Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (86%). 5 of 9 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Colorado vs. Arizona State: O/U 49.5
5 of 9 top Polymarket traders hold Over (56%) · Over at 14¢ · $13K held · ended Nov 8
⚠️
Avoid
Over
9
Over 56%
2 arb excluded
$12.9K
-$413.64
37.9¢ → 14¢
-63% since entry · 5 traders
Research grade
AvoidOver at 14%
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.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
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
5 of 9 top traders (56%)Underdog side (market favors Under 86%)2 arbitrage traders dimmed5 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HO HomeRunHazardARB<$100 | Underavg 57.1¢ | $9.3K | $9.6K | +$246.04 | 54% 18557-15589 (34146) |
| └ Under leg | Underavg 57.1¢ | $6.3K | $7.0K | +$707.86 | |
| └ Over leg | Overavg 43¢ | $3.1K | $2.6K | -$461.82 | |
NO Notradecopy | Underavg 57¢ | $1,000 | $912.28 | -$87.72 | 48% 4060-4345 (8405) |
38 38791873984189CTR | Overavg 42.6¢ | $1.1K | $582.93 | -$200.2 | 48% 63191-68207 (131398) |
PR primmCTR | Overavg 33¢ | $510.84 | $565.02 | +$54.18 | 47% 1317-1506 (2823) |
![]() RN1 | Underavg 67¢ | $527.18 | $499.74 | -$27.43 | 53% 63014-55227 (118241) |
65 6512395314597884ARB<$100 | Underavg 67¢ | $226.06 | $227.29 | +$1.23 | 51% 5014-4884 (9898) |
| └ Under leg | Underavg 67¢ | $158.06 | $179.29 | +$21.23 | |
| └ Over leg | Overavg 34¢ | $68 | $48 | -$20 | |
![]() VeryLucky888CTR | Overavg 46¢ | $207 | $216 | +$9 | 58% 47904-34520 (82424) |
VI vibing123CTR | Overavg 33.8¢ | $214.68 | $88.82 | -$125.86 | 52% 1674-1564 (3238) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872CTR<$100 | Overavg 34¢ | $95.2 | $67.2 | -$28 | 56% 8738-6795 (15533) |
HI hi774c<$100 | Underavg 57¢ | $68.4 | $62.4 | -$6 | 46% 5332-6170 (11502) |
PA Pan9X<$100 | Underavg 67¢ | $74.54 | $50.83 | -$1.61 | 54% 10485-8797 (19282) |
Invested
$9,344.09
Value
$9.6K
PnL
+$246.04
Record
54%
18557-15589 (34146)
Both legs:
Invested
$1,000
Value
$912.28
PnL
-$87.72
Record
48%
4060-4345 (8405)
Invested
$1,140.89
Value
$582.93
PnL
-$200.2
Record
48%
63191-68207 (131398)
Invested
$510.84
Value
$565.02
PnL
+$54.18
Record
47%
1317-1506 (2823)
RN1Invested
$527.18
Value
$499.74
PnL
-$27.43
Record
53%
63014-55227 (118241)
Invested
$226.06
Value
$227.29
PnL
+$1.23
Record
51%
5014-4884 (9898)
Both legs:
VeryLucky888CTRInvested
$207
Value
$216
PnL
+$9
Record
58%
47904-34520 (82424)
Invested
$214.68
Value
$88.82
PnL
-$125.86
Record
52%
1674-1564 (3238)
Invested
$95.2
Value
$67.2
PnL
-$28
Record
56%
8738-6795 (15533)
Invested
$68.4
Value
$62.4
PnL
-$6
Record
46%
5332-6170 (11502)
Invested
$74.54
Value
$50.83
PnL
-$1.61
Record
54%
10485-8797 (19282)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
14.0¢ price + 1.0¢ spread + 0.6¢ 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
HomeRunHazard
ARBArbitrage — excluded
Notradecopy
Under — $912.28
38791873984189
CTROver — $582.93
primm
CTROver — $565.02

RN1
Under — $499.74
6512395314597884
ARBArbitrage — excluded

VeryLucky888
CTROver — $216
vibing123
CTROver — $88.82
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
CTROver — $67.2
hi774c
Under — $62.4