Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (56%). 5 of 8 traders hold an outcome priced under 50%.

Jaguars vs. Titans: O/U 48.5
5 of 8 top Polymarket traders hold Over (63%) · Over at 44¢ · $5K held · ended Nov 15
⚖️
Neutral
Over
8
Over 63%
2 arb excluded
$5.4K
-$99.21
48.1¢ → 43.5¢
-10% since entry · 5 traders
Research grade
NeutralOver at 44%
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
5 of 8 top traders (63%)Underdog side (market favors Under 56%)2 arbitrage traders dimmed5 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+43 pts consensus
Breadth
5 traders
Top 2 hold 94%
Freshness
Fresh
4h old
Flip Quality
Watch
1 consensus flip
63% of non-arb traders are on Over. Concentration is driven by the top two positions owning 94% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
KE keeptheblueflagflyinghighARB<$100 | Underavg 49¢ | $2.1K | $2.2K | +$132.28 | 50% 2863-2911 (5774) |
| └ Under leg | Underavg 49¢ | $1.4K | $1.5K | +$165.35 | |
| └ Over leg | Overavg 47¢ | $759.97 | $726.9 | -$33.07 | |
![]() CUTJALENHURTSCTR | Overavg 51¢ | $1.5K | $1.3K | -$127.95 | 52% 2694-2510 (5204) |
0X 0x9b11866433281ade9f2811dbde8acdefc45f5375 | Underavg 52¢ | $612.22 | $629.88 | +$17.66 | 51% 572-546 (1118) |
SU SunlineTicker | Underavg 60¢ | $536.04 | $491.42 | -$44.62 | 69% 1738-777 (2515) |
38 38791873984189CTR | Overavg 40¢ | $327.2 | $368.1 | +$40.9 | 48% 3997-4384 (8381) |
DR Dreamwire | Underavg 52¢ | $140.4 | $144.45 | +$4.05 | 77% 277-81 (358) |
NO NotJumpARB<$100 | Underavg 49¢ | $54.63 | $56.88 | +$2.25 | 50% 1156-1164 (2320) |
| └ Under leg | Underavg 49¢ | $30.63 | $34.38 | +$3.75 | |
| └ Over leg | Overavg 48¢ | $24 | $22.5 | -$1.5 | |
SN SnakeBallCTR<$100 | Overavg 40¢ | $50.39 | $56.69 | +$6.3 | 47% 1204-1385 (2589) |
PA Pan9XCTR<$100 | Overavg 40¢ | $31.6 | $35.55 | +$3.95 | 50% 2197-2203 (4400) |
FO forecastication4CTR<$100 | Overavg 40¢ | $4 | $4.5 | +$0.5 | 36% 204-361 (565) |
Invested
$2,110.35
Value
$2.2K
PnL
+$132.28
Record
50%
2863-2911 (5774)
Both legs:
CUTJALENHURTSCTRInvested
$1,450.12
Value
$1.3K
PnL
-$127.95
Record
52%
2694-2510 (5204)
Invested
$612.22
Value
$629.88
PnL
+$17.66
Record
51%
572-546 (1118)
Invested
$536.04
Value
$491.42
PnL
-$44.62
Record
69%
1738-777 (2515)
Invested
$327.2
Value
$368.1
PnL
+$40.9
Record
48%
3997-4384 (8381)
Invested
$140.4
Value
$144.45
PnL
+$4.05
Record
77%
277-81 (358)
Invested
$54.63
Value
$56.88
PnL
+$2.25
Record
50%
1156-1164 (2320)
Both legs:
Invested
$50.39
Value
$56.69
PnL
+$6.3
Record
47%
1204-1385 (2589)
Invested
$31.6
Value
$35.55
PnL
+$3.95
Record
50%
2197-2203 (4400)
Invested
$4
Value
$4.5
PnL
+$0.5
Record
36%
204-361 (565)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
43.5¢ 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.
Market Info
Traders in this Market
keeptheblueflagflyinghigh
ARBArbitrage — excluded

CUTJALENHURTS
CTROver — $1.3K
0x9b11866433281ade9f2811dbde8acdefc45f5375
Under — $629.88
SunlineTicker
Under — $491.42
38791873984189
CTROver — $368.1
Dreamwire
Under — $144.45
NotJump
ARBArbitrage — excluded
SnakeBall
CTROver — $56.69
Pan9X
CTROver — $35.55
forecastication4
CTROver — $4.5