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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (100%). 6 of 9 traders hold an outcome priced under 50%.

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

Czechia vs. Spain: Spain O/U 0.5

6 of 9 top Polymarket traders hold Under (67%) · Under at 0.1¢ · $125 held · ended Nov 12

Over>99¢Under<1¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

9

Under 67%

Total Value

$125.4

Combined PnL

-$182.92

Smart Money Entry

6¢ → 0.1¢

-99% since entry · 6 traders

Research grade

AvoidUnder 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.

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

6 of 9 top traders (67%)Underdog side (market favors Over 100%)6 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over100%
Under0%

Smart Money Breakdown by Outcome

Over3 traders
Total Value$123.89
Total Shares124
Combined PnL-$3.82
Under6 traders
Total Value$1.51
Total Shares3,020
Combined PnL-$179.1
Over — 33%Under — 67%

Signal Intelligence

Momentum

Surging

+24 pts consensus

Breadth

6 traders

Top 2 hold 95%

Freshness

Fresh

9h old

Flip Quality

Watch

1 consensus flip

Breadth vs concentrationCrowded

67% of non-arb traders are on Under. Concentration is driven by the top two positions owning 95% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrUnder 71% · 7
Aligned
Top 1000Under 67% · 9
Aligned

Chat

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
0x70423ac6...e2f6f4
Slug
unl-cze-esp-2026-11-12-team-total-away-0pt5
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