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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (80%). 3 of 9 traders hold an outcome priced under 50%.

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

Querétaro FC vs. CF Monterrey: O/U 2.5

3 of 9 top Polymarket traders hold Over (33%) · Over at 21¢ · $2K held · ended Nov 14

Over21¢Under79¢Ended Sat, Nov 14, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

9

Over 33%

1 arb excluded

Total Value

$2.3K

Combined PnL

$253.33

Smart Money Entry

44.8¢ → 20.5¢

-54% since entry · 3 traders

Research grade

AvoidOver at 21%

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

Over

3 of 9 top traders (33%)Underdog side (market favors Under 80%)1 arbitrage trader dimmed3 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over21%
Under80%

Smart Money Breakdown by Outcome

Over3 traders
Total Value$1.1K
Total Shares2,053
Combined PnL+$179.38
Under6 traders
Total Value$845.73
Total Shares1,617
Combined PnL+$73.96
Over — 33%Under — 67%

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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
0x0c5cf9c8...a9f36a
Slug
mex-que-mon1-2026-09-05-total-2pt5
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