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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (53%). 10 of 12 traders hold an outcome priced under 50%.

Jaguars vs. Titans: O/U 44.5

10 of 12 top Polymarket traders hold Under (83%) · Under at 48¢ · $15K held · ends Nov 15

Over53¢Under47¢Ends Sun, Nov 15, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Under

Consensus Traders

12

Under 83%

Total Value

$14.9K

Combined PnL

$773.55

Smart Money Entry

45¢ → 47.5¢

+6% since entry · 10 traders

Research grade

NeutralUnder at 48%

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.
  • 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

Under

10 of 12 top traders (83%)Underdog side (market favors Over 53%)10 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over53%
Under48%

Smart Money Breakdown by Outcome

Under10 traders
Total Value$14.8K
Total Shares31,077
Combined PnL+$776.49
Over2 traders
Total Value$124.2
Total Shares233
Combined PnL-$2.94
Under — 83%Over — 17%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

10 traders

Top 2 hold 67%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBalanced

83% of non-arb traders are on Under. Concentration is driven by the top two positions owning 67% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrUnder 90% · 10
Aligned
Top 1000Under 83% · 12
Aligned

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EV Calculator

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

Break-even chance49.7%

47.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$101.01
Max Loss
-$100.00
Shares
201.0

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
0x21401c26...202684
Slug
nfl-jax-ten-2026-11-15-total-44pt5
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