
Hawks vs. Bucks: O/U 235.5
2 of 9 top Polymarket traders hold Under (22%) · Under at 54¢ · $2K held · ends Nov 16
⚠️
Avoid
Under
9
Under 22%
1 arb excluded
$1.5K
$1.85
52¢ → 53.5¢
+3% since entry · 2 traders
Research grade
AvoidUnder at 54%
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 50–60¢Full year, out of sample: 0.50–0.70 lost −2.9 % a trade (n 23,546, 95 % CI −3.9 to −1.9).
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 9 top traders (22%)1 arbitrage trader dimmed7 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
2 traders
Top 2 hold 100%
Freshness
Fresh
2h old
Flip Quality
Watch
1 consensus flip
22% of non-arb traders are on Under. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
DA DanielsDixon | Underavg 52¢ | $520 | $535 | +$15 | 28% 29-73 (102) |
HO HomeRunHazardARB<$100 | Overavg 48¢ | $419.54 | $415.91 | -$3.63 | 56% 3922-3103 (7025) |
| └ Over leg | Overavg 48¢ | $301.44 | $292.02 | -$9.42 | |
| └ Under leg | Underavg 51¢ | $118.1 | $123.89 | +$5.79 | |
SN SnakeBallCTR | Overavg 47.9¢ | $205.33 | $199.18 | -$6.15 | 47% 1186-1358 (2544) |
LI LightParadoxCTR | Overavg 47¢ | $128.95 | $126.21 | -$2.74 | 37% 1333-2226 (3559) |
![]() VeryLucky888CTR | Overavg 48¢ | $120 | $111.6 | -$3.8 | 53% 1883-1643 (3526) |
38 38791873984189CTR<$100 | Overavg 47¢ | $73.72 | $72.94 | -$0.78 | 48% 3948-4293 (8241) |
![]() 0xheavy888CTR<$100 | Overavg 46.5¢ | $29.2 | $29.3 | +$0.1 | 56% 663-529 (1192) |
PA Pan9X<$100 | Underavg 51¢ | $7.08 | $7.42 | +$0.35 | 50% 2174-2194 (4368) |
AM ameisgoat11CTR<$100 | Overavg 48¢ | $2.4 | $2.33 | -$0.07 | 43% 851-1135 (1986) |
GH ghorrockCTR<$100 | Overavg 47¢ | $2.35 | $2.3 | -$0.05 | 53% 2305-2071 (4376) |
Invested
$520
Value
$535
PnL
+$15
Record
28%
29-73 (102)
Invested
$419.54
Value
$415.91
PnL
-$3.63
Record
56%
3922-3103 (7025)
Both legs:
Invested
$205.33
Value
$199.18
PnL
-$6.15
Record
47%
1186-1358 (2544)
Invested
$128.95
Value
$126.21
PnL
-$2.74
Record
37%
1333-2226 (3559)
VeryLucky888CTRInvested
$120
Value
$111.6
PnL
-$3.8
Record
53%
1883-1643 (3526)
Invested
$73.72
Value
$72.94
PnL
-$0.78
Record
48%
3948-4293 (8241)
0xheavy888CTR<$100Invested
$29.2
Value
$29.3
PnL
+$0.1
Record
56%
663-529 (1192)
Invested
$7.08
Value
$7.42
PnL
+$0.35
Record
50%
2174-2194 (4368)
Invested
$2.4
Value
$2.33
PnL
-$0.07
Record
43%
851-1135 (1986)
Invested
$2.35
Value
$2.3
PnL
-$0.05
Record
53%
2305-2071 (4376)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
53.5¢ 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
DanielsDixon
Under — $535
HomeRunHazard
ARBArbitrage — excluded
SnakeBall
CTROver — $199.18
LightParadox
CTROver — $126.21

VeryLucky888
CTROver — $111.6
38791873984189
CTROver — $72.94

0xheavy888
CTROver — $29.3
Pan9X
Under — $7.42
ameisgoat11
CTROver — $2.33
ghorrock
CTROver — $2.3