Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (100%). 5 of 9 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Predators vs. Kings: O/U 6.5
5 of 9 top Polymarket traders hold Over (56%) · Over at 0.5¢ · $2K held · ended Nov 11
⚠️
Avoid
Over
9
Over 56%
$2.1K
$-4.7K
46.4¢ → 0.5¢
-99% since entry · 5 traders
Research grade
AvoidOver at 1%
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 100%)5 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Fading
-30 pts consensus
Breadth
5 traders
Top 2 hold 91%
Freshness
Fresh
2h old
Flip Quality
Clean
0 consensus flips
56% of non-arb traders are on Over. Concentration is driven by the top two positions owning 91% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HO HomeRunHazardCTR | Overavg 46.7¢ | $4.0K | $1.0K | $-3.0K | 57% 3101-2332 (5433) |
LI LightParadoxCTR | Overavg 47¢ | $1.9K | $479.37 | $-1.4K | 29% 315-788 (1103) |
38 38791873984189 | Underavg 54¢ | $549.48 | $297.47 | +$22.14 | 48% 1027-1110 (2137) |
PA Pan9X | Underavg 79.6¢ | $152.55 | $118.75 | -$9.61 | 49% 498-518 (1016) |
KE keeptheblueflagflyinghighCTR | Overavg 51¢ | $364.76 | $85.83 | -$278.94 | 54% 1691-1468 (3159) |
FL FlaznorpCTR<$100 | Overavg 16¢ | $41.75 | $31.22 | -$10.53 | 50% 1618-1607 (3225) |
SN SnakeBallCTR<$100 | Overavg 46¢ | $57.06 | $30.95 | -$26.12 | 48% 231-247 (478) |
0X 0x1bc32be106439240f59aa25668e613831a5cdc6e<$100 | Underavg 89¢ | $23.14 | $22.88 | -$0.26 | 62% 2389-1477 (3866) |
GH ghorrock<$100 | Underavg 53¢ | $4.86 | $8.07 | +$3.21 | 54% 445-377 (822) |
Invested
$4,045.44
Value
$1.0K
PnL
$-3.0K
Record
57%
3101-2332 (5433)
Invested
$1,877.54
Value
$479.37
PnL
$-1.4K
Record
29%
315-788 (1103)
Invested
$549.48
Value
$297.47
PnL
+$22.14
Record
48%
1027-1110 (2137)
Invested
$152.55
Value
$118.75
PnL
-$9.61
Record
49%
498-518 (1016)
Invested
$364.76
Value
$85.83
PnL
-$278.94
Record
54%
1691-1468 (3159)
Invested
$41.75
Value
$31.22
PnL
-$10.53
Record
50%
1618-1607 (3225)
Invested
$57.06
Value
$30.95
PnL
-$26.12
Record
48%
231-247 (478)
Invested
$23.14
Value
$22.88
PnL
-$0.26
Record
62%
2389-1477 (3866)
Invested
$4.86
Value
$8.07
PnL
+$3.21
Record
54%
445-377 (822)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.5¢ price + 1.0¢ spread + 0.1¢ 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
CTROver — $1.0K
LightParadox
CTROver — $479.37
38791873984189
Under — $297.47
Pan9X
Under — $118.75
keeptheblueflagflyinghigh
CTROver — $85.83
Flaznorp
CTROver — $31.22
SnakeBall
CTROver — $30.95
0x1bc32be106439240f59aa25668e613831a5cdc6e
Under — $22.88
ghorrock
Under — $8.07