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
⚠️
Avoid
Over
9
Over 33%
1 arb excluded
$2.3K
$253.33
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
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)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
LU LuckyLooCTR | Overavg 39¢ | $421.15 | $577.73 | +$156.58 | 35% 520-947 (1467) |
TO topdogbigboiCTR | Overavg 50.8¢ | $405.88 | $427.81 | +$21.93 | 38% 1175-1954 (3129) |
![]() VeryLucky888 | Underavg 46.7¢ | $360.47 | $355.27 | -$1.82 | 54% 1525-1316 (2841) |
![]() RN1ARB<$100 | Overavg 39¢ | $255.18 | $313.79 | +$58.62 | 55% 5525-4565 (10090) |
| └ Over leg | Overavg 39¢ | $169.43 | $232.42 | +$62.99 | |
| └ Under leg | Underavg 49¢ | $85.75 | $81.38 | -$4.38 | |
LI Limousin | Underavg 49¢ | $190.68 | $225.7 | +$35.02 | 37% 1064-1806 (2870) |
VE Venusian | Underavg 49¢ | $104.47 | $123.66 | +$19.19 | 37% 1070-1834 (2904) |
LI LightParadox | Underavg 49¢ | $100.45 | $118.9 | +$18.45 | 37% 1085-1829 (2914) |
SU suntoriCTR<$100 | Overavg 53¢ | $91.99 | $92.86 | +$0.87 | 46% 2852-3388 (6240) |
FL Flaznorp<$100 | Underavg 39.6¢ | $17.13 | $19.88 | +$2.74 | 49% 4123-4317 (8440) |
AM ameisgoat11<$100 | Underavg 39¢ | $1.95 | $2.33 | +$0.38 | 41% 708-1019 (1727) |
Invested
$421.15
Value
$577.73
PnL
+$156.58
Record
35%
520-947 (1467)
Invested
$405.88
Value
$427.81
PnL
+$21.93
Record
38%
1175-1954 (3129)
VeryLucky888Invested
$360.47
Value
$355.27
PnL
-$1.82
Record
54%
1525-1316 (2841)
RN1ARB<$100Invested
$255.18
Value
$313.79
PnL
+$58.62
Record
55%
5525-4565 (10090)
Both legs:
Invested
$190.68
Value
$225.7
PnL
+$35.02
Record
37%
1064-1806 (2870)
Invested
$104.47
Value
$123.66
PnL
+$19.19
Record
37%
1070-1834 (2904)
Invested
$100.45
Value
$118.9
PnL
+$18.45
Record
37%
1085-1829 (2914)
Invested
$91.99
Value
$92.86
PnL
+$0.87
Record
46%
2852-3388 (6240)
Invested
$17.13
Value
$19.88
PnL
+$2.74
Record
49%
4123-4317 (8440)
Invested
$1.95
Value
$2.33
PnL
+$0.38
Record
41%
708-1019 (1727)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
20.5¢ price + 1.0¢ spread + 0.8¢ 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.
Market Info
Traders in this Market
LuckyLoo
CTROver — $577.73
topdogbigboi
CTROver — $427.81

VeryLucky888
Under — $355.27

RN1
ARBArbitrage — excluded
Limousin
Under — $225.7
Venusian
Under — $123.66
LightParadox
Under — $118.9
suntori
CTROver — $92.86
Flaznorp
Under — $19.88
ameisgoat11
Under — $2.33