
Italy vs. France: O/U 2.5
3 of 9 top Polymarket traders hold Over (33%) · Over at 57¢ · $7K held · ends Nov 12
⚖️
Neutral
Over
9
Over 33%
2 arb excluded
$7.0K
$29.62
57¢ → 57.5¢
+1% since entry · 3 traders
Research grade
NeutralOver at 57%
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 50–60¢Full year, out of sample: 0.50–0.70 lost −2.9 % a trade (n 23,546, 95 % CI −3.9 to −1.9).
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
3 of 9 top traders (33%)2 arbitrage traders dimmed6 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
-67 pts consensus
Breadth
1 traders
Top 2 hold 100%
Freshness
Mature
13h old
Flip Quality
Watch
1 consensus flip
13% of non-arb traders are on Over. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
KE keeptheblueflagflyinghigh | Overavg 57¢ | $4.8K | $4.8K | +$42.14 | 51% 2047-1957 (4004) |
JO jole24CTR | Underavg 43¢ | $860 | $850 | -$10 | — 8-10 (18) |
FL FlaznorpARB<$100 | Underavg 42¢ | $564.04 | $576.26 | +$12.22 | 51% 2511-2408 (4919) |
| └ Under leg | Underavg 42¢ | $314.49 | $322.25 | +$7.76 | |
| └ Over leg | Overavg 56¢ | $249.56 | $254.01 | +$4.46 | |
LI LimousinCTR | Underavg 44¢ | $305.4 | $298.46 | -$6.94 | 32% 524-1097 (1621) |
SE sentrioARB<$100 | Underavg 42¢ | $129.57 | $131.91 | +$2.34 | 41% 534-766 (1300) |
| └ Under leg | Underavg 42¢ | $72.6 | $73.42 | +$0.81 | |
| └ Over leg | Overavg 56¢ | $56.97 | $58.49 | +$1.53 | |
NM NM-P<$100 | Overavg 57¢ | $88.72 | $89.5 | +$0.78 | 59% 3534-2412 (5946) |
38 38791873984189CTR | Underavg 42.9¢ | $157.21 | $82.26 | +$0.05 | 48% 2099-2308 (4407) |
LE LeLynxMalynxCTR<$100 | Underavg 40.5¢ | $56.51 | $60 | +$3.49 | 52% 183-166 (349) |
MA MadridTimeCTR<$100 | Underavg 44¢ | $43.11 | $41.64 | -$1.47 | 33% 546-1093 (1639) |
GH ghorrock<$100 | Overavg 57¢ | $62.56 | $26.34 | +$1.58 | 53% 920-807 (1727) |
VE VenusianCTR<$100 | Underavg 43¢ | $5.97 | $5.97 | +$0 | 32% 530-1111 (1641) |
Invested
$4,803.45
Value
$4.8K
PnL
+$42.14
Record
51%
2047-1957 (4004)
Invested
$860
Value
$850
PnL
-$10
Record
—
8-10 (18)
Invested
$564.04
Value
$576.26
PnL
+$12.22
Record
51%
2511-2408 (4919)
Both legs:
Invested
$305.4
Value
$298.46
PnL
-$6.94
Record
32%
524-1097 (1621)
Invested
$129.57
Value
$131.91
PnL
+$2.34
Record
41%
534-766 (1300)
Both legs:
Invested
$88.72
Value
$89.5
PnL
+$0.78
Record
59%
3534-2412 (5946)
Invested
$157.21
Value
$82.26
PnL
+$0.05
Record
48%
2099-2308 (4407)
Invested
$56.51
Value
$60
PnL
+$3.49
Record
52%
183-166 (349)
Invested
$43.11
Value
$41.64
PnL
-$1.47
Record
33%
546-1093 (1639)
Invested
$62.56
Value
$26.34
PnL
+$1.58
Record
53%
920-807 (1727)
Invested
$5.97
Value
$5.97
PnL
+$0
Record
32%
530-1111 (1641)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
57.5¢ 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
keeptheblueflagflyinghigh
Over — $4.8K
jole24
CTRUnder — $850
Flaznorp
ARBArbitrage — excluded
Limousin
CTRUnder — $298.46
sentrio
ARBArbitrage — excluded
NM-P
Over — $89.5
38791873984189
CTRUnder — $82.26
LeLynxMalynx
CTRUnder — $60
MadridTime
CTRUnder — $41.64
ghorrock
Over — $26.34