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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (100%). 5 of 11 traders hold an outcome priced under 50%.

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

AD Tarma vs. CD Moquegua: O/U 2.5

5 of 11 top Polymarket traders hold Over (45%) · Over at 0.1¢ · $2K held · ended Oct 28

Over<1¢Under>99¢Ended Wed, Oct 28, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

11

Over 45%

Total Value

$1.6K

Combined PnL

-$109.03

Smart Money Entry

38.9¢ → 0.1¢

-100% since entry · 5 traders

Research grade

AvoidOver at 0%

Matches a pattern that lost clearly more than the plain consensus in our tests.

  • Consensus side under 30¢Full year, out of sample: 0.05–0.30 lost −8.1 % a trade (n 11,568), under 0.20 −20.5 % (n 3,615). Oct 22 backtest: −29.5 % (n 1,625). The strongest effect in every test.
  • 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.

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

5 of 11 top traders (45%)Underdog side (market favors Under 100%)5 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over0%
Under100%

Smart Money Breakdown by Outcome

Over5 traders
Total Value$774.27
Total Shares2,328
Combined PnL-$116.64
Under6 traders
Total Value$799.85
Total Shares1,060
Combined PnL+$7.61
Over — 45%Under — 55%

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EV Calculator

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

Break-even chance1.1%

0.1¢ price + 1.0¢ spread + 0.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$8974.83
Max Loss
-$100.00
Shares
9074.8

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
0x16291f0d...a60fac
Slug
per1-adt-cdm-2026-10-28-total-2pt5
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