
Thunder vs. Trail Blazers: O/U 235.5
2 of 4 top Polymarket traders hold Under (50%) · Under at 65¢ · $3K held · ended Nov 11
⚠️
Avoid
Under
4
Under 50%
4 arb excluded
$3.1K
$41.19
63.1¢ → 65¢
+3% since entry · 2 traders
Research grade
AvoidUnder at 65%
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.
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
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
2 of 4 top traders (50%)4 arbitrage traders dimmed2 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
4 traders
Top 2 hold 74%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
80% of non-arb traders are on Under. Concentration is driven by the top two positions owning 74% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872ARB<$100 | Overavg 34.7¢ | $1.2K | $1.3K | +$119.44 | 56% 563-451 (1014) |
| └ Over leg | Overavg 34.7¢ | $893.55 | $991.34 | +$97.79 | |
| └ Under leg | Underavg 56.8¢ | $261.77 | $283.42 | +$21.65 | |
0X 0x9b11866433281ade9f2811dbde8acdefc45f5375ARB<$100 | Underavg 60.7¢ | $1.5K | $993.77 | +$375.39 | 53% 234-204 (438) |
| └ Under leg | Underavg 60.7¢ | $562.92 | $682.14 | +$313.39 | |
| └ Over leg | Overavg 21.2¢ | $249.62 | $311.62 | +$62 | |
FL Flaznorp | Underavg 63.9¢ | $276.53 | $314.89 | +$38.35 | 50% 1640-1620 (3260) |
![]() RN1ARB<$100 | Overavg 42.4¢ | $231.27 | $232.85 | +$1.58 | 57% 3877-2879 (6756) |
| └ Over leg | Overavg 42.4¢ | $145.44 | $145.83 | +$0.4 | |
| └ Under leg | Underavg 56.7¢ | $85.84 | $87.02 | +$1.18 | |
LI LimousinCTR | Overavg 43.4¢ | $133.48 | $138.25 | +$4.77 | 29% 332-810 (1142) |
KE keeptheblueflagflyinghighARB<$100 | Overavg 43.4¢ | $109.14 | $106.68 | -$2.47 | 53% 1703-1483 (3186) |
| └ Over leg | Overavg 43.4¢ | $67.82 | $59.34 | -$8.48 | |
| └ Under leg | Underavg 54.1¢ | $41.32 | $47.33 | +$6.01 | |
SE sentrio<$100 | Underavg 57¢ | $23.92 | $22.24 | -$1.68 | 35% 280-514 (794) |
GH ghorrockCTR<$100 | Overavg 21.5¢ | $2.15 | $1.9 | -$0.25 | 54% 461-396 (857) |
Invested
$1,155.32
Value
$1.3K
PnL
+$119.44
Record
56%
563-451 (1014)
Both legs:
Invested
$1,455.11
Value
$993.77
PnL
+$375.39
Record
53%
234-204 (438)
Both legs:
Invested
$276.53
Value
$314.89
PnL
+$38.35
Record
50%
1640-1620 (3260)
RN1ARB<$100Invested
$231.27
Value
$232.85
PnL
+$1.58
Record
57%
3877-2879 (6756)
Both legs:
Invested
$133.48
Value
$138.25
PnL
+$4.77
Record
29%
332-810 (1142)
Invested
$109.14
Value
$106.68
PnL
-$2.47
Record
53%
1703-1483 (3186)
Both legs:
Invested
$23.92
Value
$22.24
PnL
-$1.68
Record
35%
280-514 (794)
Invested
$2.15
Value
$1.9
PnL
-$0.25
Record
54%
461-396 (857)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
65.0¢ price + 1.0¢ spread + 1.1¢ 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
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
ARBArbitrage — excluded
0x9b11866433281ade9f2811dbde8acdefc45f5375
ARBArbitrage — excluded
Flaznorp
Under — $314.89

RN1
ARBArbitrage — excluded
Limousin
CTROver — $138.25
keeptheblueflagflyinghigh
ARBArbitrage — excluded
sentrio
Under — $22.24
ghorrock
CTROver — $1.9