Smart money holds the underdog side
Most tracked traders hold Under, while the market favors Over (51%). 3 of 10 traders hold an outcome priced under 50%.

Lakers vs. Hawks: O/U 233.5
3 of 10 top Polymarket traders hold Under (30%) · Under at 50¢ · $7K held · ends Nov 10
⚠️
Avoid
Under
10
Under 30%
3 arb excluded
$7.1K
$46.7
48.3¢ → 49.5¢
+3% since entry · 3 traders
Research grade
AvoidUnder at 50%
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.
- 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
3 of 10 top traders (30%)Underdog side (market favors Over 51%)3 arbitrage traders dimmed3 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HO HomeRunHazardARB<$100 | Underavg 48.8¢ | $4.0K | $3.9K | +$23.27 | 30% 29-67 (96) |
| └ Under leg | Underavg 48.8¢ | $2.9K | $2.9K | +$40.56 | |
| └ Over leg | Overavg 51.3¢ | $1.0K | $1.0K | -$17.29 | |
![]() nigiri99CTR | Underavg 48.8¢ | $1.3K | $1.3K | +$19.44 | 43% 28-37 (65) |
GC GC-PARB<$100 | Underavg 50.5¢ | $535.5 | $526.75 | -$8.75 | 5% 11-190 (201) |
| └ Under leg | Underavg 50.5¢ | $353.5 | $353.5 | +$0 | |
| └ Over leg | Overavg 52¢ | $182 | $173.25 | -$8.75 | |
73 739633786 | Overavg 49¢ | $371 | $382.36 | +$11.36 | 0% 0-75 (75) |
NM NM-PARB<$100 | Underavg 51¢ | $294.36 | $286.86 | -$7.5 | 6% 11-164 (175) |
| └ Under leg | Underavg 51¢ | $159.68 | $161.25 | +$1.57 | |
| └ Over leg | Overavg 52¢ | $134.68 | $125.62 | -$9.07 | |
![]() 0xheavy888 | Overavg 53¢ | $265 | $272.5 | +$7.5 | 69% 29-13 (42) |
FL Flaznorp | Overavg 48¢ | $115.2 | $116.4 | +$1.2 | 52% 242-224 (466) |
![]() VeryLucky888CTR | Underavg 43¢ | $105.72 | $109.57 | +$6.02 | 49% 60-63 (123) |
![]() RN1<$100 | Overavg 48¢ | $48 | $48.5 | +$0.5 | 54% 233-201 (434) |
TX txwd9991<$100 | Overavg 49¢ | $43.45 | $43.9 | +$0.44 | 0% 0-47 (47) |
JO JoeyAroyyOOCTR<$100 | Underavg 48¢ | $21.14 | $21.36 | +$0.22 | 0% 0-42 (42) |
MU Multicoloured-Serf<$100 | Overavg 49¢ | $1.33 | $1.34 | +$0.01 | 3% 4-156 (160) |
AU auros2<$100 | Overavg 47¢ | $0.9 | $0.91 | +$0.01 | — |
Invested
$3,971.71
Value
$3.9K
PnL
+$23.27
Record
30%
29-67 (96)
Both legs:
nigiri99CTRInvested
$1,302.21
Value
$1.3K
PnL
+$19.44
Record
43%
28-37 (65)
Invested
$535.5
Value
$526.75
PnL
-$8.75
Record
5%
11-190 (201)
Both legs:
Invested
$371
Value
$382.36
PnL
+$11.36
Record
0%
0-75 (75)
Invested
$294.36
Value
$286.86
PnL
-$7.5
Record
6%
11-164 (175)
Both legs:
0xheavy888Invested
$265
Value
$272.5
PnL
+$7.5
Record
69%
29-13 (42)
Invested
$115.2
Value
$116.4
PnL
+$1.2
Record
52%
242-224 (466)
VeryLucky888CTRInvested
$105.72
Value
$109.57
PnL
+$6.02
Record
49%
60-63 (123)
RN1<$100Invested
$48
Value
$48.5
PnL
+$0.5
Record
54%
233-201 (434)
Invested
$43.45
Value
$43.9
PnL
+$0.44
Record
0%
0-47 (47)
Invested
$21.14
Value
$21.36
PnL
+$0.22
Record
0%
0-42 (42)
Invested
$1.33
Value
$1.34
PnL
+$0.01
Record
3%
4-156 (160)
Invested
$0.9
Value
$0.91
PnL
+$0.01
Record
—
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
49.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.
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
Traders in this Market
HomeRunHazard
ARBArbitrage — excluded

nigiri99
CTRUnder — $1.3K
GC-P
ARBArbitrage — excluded
739633786
Over — $382.36
NM-P
ARBArbitrage — excluded

0xheavy888
Over — $272.5
Flaznorp
Over — $116.4

VeryLucky888
CTRUnder — $109.57

RN1
Over — $48.5
txwd9991
Over — $43.9