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Hawks vs. Pelicans: O/U 236.5

3 of 5 top Polymarket traders hold Under (60%) · Under at 74¢ · $154 held · ended Oct 31

Over26¢Under74¢Ended Sat, Oct 31, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

5

Under 60%

Total Value

$154.04

Combined PnL

$30.7

Research grade

AvoidUnder at 74%

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.
  • 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

Under

3 of 5 top traders (60%)2 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity
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Outcome Probabilities

Over26%
Under74%

Smart Money Breakdown by Outcome

Over2 traders
Total Value$130.83
Total Shares178
Combined PnL+$36.45
Under3 traders
Total Value$23.21
Total Shares63
Combined PnL-$5.75
Over — 40%Under — 60%

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EV Calculator

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

Break-even chance75.9%

74.0¢ price + 1.0¢ spread + 0.9¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$31.69
Max Loss
-$100.00
Shares
131.7

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
0xc7ddc5a6...934442
Slug
nba-atl-nop-2026-10-31-total-236pt5
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