Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (75%). 8 of 9 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Serbia vs. Germany: O/U 4.5
8 of 9 top Polymarket traders hold Over (89%) · Over at 26¢ · $3K held · ends Nov 13
⚠️
Avoid
Over
9
Over 89%
1 arb excluded
$3.3K
$11.04
25.4¢ → 25.5¢
+0% since entry · 8 traders
Research grade
AvoidOver at 26%
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
8 of 9 top traders (89%)Underdog side (market favors Under 75%)1 arbitrage trader dimmed8 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
8 traders
Top 2 hold 65%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
89% of non-arb traders are on Over. Concentration is driven by the top two positions owning 65% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
GO GoalLineGhostCTR | Overavg 25.3¢ | $994.71 | $1.0K | +$8.34 | 54% 1849-1555 (3404) |
FL FlaznorpCTR | Overavg 26¢ | $927.94 | $910.1 | -$17.85 | 50% 3193-3131 (6324) |
LU LuckyLooCTR | Overavg 25¢ | $619.01 | $631.39 | +$12.38 | 36% 326-587 (913) |
MO mouzsynapseCTR | Overavg 25¢ | $297.83 | $303.78 | +$5.96 | 41% 91-132 (223) |
0X 0x99F0d31fdced5B3A0e5Ee2867730A6644a6C9495-1779037126382ARB<$100 | Overavg 25¢ | $292.97 | $298.86 | +$5.9 | 47% 189-212 (401) |
| └ Over leg | Overavg 25¢ | $225.81 | $230.32 | +$4.52 | |
| └ Under leg | Underavg 73¢ | $67.16 | $68.54 | +$1.38 | |
SN SnakeBall<$100 | Underavg 72¢ | $51.43 | $52.86 | +$1.43 | 48% 677-745 (1422) |
38 38791873984189CTR<$100 | Overavg 25¢ | $32.5 | $33.15 | +$0.65 | 48% 2786-3040 (5826) |
GH ghorrockCTR<$100 | Overavg 25.6¢ | $29.44 | $29.48 | +$0.04 | 53% 1326-1186 (2512) |
LE LeLynxMalynxCTR<$100 | Overavg 25¢ | $7.83 | $7.99 | +$0.16 | 56% 307-245 (552) |
SU suntoriCTR<$100 | Overavg 26¢ | $3.61 | $3.54 | -$0.07 | 46% 2084-2445 (4529) |
Invested
$994.71
Value
$1.0K
PnL
+$8.34
Record
54%
1849-1555 (3404)
Invested
$927.94
Value
$910.1
PnL
-$17.85
Record
50%
3193-3131 (6324)
Invested
$619.01
Value
$631.39
PnL
+$12.38
Record
36%
326-587 (913)
Invested
$297.83
Value
$303.78
PnL
+$5.96
Record
41%
91-132 (223)
Invested
$292.97
Value
$298.86
PnL
+$5.9
Record
47%
189-212 (401)
Both legs:
Invested
$51.43
Value
$52.86
PnL
+$1.43
Record
48%
677-745 (1422)
Invested
$32.5
Value
$33.15
PnL
+$0.65
Record
48%
2786-3040 (5826)
Invested
$29.44
Value
$29.48
PnL
+$0.04
Record
53%
1326-1186 (2512)
Invested
$7.83
Value
$7.99
PnL
+$0.16
Record
56%
307-245 (552)
Invested
$3.61
Value
$3.54
PnL
-$0.07
Record
46%
2084-2445 (4529)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
25.5¢ price + 1.0¢ spread + 1.0¢ 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
GoalLineGhost
CTROver — $1.0K
Flaznorp
CTROver — $910.1
LuckyLoo
CTROver — $631.39
mouzsynapse
CTROver — $303.78
0x99F0d31fdced5B3A0e5Ee2867730A6644a6C9495-1779037126382
ARBArbitrage — excluded
SnakeBall
Under — $52.86
38791873984189
CTROver — $33.15
ghorrock
CTROver — $29.48
LeLynxMalynx
CTROver — $7.99
suntori
CTROver — $3.54