 67%

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EV Calculator

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

Break-even chance1.6%

0.5¢ price + 1.0¢ spread + 0.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$6253.74
Max Loss
-$100.00
Shares
6353.7

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
0xa15464ac...8a9ee7
Slug
fif-nzl-ind-2026-11-12-first-half-total-1pt5
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