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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (74%). 3 of 6 traders hold an outcome priced under 50%.

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

Olympique Lyonnais vs. Angers SCO: O/U 1.5

3 of 6 top Polymarket traders hold Under (50%) · Under at 26¢ · $409 held · ended Nov 1

Over74¢Under26¢Ended Sun, Nov 1, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

6

Under 50%

Total Value

$409.35

Combined PnL

-$71.41

Smart Money Entry

24.3¢ → 26¢

+7% since entry · 3 traders

Research grade

AvoidUnder at 26%

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.
  • Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.

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

3 of 6 top traders (50%)Underdog side (market favors Over 74%)3 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over74%
Under26%

Smart Money Breakdown by Outcome

Under3 traders
Total Value$391.14
Total Shares1,904
Combined PnL-$71.87
Over3 traders
Total Value$18.21
Total Shares22
Combined PnL+$0.45
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 chance28.0%

26.0¢ price + 1.0¢ spread + 1.0¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$257.33
Max Loss
-$100.00
Shares
357.3

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
0xa1b1643f...d8a8ba
Slug
fl1-lyo-ang-2026-10-31-total-1pt5
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