Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (53%). 6 of 9 traders hold an outcome priced under 50%.

Lakers vs. Hawks: O/U 236.5
6 of 9 top Polymarket traders hold Over (67%) · Over at 48¢ · $12K held · ends Nov 10
⚠️
Avoid
Over
9
Over 67%
3 arb excluded
$11.5K
$101.84
48.1¢ → 47.5¢
-1% since entry · 6 traders
Research grade
AvoidOver 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
6 of 9 top traders (67%)Underdog side (market favors Under 53%)3 arbitrage traders dimmed6 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
6 traders
Top 2 hold 92%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
75% of non-arb traders are on Over. Concentration is driven by the top two positions owning 92% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HO HomeRunHazardCTR | Overavg 48.1¢ | $4.3K | $4.4K | +$39.32 | 54% 20343-17178 (37521) |
![]() nehcnehc | Underavg 51¢ | $1.8K | $1.9K | +$53.05 | 61% 4534-2843 (7377) |
NM NM-PARB<$100 | Underavg 51¢ | $1.4K | $1.4K | +$14 | 57% 22830-16911 (39741) |
| └ Under leg | Underavg 51¢ | $714 | $721 | +$7 | |
| └ Over leg | Overavg 48¢ | $672 | $679 | +$7 | |
GC GC-PARB<$100 | Overavg 48¢ | $1.3K | $1.3K | +$13.44 | 57% 22682-16912 (39594) |
| └ Over leg | Overavg 48¢ | $672 | $679 | +$7 | |
| └ Under leg | Underavg 51¢ | $657.09 | $663.53 | +$6.44 | |
![]() nigiri99 | Underavg 52.4¢ | $1.2K | $1.2K | -$20.59 | 45% 14911-18249 (33160) |
KA KasonWong | Underavg 50¢ | $999.98 | $1.0K | +$30.02 | 49% 31-32 (63) |
![]() RN1CTR | Overavg 48.5¢ | $242.5 | $242.5 | +$0 | 53% 72174-63643 (135817) |
SE sentrioARB<$100 | Underavg 51¢ | $77.14 | $77.92 | +$0.78 | 51% 28897-28239 (57136) |
| └ Under leg | Underavg 51¢ | $41.48 | $41.89 | +$0.41 | |
| └ Over leg | Overavg 48¢ | $35.65 | $36.03 | +$0.37 | |
PA Pan9XCTR<$100 | Overavg 47.9¢ | $44.69 | $35.93 | +$0.05 | 53% 28460-25726 (54186) |
GH ghorrockCTR<$100 | Overavg 48.2¢ | $10.96 | $11.02 | +$0.06 | 57% 25623-19105 (44728) |
38 38791873984189CTR<$100 | Overavg 47.3¢ | $8.22 | $8.4 | +$0.18 | 48% 72298-78071 (150369) |
LI LightParadoxCTR<$100 | Overavg 50¢ | $16.76 | $8.13 | -$0.25 | 45% 2751-3326 (6077) |
Invested
$4,327.86
Value
$4.4K
PnL
+$39.32
Record
54%
20343-17178 (37521)
nehcnehcInvested
$1,803.65
Value
$1.9K
PnL
+$53.05
Record
61%
4534-2843 (7377)
Invested
$1,386
Value
$1.4K
PnL
+$14
Record
57%
22830-16911 (39741)
Both legs:
Invested
$1,329.09
Value
$1.3K
PnL
+$13.44
Record
57%
22682-16912 (39594)
Both legs:
nigiri99Invested
$1,178.31
Value
$1.2K
PnL
-$20.59
Record
45%
14911-18249 (33160)
Invested
$999.98
Value
$1.0K
PnL
+$30.02
Record
49%
31-32 (63)
RN1CTRInvested
$242.5
Value
$242.5
PnL
+$0
Record
53%
72174-63643 (135817)
Invested
$77.14
Value
$77.92
PnL
+$0.78
Record
51%
28897-28239 (57136)
Both legs:
Invested
$44.69
Value
$35.93
PnL
+$0.05
Record
53%
28460-25726 (54186)
Invested
$10.96
Value
$11.02
PnL
+$0.06
Record
57%
25623-19105 (44728)
Invested
$8.22
Value
$8.4
PnL
+$0.18
Record
48%
72298-78071 (150369)
Invested
$16.76
Value
$8.13
PnL
-$0.25
Record
45%
2751-3326 (6077)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
47.5¢ 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
CTROver — $4.4K

nehcnehc
Under — $1.9K
NM-P
ARBArbitrage — excluded
GC-P
ARBArbitrage — excluded

nigiri99
Under — $1.2K
KasonWong
Under — $1.0K

RN1
CTROver — $242.5
sentrio
ARBArbitrage — excluded
Pan9X
CTROver — $35.93
ghorrock
CTROver — $11.02