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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (51%). 10 of 12 traders hold an outcome priced under 50%.

Oxford United FC vs. Reading FC: O/U 2.5

10 of 12 top Polymarket traders hold Over (83%) · Over at 50¢ · $18K held · ends Nov 4

Over50¢Under50¢Ends Wed, Nov 4, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Over

Consensus Traders

12

Over 83%

Total Value

$18.0K

Combined PnL

-$470.44

Smart Money Entry

51.7¢ → 49.5¢

-4% since entry · 10 traders

Research grade

NeutralOver at 50%

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.
  • 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

Over

10 of 12 top traders (83%)Underdog side (market favors Under 51%)10 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over50%
Under51%

Smart Money Breakdown by Outcome

Over10 traders
Total Value$17.9K
Total Shares34,945
Combined PnL-$467.64
Under2 traders
Total Value$119.4
Total Shares241
Combined PnL-$2.8
Over — 83%Under — 17%

Signal Intelligence

Momentum

Surging

+16 pts consensus

Breadth

10 traders

Top 2 hold 80%

Freshness

Fresh

3h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

83% of non-arb traders are on Over. Concentration is driven by the top two positions owning 80% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleOver 100% · 4
Aligned
sharpOver 100% · 1
Aligned
ctrOver 89% · 9
Aligned
Hand-pickedOver 100% · 2
Aligned
Top 1000Over 82% · 11
Aligned

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EV Calculator

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

Break-even chance51.7%

49.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$93.24
Max Loss
-$100.00
Shares
193.2

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
0xcc379d93...8b14bb
Slug
el1-oxf-rea-2026-09-08-total-2pt5
Trade on Polymarket