Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (52%). 0 of 10 traders hold an outcome priced under 50%.
Cong An Ha Noi FC vs. Kyoto Sanga FC: O/U 2.5
1 of 10 top Polymarket traders hold Over (10%) · Over at 48¢ · $35K held · ended Nov 3
⚖️
Neutral
Over
10
Over 10%
$35.2K
$0
Research grade
NeutralOver at 48%
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
1 of 10 top traders (10%)Underdog side (market favors Under 52%)
Outcome Probabilities
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
48.0¢ 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.