Smart money holds the underdog side
Most tracked traders hold Under, while the market favors Over (51%). 5 of 12 traders hold an outcome priced under 50%.

Stade Rennais FC 1901 vs. Lille OSC: O/U 2.5
5 of 12 top Polymarket traders hold Under (42%) · Under at 50¢ · $15K held · ends Nov 8
⚖️
Neutral
Under
12
Under 42%
2 arb excluded
$14.7K
-$61
44.5¢ → 49.5¢
+11% since entry · 5 traders
Research grade
NeutralUnder at 50%
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.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
- 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
5 of 12 top traders (42%)Underdog side (market favors Over 51%)2 arbitrage traders dimmed5 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
MU Multicoloured-SerfCTR | Underavg 44¢ | $4.3K | $3.9K | -$443.35 | 48% 405-446 (851) |
FE ferrariChampions2026CTR | Underavg 45.8¢ | $2.8K | $3.1K | +$226.79 | 42% 8192-11384 (19576) |
OM omnibus-076daaCTR | Underavg 44¢ | $2.6K | $2.9K | +$325.7 | 50% 21821-22062 (43883) |
GO GoalLineGhost | Overavg 56¢ | $1.3K | $1.2K | -$122.47 | 50% 29172-29037 (58209) |
FL FlaznorpARB<$100 | Overavg 50.7¢ | $936.53 | $956.54 | +$20.01 | 51% 27272-25818 (53090) |
| └ Over leg | Overavg 50.7¢ | $753.57 | $750.23 | -$3.35 | |
| └ Under leg | Underavg 43.9¢ | $182.96 | $206.31 | +$23.35 | |
![]() VeryLucky888 | Overavg 54.8¢ | $685.5 | $631.76 | -$53.75 | 58% 47904-34520 (82424) |
![]() 0xheavy888ARB<$100 | Underavg 49¢ | $592 | $598 | +$6 | 56% 8260-6557 (14817) |
| └ Under leg | Underavg 49¢ | $392 | $396 | +$4 | |
| └ Over leg | Overavg 56¢ | $224 | $202 | +$2 | |
NM NM-P | Overavg 51¢ | $419.39 | $415.28 | -$4.11 | 64% 10183-5729 (15912) |
GC GC-P | Overavg 51¢ | $419.39 | $415.28 | -$4.11 | 64% 10184-5783 (15967) |
0X 0x760907C8840491c8C86fdDB843D3f1d801786C4e-1771959662080 | Overavg 56¢ | $336 | $363 | +$27 | 51% 2062-2000 (4062) |
SE sentrioCTR | Underavg 43.2¢ | $148.26 | $149.28 | +$1.03 | 50% 26504-26107 (52611) |
38 38791873984189 | Overavg 56¢ | $121.52 | $109.59 | -$11.93 | 48% 63191-68207 (131398) |
ZT ZTMZqClEsjMmwCDWXoGCTR<$100 | Underavg 51.2¢ | $35.88 | $34.65 | -$1.23 | 59% 6954-4900 (11854) |
PA Pan9X<$100 | Overavg 54.6¢ | $40.59 | $23.27 | -$0.56 | 54% 10485-8797 (19282) |
Invested
$4,335
Value
$3.9K
PnL
-$443.35
Record
48%
405-446 (851)
Invested
$2,832.22
Value
$3.1K
PnL
+$226.79
Record
42%
8192-11384 (19576)
Invested
$2,603.84
Value
$2.9K
PnL
+$325.7
Record
50%
21821-22062 (43883)
Invested
$1,278.75
Value
$1.2K
PnL
-$122.47
Record
50%
29172-29037 (58209)
Invested
$936.53
Value
$956.54
PnL
+$20.01
Record
51%
27272-25818 (53090)
Both legs:
VeryLucky888Invested
$685.5
Value
$631.76
PnL
-$53.75
Record
58%
47904-34520 (82424)
0xheavy888ARB<$100Invested
$592
Value
$598
PnL
+$6
Record
56%
8260-6557 (14817)
Both legs:
Invested
$419.39
Value
$415.28
PnL
-$4.11
Record
64%
10183-5729 (15912)
Invested
$419.39
Value
$415.28
PnL
-$4.11
Record
64%
10184-5783 (15967)
Invested
$336
Value
$363
PnL
+$27
Record
51%
2062-2000 (4062)
Invested
$148.26
Value
$149.28
PnL
+$1.03
Record
50%
26504-26107 (52611)
Invested
$121.52
Value
$109.59
PnL
-$11.93
Record
48%
63191-68207 (131398)
Invested
$35.88
Value
$34.65
PnL
-$1.23
Record
59%
6954-4900 (11854)
Invested
$40.59
Value
$23.27
PnL
-$0.56
Record
54%
10485-8797 (19282)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
49.5¢ 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
Multicoloured-Serf
CTRUnder — $3.9K
ferrariChampions2026
CTRUnder — $3.1K
omnibus-076daa
CTRUnder — $2.9K
GoalLineGhost
Over — $1.2K
Flaznorp
ARBArbitrage — excluded

VeryLucky888
Over — $631.76

0xheavy888
ARBArbitrage — excluded
NM-P
Over — $415.28
GC-P
Over — $415.28
0x760907C8840491c8C86fdDB843D3f1d801786C4e-1771959662080
Over — $363