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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (57%). 6 of 8 traders hold an outcome priced under 50%.

Celtics vs. 76ers: O/U 213.5

6 of 8 top Polymarket traders hold Under (75%) · Under at 43¢ · $3K held · ended Nov 11

Over57¢Under43¢Ended Wed, Nov 11, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

8

Under 75%

2 arb excluded

Total Value

$3.3K

Combined PnL

$21.33

Smart Money Entry

43.5¢ → 43¢

-1% since entry · 6 traders

Research grade

AvoidUnder at 43%

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

Under

6 of 8 top traders (75%)Underdog side (market favors Over 57%)2 arbitrage traders dimmed6 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over57%
Under43%

Smart Money Breakdown by Outcome

Under6 traders
Total Value$2.1K
Total Shares4,639
Combined PnL+$32.61
Over2 traders
Total Value$616.33
Total Shares1,026
Combined PnL-$11.28
Under — 75%Over — 25%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

6 traders

Top 2 hold 79%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

75% of non-arb traders are on Under. Concentration is driven by the top two positions owning 79% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrUnder 100% · 2
Aligned
Hand-pickedUnder 100% · 1
Aligned
Top 1000Under 75% · 8
Aligned

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EV Calculator

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

Break-even chance45.2%

43.0¢ 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
+$121.08
Max Loss
-$100.00
Shares
221.1

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
0xd88a2dcd...70a1d9
Slug
nba-bos-phi-2026-11-10-total-213pt5
Trade on Polymarket