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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (54%). 14 of 16 traders hold an outcome priced under 50%.

Hawks vs. Wizards: O/U 232.5

14 of 16 top Polymarket traders hold Over (88%) · Over at 47¢ · $46K held · ends Nov 5

Over47¢Under53¢Ends Thu, Nov 5, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

16

Over 88%

3 arb excluded

Total Value

$45.8K

Combined PnL

-$520.08

Smart Money Entry

47.9¢ → 46.5¢

-3% since entry · 14 traders

Research grade

AvoidOver at 47%

Matches a pattern that lost clearly more than the plain consensus in our tests.

  • BasketballFull year, out of sample: basketball lost −4.8 % a trade (n 1,747, 95 % CI −9.2 to +0.3); Oct 22 backtest: −12.0 % and −9.2 % in its two windows.
  • 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.
  • 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

14 of 16 top traders (88%)Underdog side (market favors Under 54%)3 arbitrage traders dimmed14 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over47%
Under54%

Smart Money Breakdown by Outcome

Over14 traders
Total Value$35.2K
Total Shares65,360
Combined PnL-$543.16
Under2 traders
Total Value$8.2K
Total Shares15,368
Combined PnL+$23.09
Over — 88%Under — 12%

Signal Intelligence

Momentum

Surging

-21 pts consensus

Breadth

11 traders

Top 2 hold 90%

Freshness

Fresh

8h old

Flip Quality

Watch

1 consensus flip

Breadth vs concentrationCrowded

79% of non-arb traders are on Over. Concentration is driven by the top two positions owning 90% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleOver 80% · 5
Aligned
sharpOver 100% · 1
Aligned
ctrOver 82% · 11
Aligned
Hand-pickedOver 100% · 2
Aligned
Top 1000Over 77% · 13
Aligned
HO
HomeRunHazardCTR
Over

Invested

$26,055.88

Value

$25.8K

PnL

-$247.02

Record

54%

18039-15167 (33206)

JO
JoeyAroyyOO
Under

Invested

$6,770.79

Value

$6.8K

PnL

+$36.31

Record

46%

72-83 (155)

HI
hi774cCTR
Over

Invested

$5,812.1

Value

$5.6K

PnL

-$181.63

Record

50%

4959-4888 (9847)

NM
NM-PARB<$100
Over

Invested

$1,609.77

Value

$1.6K

PnL

+$21.9

Record

40%

1343-2037 (3380)

Both legs:

Over$956.9147.7¢-$25.05
Under$652.8649.9¢+$46.95
HE
HerdoniaCTR
Over

Invested

$1,432.71

Value

$1.4K

PnL

-$22.04

Record

51%

3584-3513 (7097)

OM
omnibus-076daa
Under

Invested

$1,355.35

Value

$1.4K

PnL

-$13.22

Record

50%

20743-20989 (41732)

0X
0xb4F978BE63cDF75554b0B46a4262a6dB597cc9A7-1779258330186CTR
Over

Invested

$1,044.38

Value

$977.34

PnL

-$67.04

Record

47%

497-566 (1063)

38
38791873984189ARB<$100
Over

Invested

$725.77

Value

$387.48

PnL

+$7.68

Record

48%

59324-63332 (122656)

Both legs:

Over$259.9947.5¢-$9.37
Under$128.0450.4¢+$17.05
FL
FlaznorpCTR
Over

Invested

$384.67

Value

$375.26

PnL

-$9.42

Record

51%

24233-22959 (47192)

RN1ARB<$100
Over

Invested

$370.25

Value

$368.98

PnL

-$1.28

Record

53%

60065-52434 (112499)

Both legs:

Over$24048¢-$7.5
Under$130.2651.1¢+$6.22
VeryLucky888CTR
Over

Invested

$596.25

Value

$348.75

PnL

+$1.95

Record

58%

45442-32918 (78360)

GC
GC-PCTR
Over

Invested

$309.18

Value

$299.52

PnL

-$9.66

Record

39%

1339-2113 (3452)

0X
0x760907C8840491c8C86fdDB843D3f1d801786C4e-1771959662080CTR
Over

Invested

$196

Value

$186

PnL

-$10

Record

51%

1793-1714 (3507)

GH
ghorrockCTR<$100
Over

Invested

$81.32

Value

$67.75

PnL

-$0.66

Record

58%

19471-14317 (33788)

MU
Multicoloured-SerfCTR<$100
Over

Invested

$42.85

Value

$44.28

PnL

+$1.43

Record

48%

303-327 (630)

NO
NotradecopyCTR<$100
Over

Invested

$20

Value

$20.42

PnL

+$0.43

Record

49%

4002-4214 (8216)

GA
GamblingAddict12345CTR<$100
Over

Invested

$20

Value

$20.42

PnL

+$0.43

Record

51%

4008-3909 (7917)

0xheavy888CTR<$100
Over

Invested

$10

Value

$4.85

PnL

+$0.15

Record

56%

7724-6188 (13912)

AM
ameisgoat11CTR<$100
Over

Invested

$2.4

Value

$2.33

PnL

-$0.07

Record

52%

8584-7828 (16412)

Chat

EV Calculator

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

Break-even chance48.7%

46.5¢ 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
+$105.14
Max Loss
-$100.00
Shares
205.1

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
0xdd5ad005...2261de
Slug
nba-atl-was-2026-11-04-total-232pt5
Trade on Polymarket