
Capitals vs. Senators: O/U 4.5
1 of 5 top Polymarket traders hold Over (20%) · Over at 81¢ · $408 held · ended Nov 11
⚖️
Neutral
Over
5
Over 20%
$407.69
$66
Research grade
NeutralOver at 81%
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.
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
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
1 of 5 top traders (20%)4 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
1 traders
Top 2 hold 100%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
20% of non-arb traders are on Over. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
JU justaluckydude | Overavg 70¢ | $252 | $318.6 | +$66.6 | 30% 134-317 (451) |
FL FlaznorpCTR<$100 | Underavg 27.7¢ | $64.73 | $44.45 | -$20.27 | 50% 1504-1508 (3012) |
38 38791873984189CTR<$100 | Underavg 18¢ | $21.95 | $40.24 | +$18.29 | 48% 949-1019 (1968) |
GH ghorrockCTR<$100 | Underavg 19.1¢ | $1.95 | $3.37 | +$1.42 | 54% 383-322 (705) |
MU Multicoloured-SerfCTR<$100 | Underavg 34¢ | $1.03 | $1 | -$0.03 | 47% 500-558 (1058) |
Invested
$252
Value
$318.6
PnL
+$66.6
Record
30%
134-317 (451)
Invested
$64.73
Value
$44.45
PnL
-$20.27
Record
50%
1504-1508 (3012)
Invested
$21.95
Value
$40.24
PnL
+$18.29
Record
48%
949-1019 (1968)
Invested
$1.95
Value
$3.37
PnL
+$1.42
Record
54%
383-322 (705)
Invested
$1.03
Value
$1
PnL
-$0.03
Record
47%
500-558 (1058)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
81.0¢ price + 1.0¢ spread + 0.7¢ 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.