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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (59%). 3 of 6 traders hold an outcome priced under 50%.

Hawks vs. Rockets: O/U 236.5

3 of 6 top Polymarket traders hold Over (50%) · Over at 42¢ · $5K held · ended Oct 27

Over42¢Under58¢Ended Tue, Oct 27, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

6

Over 50%

1 arb excluded

Total Value

$4.9K

Combined PnL

-$118.86

Smart Money Entry

55.5¢ → 41.5¢

-25% since entry · 3 traders

Research grade

AvoidOver at 42%

Matches a pattern that lost clearly more than the trading costs in the backtests.

  • BasketballBasketball lost in both windows: −12.0 % a trade in spring (95 % CI −22 to −2), −9.2 % in October.
  • Spread or totalSpreads 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¢0.30–0.50 lost −6.5 % a trade pooled (n 2,793), a little worse than the plain consensus.

Backtest of Oct 22 2026: one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees. The grade never goes above “Research candidate”: no rule passed the multiple-testing check. It is not a forecast and not advice.

Smart Money Signal

Over

3 of 6 top traders (50%)Underdog side (market favors Under 59%)1 arbitrage trader dimmed3 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over42%
Under59%

Smart Money Breakdown by Outcome

Over3 traders
Total Value$1.3K
Total Shares2,579
Combined PnL-$151.36
Under3 traders
Total Value$1.2K
Total Shares2,317
Combined PnL+$32.49
Over — 50%Under — 50%

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EV Calculator

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

Break-even chance43.7%

41.5¢ 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
+$128.72
Max Loss
-$100.00
Shares
228.7

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
0x3238e228...0f2969
Slug
nba-atl-hou-2026-10-26-total-236pt5
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