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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (68%). 1 of 1 traders hold an outcome priced under 50%.

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

New York City FC vs. Nashville SC: O/U 3.5

Positions of the top Polymarket traders in this market · ended Sep 4

Over33¢Under67¢Ended Fri, Sep 4, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Over

Consensus Traders

1

Over 100%

Total Value

$3.7K

Combined PnL

$-3.6K

Research grade

NeutralOver at 33%

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.
  • Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer nothing was measured.
  • 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

Over

1 of 1 top traders (100%)Underdog side (market favors Under 68%)1 holds an outcome priced under 50%

Market Activity
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Outcome Probabilities

Over33%
Under68%

Smart Money Breakdown by Outcome

Over1 trader
Total Value$3.7K
Total Shares11,249
Combined PnL$-3.6K

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EV Calculator

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

Break-even chance34.6%

32.5¢ price + 1.0¢ spread + 1.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$188.90
Max Loss
-$100.00
Shares
288.9

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
0x8d41a41f...f9a766
Slug
mls-nyc-nas-2026-09-04-total-3pt5
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