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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 (65%). 9 of 10 traders hold an outcome priced under 50%.

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

Finland vs. San Marino: 1st Half O/U 1.5

9 of 10 top Polymarket traders hold Under (90%) · Under at 36¢ · $2K held · ends Nov 15

Over65¢Under35¢Ends Sun, Nov 15, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Under

Consensus Traders

10

Under 90%

Total Value

$1.6K

Combined PnL

-$66.29

Smart Money Entry

38¢ → 35.5¢

-7% since entry · 9 traders

Research grade

NeutralUnder at 36%

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

Under

9 of 10 top traders (90%)Underdog side (market favors Over 65%)9 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over65%
Under36%

Smart Money Breakdown by Outcome

Under9 traders
Total Value$1.5K
Total Shares4,219
Combined PnL-$67.57
Over1 trader
Total Value$55.28
Total Shares86
Combined PnL+$1.29
Under — 90%Over — 10%

Signal Intelligence

Momentum

Surging

-10 pts consensus

Breadth

9 traders

Top 2 hold 48%

Freshness

Fresh

1h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBroad

90% of non-arb traders are on Under. Concentration is driven by the top two positions owning 48% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrUnder 75% · 4
Aligned
Hand-pickedUnder 100% · 1
Aligned
Top 1000Under 90% · 10
Aligned

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EV Calculator

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

Break-even chance37.7%

35.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$165.54
Max Loss
-$100.00
Shares
265.5

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
0x80e5d6c1...10e206
Slug
unl-fin-smr-2026-11-15-first-half-total-1pt5
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