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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (63%). 6 of 11 traders hold an outcome priced under 50%.

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

Trabzonspor vs. Gaziantep FK: O/U 2.5

6 of 11 top Polymarket traders hold Over (55%) · Over at 38¢ · $4K held · ended Nov 1

Over38¢Under62¢Ended Sun, Nov 1, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Over

Consensus Traders

11

Over 55%

2 arb excluded

Total Value

$4.4K

Combined PnL

-$472.21

Smart Money Entry

65.1¢ → 37.5¢

-42% since entry · 6 traders

Research grade

NeutralOver at 38%

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

Over

6 of 11 top traders (55%)Underdog side (market favors Under 63%)2 arbitrage traders dimmed6 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over38%
Under63%

Smart Money Breakdown by Outcome

Under5 traders
Total Value$1.4K
Total Shares2,365
Combined PnL+$64.71
Over6 traders
Total Value$2.3K
Total Shares4,159
Combined PnL-$536.92
Under — 45%Over — 55%

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EV Calculator

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

Break-even chance39.7%

37.5¢ 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
+$151.99
Max Loss
-$100.00
Shares
252.0

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
0xc46a43df...ad540f
Slug
tur-tra-gfk-2026-11-01-total-2pt5
Trade on Polymarket