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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (80%). 1 of 6 traders hold an outcome priced under 50%.

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

Kawasaki Frontale vs. Fagiano Okayama: O/U 3.5

1 of 6 top Polymarket traders hold Over (17%) · Over at 21¢ · $8K held · ended Oct 25

Over21¢Under79¢Ended Sun, Oct 25, 2026View on Polymarket
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⚠️

Avoid

Over

Consensus Traders

6

Over 17%

2 arb excluded

Total Value

$8.0K

Combined PnL

$184.8

Research grade

AvoidOver at 21%

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

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

Over

1 of 6 top traders (17%)Underdog side (market favors Under 80%)2 arbitrage traders dimmed1 holds an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over21%
Under80%

Smart Money Breakdown by Outcome

Over1 trader
Total Value$2.4K
Total Shares4,675
Combined PnL+$136.51
Under5 traders
Total Value$332.18
Total Shares515
Combined PnL+$48.29
Over — 17%Under — 83%

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EV Calculator

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

Break-even chance22.3%

20.5¢ 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
+$347.55
Max Loss
-$100.00
Shares
447.5

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
0xa8ff7dcb...fc159e
Slug
jap-kaw-fag-2026-10-25-total-3pt5
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