Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (61%). 5 of 13 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Buccaneers vs. Bears: O/U 52.5
5 of 13 top Polymarket traders hold Over (38%) · Over at 40¢ · $33K held · ended Nov 9
⚖️
Neutral
Over
13
Over 38%
1 arb excluded
$33.2K
$3.0K
52.4¢ → 39.5¢
-25% since entry · 5 traders
Research grade
NeutralOver at 40%
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 13 top traders (38%)Underdog side (market favors Under 61%)1 arbitrage trader dimmed5 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
PR primmCTR | Overavg 52.7¢ | $12.1K | $11.6K | -$503.9 | 46% 1434-1658 (3092) |
0X 0x9b11866433281ade9f2811dbde8acdefc45f5375 | Underavg 40.9¢ | $6.8K | $9.9K | +$3.1K | 50% 5216-5115 (10331) |
AN Anon455 | Underavg 58.5¢ | $2.8K | $2.7K | -$34.69 | 54% 4009-3371 (7380) |
![]() RN1 | Underavg 42.2¢ | $1.7K | $2.5K | +$742.63 | 53% 70249-61821 (132070) |
BI biying88888CTR | Overavg 55.7¢ | $1.8K | $1.6K | -$200.51 | 47% 242-270 (512) |
65 6512395314597884 | Underavg 45.6¢ | $1.0K | $1.3K | +$307.13 | 51% 5685-5538 (11223) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872ARB<$100 | Underavg 48¢ | $1.1K | $1.3K | +$205.89 | 57% 17059-13038 (30097) |
| └ Under leg | Underavg 48¢ | $725.52 | $823.51 | +$98 | |
| └ Over leg | Overavg 34.9¢ | $357.22 | $465.11 | +$107.89 | |
38 38791873984189 | Underavg 64.3¢ | $2.5K | $1.1K | -$445.43 | 48% 70301-75984 (146285) |
JU justaluckydudeCTR | Overavg 41.4¢ | $655.52 | $640.71 | -$14.81 | 53% 13686-12064 (25750) |
DR Dreamwire | Underavg 50¢ | $500 | $454.5 | +$19.83 | 80% 4375-1094 (5469) |
0X 0xb4F978BE63cDF75554b0B46a4262a6dB597cc9A7-1779258330186<$100 | Underavg 60.7¢ | $99.5 | $82.75 | -$16.75 | 46% 566-653 (1219) |
LI LightParadox<$100 | Underavg 50.7¢ | $25.4 | $29.77 | +$4.38 | 47% 2157-2403 (4560) |
QI qidao001CTR<$100 | Overavg 53.6¢ | $24.29 | $21.99 | -$2.29 | 84% 1390-257 (1647) |
SN SnakeBallCTR<$100 | Overavg 35¢ | $2.45 | $3.47 | +$1.01 | 50% 48622-48197 (96819) |
Invested
$12,082.81
Value
$11.6K
PnL
-$503.9
Record
46%
1434-1658 (3092)
Invested
$6,829.74
Value
$9.9K
PnL
+$3.1K
Record
50%
5216-5115 (10331)
Invested
$2,760.82
Value
$2.7K
PnL
-$34.69
Record
54%
4009-3371 (7380)
RN1Invested
$1,708.46
Value
$2.5K
PnL
+$742.63
Record
53%
70249-61821 (132070)
Invested
$1,790.45
Value
$1.6K
PnL
-$200.51
Record
47%
242-270 (512)
Invested
$1,004.46
Value
$1.3K
PnL
+$307.13
Record
51%
5685-5538 (11223)
Invested
$1,082.74
Value
$1.3K
PnL
+$205.89
Record
57%
17059-13038 (30097)
Both legs:
Invested
$2,546.53
Value
$1.1K
PnL
-$445.43
Record
48%
70301-75984 (146285)
Invested
$655.52
Value
$640.71
PnL
-$14.81
Record
53%
13686-12064 (25750)
Invested
$500
Value
$454.5
PnL
+$19.83
Record
80%
4375-1094 (5469)
Invested
$99.5
Value
$82.75
PnL
-$16.75
Record
46%
566-653 (1219)
Invested
$25.4
Value
$29.77
PnL
+$4.38
Record
47%
2157-2403 (4560)
Invested
$24.29
Value
$21.99
PnL
-$2.29
Record
84%
1390-257 (1647)
Invested
$2.45
Value
$3.47
PnL
+$1.01
Record
50%
48622-48197 (96819)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
39.5¢ 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
primm
CTROver — $11.6K
0x9b11866433281ade9f2811dbde8acdefc45f5375
Under — $9.9K
Anon455
Under — $2.7K

RN1
Under — $2.5K
biying88888
CTROver — $1.6K
6512395314597884
Under — $1.3K
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
ARBArbitrage — excluded
38791873984189
Under — $1.1K
justaluckydude
CTROver — $640.71
Dreamwire
Under — $454.5