Skip to content

Database problems: some data is degraded. We're fixing it right now.

Details
PolyConsensus
Back to Markets

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

Over26¢Under74¢Ends Fri, Nov 13, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

9

Over 89%

1 arb excluded

Total Value

$3.3K

Combined PnL

$11.04

Smart Money Entry

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

Over

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)

Market Activity

Outcome Probabilities

Over26%
Under75%

Smart Money Breakdown by Outcome

Over8 traders
Total Value$2.9K
Total Shares11,129
Combined PnL+$9.61
Under1 trader
Total Value$52.86
Total Shares71
Combined PnL+$1.43
Over — 89%Under — 11%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

8 traders

Top 2 hold 65%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBalanced

89% of non-arb traders are on Over. Concentration is driven by the top two positions owning 65% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrOver 75% · 4
Aligned
Top 1000Over 89% · 9
Aligned

Chat

EV Calculator

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

Break-even chance27.5%

25.5¢ price + 1.0¢ spread + 1.0¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$263.98
Max Loss
-$100.00
Shares
364.0

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
0xeadf5839...5a0d51
Slug
unl-ser-ger-2026-11-13-total-4pt5
Trade on Polymarket