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Italy vs. France: 1st Half O/U 2.5

8 of 9 top Polymarket traders hold Under (89%) · Under at 90¢ · $1K held · ended Nov 12

Over10¢Under90¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Under

Consensus Traders

9

Under 89%

Total Value

$1.2K

Combined PnL

$42.38

Smart Money Entry

84.8¢ → 90¢

+6% since entry · 8 traders

Research grade

NeutralUnder at 90%

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

Under

8 of 9 top traders (89%)1 holds an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over10%
Under90%

Smart Money Breakdown by Outcome

Under8 traders
Total Value$1.1K
Total Shares1,248
Combined PnL+$42.38
Over1 trader
Total Value$56.46
Total Shares376
Combined PnL+$0
Under — 89%Over — 11%

Signal Intelligence

Momentum

Surging

+5 pts consensus

Breadth

7 traders

Top 2 hold 83%

Freshness

Mature

16h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

88% of non-arb traders are on Under. Concentration is driven by the top two positions owning 83% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrUnder 100% · 3
Aligned
Top 1000Under 88% · 8
Aligned

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EV Calculator

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

Break-even chance91.4%

90.0¢ price + 1.0¢ spread + 0.4¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$9.40
Max Loss
-$100.00
Shares
109.4

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
0x40c9e295...70b8e6
Slug
unl-ita-fra-2026-11-12-first-half-total-2pt5
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