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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (52%). 9 of 12 traders hold an outcome priced under 50%.

Hawks vs. Bulls: O/U 246.5

9 of 12 top Polymarket traders hold Over (75%) · Over at 49¢ · $7K held · ends Nov 14

Over49¢Under51¢Ends Sat, Nov 14, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

12

Over 75%

Total Value

$7.1K

Combined PnL

-$63.54

Smart Money Entry

48.8¢ → 48.5¢

-1% since entry · 9 traders

Research grade

AvoidOver at 49%

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

Over

9 of 12 top traders (75%)Underdog side (market favors Under 52%)9 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over49%
Under52%

Smart Money Breakdown by Outcome

Under3 traders
Total Value$3.4K
Total Shares6,732
Combined PnL-$0.36
Over9 traders
Total Value$3.7K
Total Shares7,688
Combined PnL-$63.18
Under — 25%Over — 75%

Signal Intelligence

Momentum

Building

+2 pts consensus

Breadth

9 traders

Top 2 hold 76%

Freshness

Fresh

10h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

75% of non-arb traders are on Over. Concentration is driven by the top two positions owning 76% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrOver 57% · 7
Aligned
Top 1000Over 75% · 12
Aligned

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EV Calculator

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

Break-even chance50.7%

48.5¢ 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
+$97.04
Max Loss
-$100.00
Shares
197.0

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
0x93e80ae8...90ba22
Slug
nba-atl-chi-2026-11-13-total-246pt5
Trade on Polymarket