
Capitals vs. Senators: O/U 5.5
4 of 7 top Polymarket traders hold Under (57%) · Under at 59¢ · $6K held · ended Nov 11
⚖️
Neutral
Under
7
Under 57%
1 arb excluded
$6.1K
$265
55.6¢ → 58.5¢
+5% since entry · 4 traders
Research grade
NeutralUnder at 59%
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 50–60¢Full year, out of sample: 0.50–0.70 lost −2.9 % a trade (n 23,546, 95 % CI −3.9 to −1.9).
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
4 of 7 top traders (57%)1 arbitrage trader dimmed3 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
-13 pts consensus
Breadth
4 traders
Top 2 hold 100%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
67% of non-arb traders are on Under. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
MU Multicoloured-Serf | Underavg 56.2¢ | $5.1K | $5.3K | +$205.32 | 47% 500-558 (1058) |
38 38791873984189ARB<$100 | Underavg 39¢ | $354.3 | $410.63 | +$56.33 | 48% 949-1019 (1968) |
| └ Under leg | Underavg 39¢ | $192.82 | $296.65 | +$103.83 | |
| └ Over leg | Overavg 56.7¢ | $161.48 | $113.98 | -$47.49 | |
HO HomeRunHazard | Underavg 42¢ | $171.71 | $245.3 | +$73.59 | 57% 3074-2312 (5386) |
KE keeptheblueflagflyinghighCTR | Overavg 41¢ | $138.52 | $140.21 | +$1.69 | 54% 1657-1434 (3091) |
PA Pan9XCTR<$100 | Overavg 64.4¢ | $64.9 | $45.42 | -$18.08 | 49% 444-470 (914) |
FL Flaznorp<$100 | Underavg 46.4¢ | $6.29 | $8.26 | +$1.98 | 50% 1504-1508 (3012) |
GH ghorrock<$100 | Underavg 41.2¢ | $3.43 | $5 | +$1.57 | 54% 383-322 (705) |
JU justaluckydudeCTR<$100 | Overavg 50.5¢ | $5.1 | $4.04 | -$1.06 | 30% 134-317 (451) |
Invested
$5,072.5
Value
$5.3K
PnL
+$205.32
Record
47%
500-558 (1058)
Invested
$354.3
Value
$410.63
PnL
+$56.33
Record
48%
949-1019 (1968)
Both legs:
Invested
$171.71
Value
$245.3
PnL
+$73.59
Record
57%
3074-2312 (5386)
Invested
$138.52
Value
$140.21
PnL
+$1.69
Record
54%
1657-1434 (3091)
Invested
$64.9
Value
$45.42
PnL
-$18.08
Record
49%
444-470 (914)
Invested
$6.29
Value
$8.26
PnL
+$1.98
Record
50%
1504-1508 (3012)
Invested
$3.43
Value
$5
PnL
+$1.57
Record
54%
383-322 (705)
Invested
$5.1
Value
$4.04
PnL
-$1.06
Record
30%
134-317 (451)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
58.5¢ price + 1.0¢ spread + 1.2¢ 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.