Smart money holds the underdog side
Most tracked traders hold Under, while the market favors Over (53%). 5 of 11 traders hold an outcome priced under 50%.

Dolphins vs. Colts: O/U 36.5
5 of 11 top Polymarket traders hold Under (45%) · Under at 47¢ · $33K held · ends Nov 15
⚖️
Neutral
Under
11
Under 45%
$32.7K
$508.11
46.5¢ → 47¢
+1% since entry · 5 traders
Research grade
NeutralUnder at 47%
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.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that 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
5 of 11 top traders (45%)Underdog side (market favors Over 53%)5 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
1 traders
Top 2 hold 100%
Freshness
Fresh
8h old
Flip Quality
Clean
0 consensus flips
14% of non-arb traders are on Under. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
MU Multicoloured-SerfCTR | Underavg 46.5¢ | $16.4K | $16.8K | +$344.1 | 48% 719-766 (1485) |
HO HomeRunHazard | Overavg 53¢ | $6.9K | $7.0K | +$129.68 | 56% 3918-3096 (7014) |
HI hi774c | Overavg 53¢ | $5.5K | $5.6K | +$103.69 | 26% 247-689 (936) |
38 38791873984189 | Overavg 54.7¢ | $2.7K | $2.6K | -$73.43 | 48% 3920-4262 (8182) |
SN SnakeBallCTR | Underavg 47¢ | $283.48 | $283.48 | -$0 | 47% 1165-1328 (2493) |
0X 0x99F0d31fdced5B3A0e5Ee2867730A6644a6C9495-1779037126382 | Overavg 53¢ | $189.74 | $193.32 | +$3.58 | 48% 468-503 (971) |
NM NM-PCTR | Underavg 47¢ | $117.5 | $117.5 | +$0 | 59% 3945-2726 (6671) |
GC GC-PCTR | Underavg 47¢ | $117.5 | $117.5 | +$0 | 42% 545-745 (1290) |
0X 0x8g68hBa8tyH1946Bhjb674g3fuyUIGYUi4uhflksCTR<$100 | Underavg 47¢ | $91.18 | $91.18 | -$0 | 52% 418-382 (800) |
GH ghorrock<$100 | Overavg 54¢ | $29.74 | $7.38 | +$0.46 | 53% 2282-2055 (4337) |
![]() VeryLucky888 | Overavg 53¢ | $530.49 | $1.12 | +$0.03 | 53% 1840-1607 (3447) |
Invested
$16,422.05
Value
$16.8K
PnL
+$344.1
Record
48%
719-766 (1485)
Invested
$6,873
Value
$7.0K
PnL
+$129.68
Record
56%
3918-3096 (7014)
Invested
$5,495.77
Value
$5.6K
PnL
+$103.69
Record
26%
247-689 (936)
Invested
$2,667.1
Value
$2.6K
PnL
-$73.43
Record
48%
3920-4262 (8182)
Invested
$283.48
Value
$283.48
PnL
-$0
Record
47%
1165-1328 (2493)
Invested
$189.74
Value
$193.32
PnL
+$3.58
Record
48%
468-503 (971)
Invested
$117.5
Value
$117.5
PnL
+$0
Record
59%
3945-2726 (6671)
Invested
$117.5
Value
$117.5
PnL
+$0
Record
42%
545-745 (1290)
Invested
$91.18
Value
$91.18
PnL
-$0
Record
52%
418-382 (800)
Invested
$29.74
Value
$7.38
PnL
+$0.46
Record
53%
2282-2055 (4337)
VeryLucky888Invested
$530.49
Value
$1.12
PnL
+$0.03
Record
53%
1840-1607 (3447)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
47.0¢ 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
Multicoloured-Serf
CTRUnder — $16.8K
HomeRunHazard
Over — $7.0K
hi774c
Over — $5.6K
38791873984189
Over — $2.6K
SnakeBall
CTRUnder — $283.48
0x99F0d31fdced5B3A0e5Ee2867730A6644a6C9495-1779037126382
Over — $193.32
NM-P
CTRUnder — $117.5
GC-P
CTRUnder — $117.5
0x8g68hBa8tyH1946Bhjb674g3fuyUIGYUi4uhflks
CTRUnder — $91.18
ghorrock
Over — $7.38