
Nashville SC vs. New York Red Bulls: O/U 3.5
4 of 9 top Polymarket traders hold Over (44%) · Over at 52¢ · $3K held · ends Nov 1
⚖️
Neutral
Over
9
Over 44%
$2.5K
$1.14
51¢ → 51.5¢
+1% since entry · 4 traders
Research grade
NeutralOver at 52%
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.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
- Side priced 50–60¢Full year, out of sample: 0.50–0.70 lost −2.9 % a trade (n 23,546, 95 % CI −3.9 to −1.9).
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
4 of 9 top traders (44%)5 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
4 traders
Top 2 hold 95%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
44% of non-arb traders are on Over. Concentration is driven by the top two positions owning 95% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() us391 | Overavg 51¢ | $1.2K | $1.2K | +$0.44 | 51% 1713-1675 (3388) |
AY ay118 | Overavg 51¢ | $620 | $620 | +$0 | 47% 36-41 (77) |
![]() VeryLucky888CTR | Underavg 48.5¢ | $242.49 | $244.99 | +$2.5 | 58% 42718-31089 (73807) |
![]() 0xheavy888CTR | Underavg 48.5¢ | $194 | $196 | +$2 | 55% 7319-5884 (13203) |
BE berlinskies | Overavg 52¢ | $187.13 | $183.63 | -$3.5 | 58% 5897-4320 (10217) |
LE LeLynxMalynxCTR<$100 | Underavg 49¢ | $37.24 | $37.24 | +$0 | 57% 29247-21632 (50879) |
AN AnonymousUsername<$100 | Overavg 47¢ | $14.77 | $16.02 | +$0.16 | 72% 6833-2629 (9462) |
AM ameisgoat11CTR<$100 | Underavg 51¢ | $4.9 | $5 | -$0.05 | 52% 7507-6801 (14308) |
![]() HRTradingCTR<$100 | Underavg 53¢ | $5.31 | $4.9 | -$0.4 | 53% 5677-5082 (10759) |
us391Invested
$1,213.26
Value
$1.2K
PnL
+$0.44
Record
51%
1713-1675 (3388)
Invested
$620
Value
$620
PnL
+$0
Record
47%
36-41 (77)
VeryLucky888CTRInvested
$242.49
Value
$244.99
PnL
+$2.5
Record
58%
42718-31089 (73807)
0xheavy888CTRInvested
$194
Value
$196
PnL
+$2
Record
55%
7319-5884 (13203)
Invested
$187.13
Value
$183.63
PnL
-$3.5
Record
58%
5897-4320 (10217)
Invested
$37.24
Value
$37.24
PnL
+$0
Record
57%
29247-21632 (50879)
Invested
$14.77
Value
$16.02
PnL
+$0.16
Record
72%
6833-2629 (9462)
Invested
$4.9
Value
$5
PnL
-$0.05
Record
52%
7507-6801 (14308)
HRTradingCTR<$100Invested
$5.31
Value
$4.9
PnL
-$0.4
Record
53%
5677-5082 (10759)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
51.5¢ 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.