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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Cavaliers, while the market favors Knicks (63%). 10 of 11 traders hold an outcome priced under 50%.

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

Cavaliers vs. Knicks

10 of 11 top Polymarket traders hold Cavaliers (91%) · Cavaliers at 38¢ · $4K held · ends Nov 12

Cavaliers38¢Knicks62¢Ends Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Cavaliers

Consensus Traders

11

Cavaliers 91%

2 arb excluded

Total Value

$4.5K

Combined PnL

-$103.67

Smart Money Entry

38.1¢ → 37.5¢

-2% since entry · 10 traders

Research grade

AvoidCavaliers at 38%

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.
  • 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

Cavaliers

10 of 11 top traders (91%)Underdog side (market favors Knicks 63%)2 arbitrage traders dimmed10 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Cavaliers38%
Knicks63%

Smart Money Breakdown by Outcome

Cavaliers10 traders
Total Value$4.0K
Total Shares10,797
Combined PnL-$111.65
Knicks1 trader
Total Value$233.43
Total Shares371
Combined PnL+$7.97
Cavaliers — 91%Knicks — 9%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

10 traders

Top 2 hold 67%

Freshness

Fresh

9h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBalanced

91% of non-arb traders are on Cavaliers. Concentration is driven by the top two positions owning 67% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrCavaliers 100% · 8
Aligned
Hand-pickedCavaliers 100% · 1
Aligned
Top 1000Cavaliers 90% · 10
Aligned

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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
0x50feee38...67c861
Slug
nba-cle-nyk-2026-11-11
Trade on Polymarket