
Belgium vs. Italy: 1st Half O/U 1.5
6 of 10 top Polymarket traders hold Under (60%) · Under at 70¢ · $3K held · ended Nov 15
⚖️
Neutral
Under
10
Under 60%
1 arb excluded
$2.6K
$13.4
59.2¢ → 69.5¢
+17% since entry · 6 traders
Research grade
NeutralUnder at 70%
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.
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
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
6 of 10 top traders (60%)1 arbitrage trader dimmed4 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+13 pts consensus
Breadth
5 traders
Top 2 hold 64%
Freshness
Fresh
4h old
Flip Quality
Clean
0 consensus flips
56% of non-arb traders are on Under. Concentration is driven by the top two positions owning 64% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
LO lonmi2511 | Underavg 58.6¢ | $985.95 | $992.51 | +$6.55 | 59% 756-520 (1276) |
FL FlaznorpARB<$100 | Overavg 38¢ | $481.44 | $464.63 | +$10.81 | 48% 4769-5064 (9833) |
| └ Over leg | Overavg 38¢ | $251.33 | $287.71 | +$34.01 | |
| └ Under leg | Underavg 63.9¢ | $200.12 | $176.93 | -$23.2 | |
NM NM-P | Underavg 60¢ | $369.23 | $363.07 | -$6.15 | 59% 3966-2735 (6701) |
GC GC-P | Underavg 60¢ | $294.23 | $289.32 | -$4.9 | 43% 567-758 (1325) |
38 38791873984189 | Underavg 59.3¢ | $370.51 | $250.83 | +$14.79 | 48% 4016-4413 (8429) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872CTR<$100 | Overavg 33.5¢ | $96.21 | $96.31 | +$0.1 | 55% 1995-1659 (3654) |
LE LeLynxMalynx<$100 | Underavg 60.2¢ | $79.44 | $77.88 | -$1.56 | 57% 691-531 (1222) |
SU suntoriCTR<$100 | Overavg 41¢ | $49.52 | $52.54 | +$3.02 | 46% 3371-3906 (7277) |
FE ferdinand2CTR<$100 | Overavg 38¢ | $30.35 | $31.63 | +$1.28 | 48% 2617-2816 (5433) |
SE sentrioCTR<$100 | Overavg 38¢ | $5.7 | $6.15 | +$0.45 | 41% 1200-1727 (2927) |
![]() RN1<$100 | Underavg 65¢ | $1.86 | $1.69 | -$0.17 | 54% 6080-5160 (11240) |
Invested
$985.95
Value
$992.51
PnL
+$6.55
Record
59%
756-520 (1276)
Invested
$481.44
Value
$464.63
PnL
+$10.81
Record
48%
4769-5064 (9833)
Both legs:
Invested
$369.23
Value
$363.07
PnL
-$6.15
Record
59%
3966-2735 (6701)
Invested
$294.23
Value
$289.32
PnL
-$4.9
Record
43%
567-758 (1325)
Invested
$370.51
Value
$250.83
PnL
+$14.79
Record
48%
4016-4413 (8429)
Invested
$96.21
Value
$96.31
PnL
+$0.1
Record
55%
1995-1659 (3654)
Invested
$79.44
Value
$77.88
PnL
-$1.56
Record
57%
691-531 (1222)
Invested
$49.52
Value
$52.54
PnL
+$3.02
Record
46%
3371-3906 (7277)
Invested
$30.35
Value
$31.63
PnL
+$1.28
Record
48%
2617-2816 (5433)
Invested
$5.7
Value
$6.15
PnL
+$0.45
Record
41%
1200-1727 (2927)
RN1<$100Invested
$1.86
Value
$1.69
PnL
-$0.17
Record
54%
6080-5160 (11240)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
69.5¢ price + 1.0¢ spread + 1.0¢ 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
lonmi2511
Under — $992.51
Flaznorp
ARBArbitrage — excluded
NM-P
Under — $363.07
GC-P
Under — $289.32
38791873984189
Under — $250.83
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
CTROver — $96.31
LeLynxMalynx
Under — $77.88
suntori
CTROver — $52.54
ferdinand2
CTROver — $31.63
sentrio
CTROver — $6.15