Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (55%). 4 of 12 traders hold an outcome priced under 50%.

Norway vs. Wales: Norway O/U 1.5
4 of 12 top Polymarket traders hold Over (33%) · Over at 45¢ · $4K held · ended Nov 14
⚖️
Neutral
Over
12
Over 33%
$3.8K
$885.63
62.6¢ → 45¢
-28% since entry · 4 traders
Research grade
NeutralOver at 45%
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
4 of 12 top traders (33%)Underdog side (market favors Under 55%)4 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
-40 pts consensus
Breadth
3 traders
Top 2 hold 100%
Freshness
Fresh
3h old
Flip Quality
Watch
1 consensus flip
27% 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 |
|---|---|---|---|---|---|
SN SnakeBall | Underavg 25.3¢ | $592.64 | $1.2K | +$562.32 | 48% 912-1002 (1914) |
TO topdogbigboiCTR | Overavg 66.9¢ | $1.2K | $923.67 | -$312.35 | 37% 1039-1757 (2796) |
FL Flaznorp | Underavg 33.3¢ | $519.73 | $859.26 | +$339.53 | 49% 3867-4029 (7896) |
MA MadridTime | Underavg 28.4¢ | $141.47 | $274.01 | +$132.55 | 37% 985-1642 (2627) |
LU LuckyLooCTR | Overavg 42¢ | $175.22 | $208.6 | +$33.38 | 36% 455-810 (1265) |
LI LightParadox | Underavg 31.6¢ | $85.73 | $149.13 | +$63.4 | 37% 977-1669 (2646) |
VE Venusian<$100 | Underavg 33¢ | $55.77 | $92.95 | +$37.18 | 37% 968-1674 (2642) |
LI Limousin<$100 | Underavg 33.9¢ | $32.2 | $52.25 | +$20.05 | 36% 950-1657 (2607) |
GH ghorrock<$100 | Underavg 22.3¢ | $18.63 | $28.22 | +$9.6 | 53% 1809-1607 (3416) |
FE ferdinand2<$100 | Underavg 32.6¢ | $16.63 | $28.05 | +$11.42 | 48% 2109-2267 (4376) |
SU suntoriCTR<$100 | Overavg 76.5¢ | $28.57 | $18.68 | -$9.89 | 46% 2702-3200 (5902) |
TH thatsabing0CTR<$100 | Overavg 76¢ | $4.53 | $2.98 | -$1.55 | 63% 214-128 (342) |
Invested
$592.64
Value
$1.2K
PnL
+$562.32
Record
48%
912-1002 (1914)
Invested
$1,236.02
Value
$923.67
PnL
-$312.35
Record
37%
1039-1757 (2796)
Invested
$519.73
Value
$859.26
PnL
+$339.53
Record
49%
3867-4029 (7896)
Invested
$141.47
Value
$274.01
PnL
+$132.55
Record
37%
985-1642 (2627)
Invested
$175.22
Value
$208.6
PnL
+$33.38
Record
36%
455-810 (1265)
Invested
$85.73
Value
$149.13
PnL
+$63.4
Record
37%
977-1669 (2646)
Invested
$55.77
Value
$92.95
PnL
+$37.18
Record
37%
968-1674 (2642)
Invested
$32.2
Value
$52.25
PnL
+$20.05
Record
36%
950-1657 (2607)
Invested
$18.63
Value
$28.22
PnL
+$9.6
Record
53%
1809-1607 (3416)
Invested
$16.63
Value
$28.05
PnL
+$11.42
Record
48%
2109-2267 (4376)
Invested
$28.57
Value
$18.68
PnL
-$9.89
Record
46%
2702-3200 (5902)
Invested
$4.53
Value
$2.98
PnL
-$1.55
Record
63%
214-128 (342)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
45.0¢ 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
SnakeBall
Under — $1.2K
topdogbigboi
CTROver — $923.67
Flaznorp
Under — $859.26
MadridTime
Under — $274.01
LuckyLoo
CTROver — $208.6
LightParadox
Under — $149.13
Venusian
Under — $92.95
Limousin
Under — $52.25
ghorrock
Under — $28.22
ferdinand2
Under — $28.05