Skip to content
PolyConsensus
Back to Markets

Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (76%). 6 of 9 traders hold an outcome priced under 50%.

Historically, consensus on sides priced under 40¢ lost money after costs.

Vikings vs. Lions: O/U 44.5

6 of 9 top Polymarket traders hold Over (67%) · Over at 24¢ · $8K held · ended Nov 1

Over24¢Under76¢Ended Sun, Nov 1, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

9

Over 67%

1 arb excluded

Total Value

$7.7K

Combined PnL

-$779.48

Smart Money Entry

54.7¢ → 24¢

-56% since entry · 6 traders

Research grade

AvoidOver at 24%

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.

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

6 of 9 top traders (67%)Underdog side (market favors Under 76%)1 arbitrage trader dimmed6 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over24%
Under76%

Smart Money Breakdown by Outcome

Over6 traders
Total Value$4.4K
Total Shares9,434
Combined PnL-$778.9
Under3 traders
Total Value$323.05
Total Shares710
Combined PnL-$0.58
Over — 67%Under — 33%

Chat

Sign in with your wallet to post.

EV Calculator

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

Break-even chance25.9%

24.0¢ price + 1.0¢ spread + 0.9¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$285.54
Max Loss
-$100.00
Shares
385.5

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
0x4efa630d...e1d9bc
Slug
nfl-min-det-2026-11-01-total-44pt5
Trade on Polymarket