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Smart money holds the underdog side

Most tracked traders hold Rockets, while the market favors Warriors (53%). 6 of 6 traders hold an outcome priced under 50%.

Spread: Rockets (-6.5)

6 of 6 top Polymarket traders hold Rockets (100%) · Rockets at 48¢ · $193 held · ends Nov 12

Rockets48¢Warriors52¢Ends Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Rockets

Consensus Traders

6

Rockets 100%

Total Value

$193.1

Combined PnL

$9.56

Smart Money Entry

44.9¢ → 47.5¢

+6% since entry · 6 traders

Research grade

AvoidRockets at 48%

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

Rockets

6 of 6 top traders (100%)Underdog side (market favors Warriors 53%)6 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Rockets48%
Warriors53%

Smart Money Breakdown by Outcome

Rockets6 traders
Total Value$193.1
Total Shares409
Combined PnL+$9.56

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

6 traders

Top 2 hold 71%

Freshness

Fresh

4h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

100% of non-arb traders are on Rockets. Concentration is driven by the top two positions owning 71% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrRockets 100% · 2
Aligned
Top 1000Rockets 100% · 6
Aligned

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EV Calculator

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

Break-even chance49.7%

47.5¢ 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
+$101.01
Max Loss
-$100.00
Shares
201.0

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
0x358be13f...3e3ce6
Slug
nba-gsw-hou-2026-11-11-spread-home-6pt5
Trade on Polymarket