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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (86%). 3 of 8 traders hold an outcome priced under 50%.

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

Djurgardens IF vs. Degerfors IF: O/U 2.5

3 of 8 top Polymarket traders hold Under (38%) · Under at 14¢ · $11K held · ended Nov 1

Over86¢Under14¢Ended Sun, Nov 1, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

8

Under 38%

Total Value

$11.0K

Combined PnL

$-1.6K

Smart Money Entry

37.6¢ → 14.5¢

-61% since entry · 3 traders

Research grade

AvoidUnder at 14%

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

Under

3 of 8 top traders (38%)Underdog side (market favors Over 86%)3 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over86%
Under14%

Smart Money Breakdown by Outcome

Over5 traders
Total Value$7.6K
Total Shares9,397
Combined PnL+$1.8K
Under3 traders
Total Value$3.4K
Total Shares18,005
Combined PnL$-3.4K
Over — 63%Under — 37%

Signal Intelligence

Momentum

Cooling

+0 pts consensus

Breadth

2 traders

Top 2 hold 100%

Freshness

Fresh

1h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

33% of non-arb traders are on Under. Concentration is driven by the top two positions owning 100% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleUnder 100% · 1
Aligned
ctrOver 75% · 4
Diverging
Hand-pickedOver 100% · 1
Diverging
Top 1000Over 60% · 5
Diverging

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EV Calculator

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

Break-even chance16.2%

14.5¢ price + 1.0¢ spread + 0.7¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$519.01
Max Loss
-$100.00
Shares
619.0

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
0x96876068...c2bfce
Slug
swe-dju-deg-2026-11-01-total-2pt5
Trade on Polymarket