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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (70%). 3 of 9 traders hold an outcome priced under 50%.

Historically, consensus on sides priced under 40¢ lost money after costs.

Seahawks vs. Raiders: O/U 42.5

3 of 9 top Polymarket traders hold Under (33%) · Under at 31¢ · $11K held · ended Nov 15

Over70¢Under30¢Ended Sun, Nov 15, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Under

Consensus Traders

9

Under 33%

2 arb excluded

Total Value

$10.9K

Combined PnL

-$732.81

Smart Money Entry

48.3¢ → 30.5¢

-37% since entry · 3 traders

Research grade

NeutralUnder at 31%

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

Under

3 of 9 top traders (33%)Underdog side (market favors Over 70%)2 arbitrage traders dimmed3 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over70%
Under31%

Smart Money Breakdown by Outcome

Under3 traders
Total Value$2.7K
Total Shares7,186
Combined PnL-$763.55
Over6 traders
Total Value$2.7K
Total Shares5,305
Combined PnL+$30.74
Under — 33%Over — 67%

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EV Calculator

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

Break-even chance32.6%

30.5¢ price + 1.0¢ spread + 1.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$206.95
Max Loss
-$100.00
Shares
306.9

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
0x997abd98...c63e9a
Slug
nfl-sea-lv-2026-11-15-total-42pt5
Trade on Polymarket