Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (56%). 5 of 8 traders hold an outcome priced under 50%.

Valencia CF vs. Real Madrid CF: O/U 3.5
5 of 8 top Polymarket traders hold Over (63%) · Over at 44¢ · $7K held · ends Nov 7
⚖️
Neutral
Over
8
Over 63%
$7.4K
-$59.62
44¢ → 43.5¢
-1% since entry · 5 traders
Research grade
NeutralOver at 44%
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.
- 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
5 of 8 top traders (63%)Underdog side (market favors Under 56%)5 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Building
+8 pts consensus
Breadth
5 traders
Top 2 hold 99%
Freshness
Mature
37h old
Flip Quality
Clean
0 consensus flips
71% of non-arb traders are on Over. Concentration is driven by the top two positions owning 99% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL FlaznorpCTR | Overavg 44¢ | $6.4K | $6.3K | -$68.7 | 51% 27227-25781 (53008) |
![]() VeryLucky888CTR | Overavg 44¢ | $514.01 | $520.05 | +$6.05 | 58% 47503-34297 (81800) |
GC GC-P | Underavg 57¢ | $284.98 | $287.47 | +$2.5 | 64% 10179-5769 (15948) |
0X 0xe02066958cfd02ee1fc8a4cdb51b56a1ca50f39b | Underavg 57.1¢ | $206.83 | $206.29 | -$0.53 | 53% 232-209 (441) |
NM NM-P<$100 | Underavg 57¢ | $75.06 | $75.72 | +$0.66 | 64% 10182-5720 (15902) |
SE sentrioCTR<$100 | Overavg 44¢ | $15.65 | $15.45 | +$0.17 | 50% 26409-26025 (52434) |
38 38791873984189CTR<$100 | Overavg 44¢ | $14.52 | $14.19 | +$0.17 | 48% 62396-67251 (129647) |
AM ameisgoat11CTR<$100 | Overavg 44¢ | $6.6 | $6.45 | +$0.08 | 52% 9018-8169 (17187) |
Invested
$6,405.84
Value
$6.3K
PnL
-$68.7
Record
51%
27227-25781 (53008)
VeryLucky888CTRInvested
$514.01
Value
$520.05
PnL
+$6.05
Record
58%
47503-34297 (81800)
Invested
$284.98
Value
$287.47
PnL
+$2.5
Record
64%
10179-5769 (15948)
Invested
$206.83
Value
$206.29
PnL
-$0.53
Record
53%
232-209 (441)
Invested
$75.06
Value
$75.72
PnL
+$0.66
Record
64%
10182-5720 (15902)
Invested
$15.65
Value
$15.45
PnL
+$0.17
Record
50%
26409-26025 (52434)
Invested
$14.52
Value
$14.19
PnL
+$0.17
Record
48%
62396-67251 (129647)
Invested
$6.6
Value
$6.45
PnL
+$0.08
Record
52%
9018-8169 (17187)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
43.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.
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.