Smart money holds the underdog side
Most tracked traders hold Under, while the market favors Over (92%). 6 of 7 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

France vs. Türkiye: O/U 1.5
6 of 7 top Polymarket traders hold Under (86%) · Under at 8.5¢ · $37 held · ends Nov 15
⚠️
Avoid
Under
7
Under 86%
$37.12
-$2.26
Research grade
AvoidUnder at 9%
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
6 of 7 top traders (86%)Underdog side (market favors Over 92%)6 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Building
+0 pts consensus
Breadth
6 traders
Top 2 hold 59%
Freshness
Fresh
8h old
Flip Quality
Clean
0 consensus flips
86% of non-arb traders are on Under. Concentration is driven by the top two positions owning 59% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
38 38791873984189CTR<$100 | Underavg 9.5¢ | $15.43 | $13.88 | -$1.55 | 48% 3997-4384 (8381) |
FL FlaznorpCTR<$100 | Underavg 9.2¢ | $6.95 | $7.19 | +$0.24 | 49% 4712-4983 (9695) |
SN SnakeBallCTR<$100 | Underavg 10¢ | $6.15 | $5.54 | -$0.62 | 47% 1204-1385 (2589) |
![]() nigiri99CTR<$100 | Underavg 10¢ | $4.7 | $4.23 | -$0.47 | 50% 748-738 (1486) |
0X 0x99F0d31fdced5B3A0e5Ee2867730A6644a6C9495-1779037126382CTR<$100 | Underavg 9¢ | $3.26 | $3.45 | +$0.18 | 48% 490-523 (1013) |
SU suntori<$100 | Overavg 90¢ | $2.38 | $2.39 | +$0.01 | 46% 3336-3878 (7214) |
SE sentrioCTR<$100 | Underavg 10¢ | $0.5 | $0.45 | -$0.05 | 41% 1195-1702 (2897) |
Invested
$15.43
Value
$13.88
PnL
-$1.55
Record
48%
3997-4384 (8381)
Invested
$6.95
Value
$7.19
PnL
+$0.24
Record
49%
4712-4983 (9695)
Invested
$6.15
Value
$5.54
PnL
-$0.62
Record
47%
1204-1385 (2589)
nigiri99CTR<$100Invested
$4.7
Value
$4.23
PnL
-$0.47
Record
50%
748-738 (1486)
Invested
$3.26
Value
$3.45
PnL
+$0.18
Record
48%
490-523 (1013)
Invested
$2.38
Value
$2.39
PnL
+$0.01
Record
46%
3336-3878 (7214)
Invested
$0.5
Value
$0.45
PnL
-$0.05
Record
41%
1195-1702 (2897)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
8.5¢ price + 1.0¢ spread + 0.4¢ 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.