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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (53%). 6 of 12 traders hold an outcome priced under 50%.

Rams vs. Commanders: O/U 46.5

6 of 12 top Polymarket traders hold Under (50%) · Under at 47¢ · $12K held · ended Nov 8

Over53¢Under47¢Ended Sun, Nov 8, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Under

Consensus Traders

12

Under 50%

Total Value

$12.1K

Combined PnL

$59.47

Smart Money Entry

46¢ → 47¢

+2% since entry · 6 traders

Research grade

NeutralUnder at 47%

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

Under

6 of 12 top traders (50%)Underdog side (market favors Over 53%)6 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over53%
Under47%

Smart Money Breakdown by Outcome

Under6 traders
Total Value$6.3K
Total Shares13,003
Combined PnL+$269.96
Over6 traders
Total Value$5.7K
Total Shares10,990
Combined PnL-$210.49
Under — 50%Over — 50%

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EV Calculator

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

Break-even chance49.2%

47.0¢ 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
+$103.05
Max Loss
-$100.00
Shares
203.1

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
0xf67ac467...62bb84
Slug
nfl-la-was-2026-11-08-total-46pt5
Trade on Polymarket