Smart money holds the underdog side
Most tracked traders hold Under, while the market favors Over (52%). 3 of 3 traders hold an outcome priced under 50%.
Chiefs vs. Broncos: O/U 40.5
3 of 3 top Polymarket traders hold Under (100%) · Under at 48¢ · $2K held · ends Nov 1
⚖️
Neutral
Under
3
Under 100%
$2.1K
-$10.78
48.2¢ → 47.5¢
-2% since entry · 3 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.
- 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
3 of 3 top traders (100%)Underdog side (market favors Over 52%)3 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
 VeryLucky888CTR | Underavg 48.2¢ | $2.0K | $2.0K | -$10 | 58% 42674-31054 (73728) |
 0xheavy888CTR<$100 | Underavg 48¢ | $56.15 | $55.62 | -$0.53 | 55% 7314-5881 (13195) |
LE LeLynxMalynxCTR<$100 | Underavg 49¢ | $24.01 | $23.52 | -$0.25 | 57% 29226-21613 (50839) |
Chat
Sign in with your wallet to post.
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
47.5¢ 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.