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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (67%). 8 of 11 traders hold an outcome priced under 50%.

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

Rangers vs. Canucks: O/U 8.5

8 of 11 top Polymarket traders hold Over (73%) · Over at 34¢ · $691 held · ended Nov 14

Over34¢Under66¢Ended Sat, Nov 14, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Over

Consensus Traders

11

Over 73%

Total Value

$691.26

Combined PnL

$213.52

Smart Money Entry

28.9¢ → 33.5¢

+16% since entry · 8 traders

Research grade

NeutralOver at 34%

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

Over

8 of 11 top traders (73%)Underdog side (market favors Under 67%)8 hold an outcome priced under 50%9 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over34%
Under67%

Smart Money Breakdown by Outcome

Over8 traders
Total Value$613.58
Total Shares1,394
Combined PnL+$213.09
Under3 traders
Total Value$77.69
Total Shares131
Combined PnL+$0.43
Over — 73%Under — 27%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

6 traders

Top 2 hold 82%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

67% of non-arb traders are on Over. Concentration is driven by the top two positions owning 82% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
sharpUnder 100% · 1
Diverging
ctrOver 75% · 4
Aligned
Top 1000Over 67% · 9
Aligned

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EV Calculator

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

Break-even chance35.6%

33.5¢ 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
+$180.66
Max Loss
-$100.00
Shares
280.7

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
0x3de35e3c...7bcc79
Slug
nhl-nyr-van-2026-11-13-total-8pt5
Trade on Polymarket