Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (72%). 3 of 4 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.
Feyenoord Rotterdam vs. VfL Wolfsburg: Both Teams to Score
3 of 4 top Polymarket traders hold Yes (75%) · Yes at 28¢ · $384 held · ended Nov 10
⚠️
Avoid
Yes
4
Yes 75%
1 arb excluded
$384.08
-$47.25
Research grade
AvoidYes at 28%
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.
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 4 top traders (75%)Underdog side (market favors No 72%)1 arbitrage trader dimmed3 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL FlaznorpARB<$100 | Noavg 70.5¢ | $288.21 | $312.51 | +$24.31 | 50% 1411-1415 (2826) |
| └ No leg | Noavg 70.5¢ | $218.4 | $222.9 | +$4.5 | |
| └ Yes leg | Yesavg 21.8¢ | $69.8 | $89.61 | +$19.81 | |
SE sentrio<$100 | Noavg 61.3¢ | $39.71 | $35.55 | -$4.15 | 31% 170-384 (554) |
VE VenusianCTR<$100 | Yesavg 43¢ | $62.68 | $26.24 | -$36.44 | 25% 216-657 (873) |
MA MadridTimeCTR<$100 | Yesavg 39.3¢ | $11.73 | $5.37 | -$6.36 | 25% 218-637 (855) |
LI LightParadoxCTR<$100 | Yesavg 47¢ | $4.7 | $4.4 | -$0.3 | 25% 218-645 (863) |
Invested
$288.21
Value
$312.51
PnL
+$24.31
Record
50%
1411-1415 (2826)
Both legs:
Invested
$39.71
Value
$35.55
PnL
-$4.15
Record
31%
170-384 (554)
Invested
$62.68
Value
$26.24
PnL
-$36.44
Record
25%
216-657 (873)
Invested
$11.73
Value
$5.37
PnL
-$6.36
Record
25%
218-637 (855)
Invested
$4.7
Value
$4.4
PnL
-$0.3
Record
25%
218-645 (863)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
28.5¢ 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.