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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

Over51¢Under49¢Ends Sun, Nov 8, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Under

Consensus Traders

12

Under 42%

2 arb excluded

Total Value

$14.7K

Combined PnL

-$61

Smart Money Entry

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

Under

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)

Market Activity

Outcome Probabilities

Over51%
Under50%

Smart Money Breakdown by Outcome

Under5 traders
Total Value$10.1K
Total Shares22,364
Combined PnL+$108.94
Over7 traders
Total Value$3.1K
Total Shares6,004
Combined PnL-$169.94
Under — 42%Over — 58%

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EV Calculator

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

Break-even chance51.7%

49.5¢ 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
+$93.24
Max Loss
-$100.00
Shares
193.2

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
0xffa4175d...bf679a
Slug
fl1-ren-lil-2026-11-08-total-2pt5
Trade on Polymarket