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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (80%). 7 of 13 traders hold an outcome priced under 50%.

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

Stade Brestois 29 vs. Olympique Lyonnais: O/U 1.5

7 of 13 top Polymarket traders hold Under (54%) · Under at 20¢ · $7K held · ended Nov 8

Over80¢Under20¢Ended Sun, Nov 8, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

13

Under 54%

Total Value

$7.2K

Combined PnL

$1.6K

Smart Money Entry

49.2¢ → 20¢

-59% since entry · 7 traders

Research grade

AvoidUnder at 20%

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

7 of 13 top traders (54%)Underdog side (market favors Over 80%)7 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over80%
Under20%

Smart Money Breakdown by Outcome

Under7 traders
Total Value$5.5K
Total Shares8,002
Combined PnL+$1.1K
Over6 traders
Total Value$1.7K
Total Shares2,325
Combined PnL+$501.07
Under — 54%Over — 46%

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EV Calculator

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

Break-even chance21.8%

20.0¢ price + 1.0¢ spread + 0.8¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$358.10
Max Loss
-$100.00
Shares
458.1

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
0xa00f5b23...1ff276
Slug
fl1-sbr-lyo-2026-11-08-total-1pt5
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