Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (81%). 3 of 13 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Mavericks vs. Cavaliers: O/U 251.5
3 of 13 top Polymarket traders hold Over (23%) · Over at 20¢ · $6K held · ended Nov 15
⚠️
Avoid
Over
13
Over 23%
$5.7K
$-1.7K
52.7¢ → 19.5¢
-63% since entry · 3 traders
Research grade
AvoidOver at 20%
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.
- BasketballFull year, out of sample: basketball lost −4.8 % a trade (n 1,747, 95 % CI −9.2 to +0.3); Oct 22 backtest: −12.0 % and −9.2 % in its two windows.
- 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 13 top traders (23%)Underdog side (market favors Under 81%)3 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x9b11866433281ade9f2811dbde8acdefc45f5375 | Underavg 47¢ | $1.8K | $1.9K | +$110.54 | 51% 528-501 (1029) |
LU luckycat888888CTR | Overavg 52.9¢ | $3.7K | $1.4K | $-2.3K | 28% 48-122 (170) |
AN Anon455 | Underavg 47.5¢ | $1.0K | $1.1K | +$82.49 | 49% 430-445 (875) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872 | Underavg 47¢ | $502.87 | $657.25 | +$254.78 | 55% 1770-1448 (3218) |
VE Venusian | Underavg 46¢ | $70.1 | $121.15 | +$51.05 | 37% 1155-1966 (3121) |
FL Flaznorp | Underavg 82¢ | $100.34 | $100.74 | +$0.4 | 49% 4290-4528 (8818) |
38 38791873984189 | Underavg 47¢ | $103.4 | $83 | +$78 | 47% 3551-3935 (7486) |
TA takeormakeCTR<$100 | Overavg 54¢ | $82.29 | $76.2 | -$6.1 | 57% 3591-2667 (6258) |
LI Limousin<$100 | Underavg 49¢ | $66.07 | $67.42 | +$1.35 | 37% 1153-1939 (3092) |
PA Pan9X<$100 | Underavg 47.3¢ | $42.6 | $43.2 | +$0.6 | 50% 1827-1860 (3687) |
CI cigarettesCTR<$100 | Overavg 30¢ | $14.72 | $24.53 | +$9.81 | 53% 7310-6373 (13683) |
GH ghorrock<$100 | Underavg 47.3¢ | $7.1 | $7.2 | +$0.1 | 53% 2063-1842 (3905) |
TO topdogbigboi<$100 | Underavg 46¢ | $0.94 | $0.95 | +$0.01 | 38% 1308-2106 (3414) |
Invested
$1,814.69
Value
$1.9K
PnL
+$110.54
Record
51%
528-501 (1029)
Invested
$3,723.6
Value
$1.4K
PnL
$-2.3K
Record
28%
48-122 (170)
Invested
$1,045.43
Value
$1.1K
PnL
+$82.49
Record
49%
430-445 (875)
Invested
$502.87
Value
$657.25
PnL
+$254.78
Record
55%
1770-1448 (3218)
Invested
$70.1
Value
$121.15
PnL
+$51.05
Record
37%
1155-1966 (3121)
Invested
$100.34
Value
$100.74
PnL
+$0.4
Record
49%
4290-4528 (8818)
Invested
$103.4
Value
$83
PnL
+$78
Record
47%
3551-3935 (7486)
Invested
$82.29
Value
$76.2
PnL
-$6.1
Record
57%
3591-2667 (6258)
Invested
$66.07
Value
$67.42
PnL
+$1.35
Record
37%
1153-1939 (3092)
Invested
$42.6
Value
$43.2
PnL
+$0.6
Record
50%
1827-1860 (3687)
Invested
$14.72
Value
$24.53
PnL
+$9.81
Record
53%
7310-6373 (13683)
Invested
$7.1
Value
$7.2
PnL
+$0.1
Record
53%
2063-1842 (3905)
Invested
$0.94
Value
$0.95
PnL
+$0.01
Record
38%
1308-2106 (3414)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
19.5¢ 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
0x9b11866433281ade9f2811dbde8acdefc45f5375
Under — $1.9K
luckycat888888
CTROver — $1.4K
Anon455
Under — $1.1K
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
Under — $657.25
Venusian
Under — $121.15
Flaznorp
Under — $100.74
38791873984189
Under — $83
takeormake
CTROver — $76.2
Limousin
Under — $67.42
Pan9X
Under — $43.2