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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (84%). 5 of 16 traders hold an outcome priced under 50%.

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

Sporting Kansas City vs. FC Dallas: O/U 2.5

5 of 16 top Polymarket traders hold Under (31%) · Under at 17¢ · $9K held · ended Oct 31

Over84¢Under16¢Ended Sat, Oct 31, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

16

Under 31%

1 arb excluded

Total Value

$9.3K

Combined PnL

-$218.65

Smart Money Entry

41.3¢ → 16.5¢

-60% since entry · 5 traders

Research grade

AvoidUnder at 17%

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

Under

5 of 16 top traders (31%)Underdog side (market favors Over 84%)1 arbitrage trader dimmed5 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over84%
Under17%

Smart Money Breakdown by Outcome

Under5 traders
Total Value$3.9K
Total Shares11,550
Combined PnL-$890.35
Over11 traders
Total Value$5.3K
Total Shares7,431
Combined PnL+$671.71
Under — 31%Over — 69%

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EV Calculator

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

Break-even chance18.2%

16.5¢ price + 1.0¢ spread + 0.7¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$448.79
Max Loss
-$100.00
Shares
548.8

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
0x834e5c54...342daa
Slug
mls-skc-dal-2026-10-31-total-2pt5
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