PolyConsensus
Back to Markets

Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (74%). 4 of 5 traders hold an outcome priced under 50%.

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

Cerezo Ōsaka vs. JEF United Ichihara Chiba: O/U 2.5

4 of 5 top Polymarket traders hold Under (80%) · Under at 27¢ · $3K held · ended Oct 25

Over74¢Under26¢Ended Sun, Oct 25, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

5

Under 80%

1 arb excluded

Total Value

$2.6K

Combined PnL

$82.16

Smart Money Entry

48.3¢ → 26.5¢

-45% since entry · 4 traders

Research grade

AvoidUnder at 27%

Matches a pattern that lost clearly more than the trading costs in the backtests.

  • Consensus side under 30¢Longshots (0.05–0.30) lost −29.5 % a trade pooled (n 1,625; −22 % in spring, −35 % in October): the strongest effect in the backtests.
  • Spread or totalSpreads and totals: −14.5 % a trade in spring (95 % CI −27 to −1), +1.5 % in October: no edge.

Backtest of Oct 22 2026: one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees. The grade never goes above “Research candidate”: no rule passed the multiple-testing check. It is not a forecast and not advice.

Smart Money Signal

Under

4 of 5 top traders (80%)Underdog side (market favors Over 74%)1 arbitrage trader dimmed4 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over74%
Under27%

Smart Money Breakdown by Outcome

Under4 traders
Total Value$1.6K
Total Shares2,806
Combined PnL+$246.95
Over1 trader
Total Value$865.12
Total Shares2,060
Combined PnL-$164.78
Under — 80%Over — 20%

Chat

Sign in with your wallet to post.

EV Calculator

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

Break-even chance28.5%

26.5¢ 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
+$250.92
Max Loss
-$100.00
Shares
350.9

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
0x9c114e06...35ebf5
Slug
jap-cer-jef-2026-10-25-total-2pt5
Trade on Polymarket