
Spread: Celtics (-15.5)
3 of 6 top Polymarket traders hold Nets (50%) · Nets at 59¢ · $6K held · ends Oct 27
⚠️
Avoid
Nets
6
Nets 50%
$5.9K
-$60.46
60¢ → 58.5¢
-2% since entry · 3 traders
Research grade
AvoidNets at 59%
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
3 of 6 top traders (50%)3 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
3 traders
Top 2 hold 99%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
60% of non-arb traders are on Nets. Concentration is driven by the top two positions owning 99% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HO HomeRunHazard | Netsavg 60¢ | $5.4K | $3.2K | -$27.11 | 54% 16754-14059 (30813) |
SU SunlineTickerCTR | Celticsavg 40.1¢ | $2.2K | $2.2K | -$30.9 | 62% 4008-2448 (6456) |
![]() RN1 | Netsavg 60¢ | $366.67 | $365 | -$1.67 | 54% 55386-47442 (102828) |
FO Forecastication2CTR<$100 | Celticsavg 41¢ | $68.06 | $67.23 | -$0.83 | 50% 6747-6755 (13502) |
LE LeLynxMalynx<$100 | Netsavg 60¢ | $53.33 | $53.37 | +$0.04 | 58% 27884-20523 (48407) |
![]() HRTradingCTR<$100 | Celticsavg 40¢ | $1.04 | $1.05 | +$0.01 | 54% 2639-2268 (4907) |
Invested
$5,358.5
Value
$3.2K
PnL
-$27.11
Record
54%
16754-14059 (30813)
Invested
$2,244.49
Value
$2.2K
PnL
-$30.9
Record
62%
4008-2448 (6456)
RN1Invested
$366.67
Value
$365
PnL
-$1.67
Record
54%
55386-47442 (102828)
Invested
$68.06
Value
$67.23
PnL
-$0.83
Record
50%
6747-6755 (13502)
Invested
$53.33
Value
$53.37
PnL
+$0.04
Record
58%
27884-20523 (48407)
HRTradingCTR<$100Invested
$1.04
Value
$1.05
PnL
+$0.01
Record
54%
2639-2268 (4907)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
58.5¢ 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.