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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (79%). 7 of 9 traders hold an outcome priced under 50%.

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

Kashiwa Reysol vs. Urawa Red Diamonds: O/U 1.5

7 of 9 top Polymarket traders hold Under (78%) · Under at 22¢ · $654 held · ended Oct 31

Over79¢Under21¢Ended Sat, Oct 31, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

9

Under 78%

Total Value

$653.84

Combined PnL

$142.24

Smart Money Entry

19.1¢ → 21.5¢

+12% since entry · 7 traders

Research grade

AvoidUnder at 22%

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.

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 9 top traders (78%)Underdog side (market favors Over 79%)7 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over79%
Under22%

Smart Money Breakdown by Outcome

Under7 traders
Total Value$615.61
Total Shares2,384
Combined PnL+$159.05
Over2 traders
Total Value$38.23
Total Shares75
Combined PnL-$16.81
Under — 78%Over — 22%

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EV Calculator

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

Break-even chance23.4%

21.5¢ price + 1.0¢ spread + 0.9¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$327.86
Max Loss
-$100.00
Shares
427.9

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
0xfe23e9f5...dafeb6
Slug
jap-rey-ura-2026-10-31-total-1pt5
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