Smart money holds the underdog side
Most tracked traders hold Under, while the market favors Over (51%). 5 of 12 traders hold an outcome priced under 50%.

Croatia vs. Czechia: O/U 3.5
5 of 12 top Polymarket traders hold Under (42%) · Under at 50¢ · $3K held · ended Nov 15
⚖️
Neutral
Under
12
Under 42%
1 arb excluded
$2.6K
-$1.8
65.6¢ → 49.5¢
-25% since entry · 5 traders
Research grade
NeutralUnder at 50%
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.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
- 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
5 of 12 top traders (42%)Underdog side (market favors Over 51%)1 arbitrage trader dimmed5 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+9 pts consensus
Breadth
5 traders
Top 2 hold 81%
Freshness
Fresh
10h old
Flip Quality
Clean
0 consensus flips
42% of non-arb traders are on Under. Concentration is driven by the top two positions owning 81% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0xe02066958cfd02ee1fc8a4cdb51b56a1ca50f39bCTR | Underavg 65.9¢ | $1.0K | $1.0K | -$15 | 52% 12-11 (23) |
NM NM-PCTR | Underavg 65¢ | $552.5 | $552.5 | +$0 | 59% 3966-2735 (6701) |
LI LightParadox | Overavg 34¢ | $417.08 | $429.35 | +$12.27 | 38% 1406-2304 (3710) |
GO GoalLineGhostCTR | Underavg 65.6¢ | $296.65 | $291.47 | -$5.18 | 52% 2556-2350 (4906) |
38 38791873984189ARB<$100 | Underavg 65¢ | $136.13 | $115.61 | -$20.52 | 48% 4016-4413 (8429) |
| └ Under leg | Underavg 65¢ | $78.65 | $58.68 | -$19.97 | |
| └ Over leg | Overavg 52¢ | $57.48 | $56.93 | -$0.55 | |
FL Flaznorp<$100 | Overavg 34.3¢ | $68.72 | $70.98 | +$2.26 | 48% 4769-5064 (9833) |
LI Limousin<$100 | Overavg 34¢ | $32.37 | $33.32 | +$0.95 | 38% 1379-2246 (3625) |
MA MadridTime<$100 | Overavg 36.3¢ | $15.74 | $15.17 | -$0.57 | 38% 1398-2248 (3646) |
FE ferdinand2<$100 | Overavg 34¢ | $5.44 | $8.4 | +$2.96 | 48% 2617-2816 (5433) |
SU suntori<$100 | Overavg 35¢ | $3.55 | $3.55 | -$0 | 46% 3371-3906 (7277) |
GH ghorrockCTR<$100 | Underavg 65¢ | $2.64 | $2.64 | -$0 | 53% 2377-2113 (4490) |
SE sentrio<$100 | Overavg 36¢ | $2.59 | $2.52 | -$0.07 | 41% 1200-1727 (2927) |
![]() RN1CTR<$100 | Underavg 46¢ | $1.39 | $1.97 | +$0.58 | 54% 6080-5160 (11240) |
Invested
$1,043.94
Value
$1.0K
PnL
-$15
Record
52%
12-11 (23)
Invested
$552.5
Value
$552.5
PnL
+$0
Record
59%
3966-2735 (6701)
Invested
$417.08
Value
$429.35
PnL
+$12.27
Record
38%
1406-2304 (3710)
Invested
$296.65
Value
$291.47
PnL
-$5.18
Record
52%
2556-2350 (4906)
Invested
$136.13
Value
$115.61
PnL
-$20.52
Record
48%
4016-4413 (8429)
Both legs:
Invested
$68.72
Value
$70.98
PnL
+$2.26
Record
48%
4769-5064 (9833)
Invested
$32.37
Value
$33.32
PnL
+$0.95
Record
38%
1379-2246 (3625)
Invested
$15.74
Value
$15.17
PnL
-$0.57
Record
38%
1398-2248 (3646)
Invested
$5.44
Value
$8.4
PnL
+$2.96
Record
48%
2617-2816 (5433)
Invested
$3.55
Value
$3.55
PnL
-$0
Record
46%
3371-3906 (7277)
Invested
$2.64
Value
$2.64
PnL
-$0
Record
53%
2377-2113 (4490)
Invested
$2.59
Value
$2.52
PnL
-$0.07
Record
41%
1200-1727 (2927)
RN1CTR<$100Invested
$1.39
Value
$1.97
PnL
+$0.58
Record
54%
6080-5160 (11240)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
49.5¢ price + 1.0¢ spread + 1.2¢ 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
0xe02066958cfd02ee1fc8a4cdb51b56a1ca50f39b
CTRUnder — $1.0K
NM-P
CTRUnder — $552.5
LightParadox
Over — $429.35
GoalLineGhost
CTRUnder — $291.47
38791873984189
ARBArbitrage — excluded
Flaznorp
Over — $70.98
Limousin
Over — $33.32
MadridTime
Over — $15.17
ferdinand2
Over — $8.4
suntori
Over — $3.55