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Spread: Mavericks (-11.5)

1 of 9 top Polymarket traders hold Nets (11%) · Nets at 63¢ · $18K held · ends Nov 9

Mavericks38¢Nets62¢Ends Mon, Nov 9, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Nets

Consensus Traders

9

Nets 11%

1 arb excluded

Total Value

$17.9K

Combined PnL

$444.53

Research grade

AvoidNets at 63%

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.
  • 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

Nets

1 of 9 top traders (11%)1 arbitrage trader dimmed8 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Mavericks38%
Nets63%

Smart Money Breakdown by Outcome

Nets1 trader
Total Value$11.5K
Total Shares18,380
Combined PnL+$539.22
Mavericks8 traders
Total Value$1.5K
Total Shares3,967
Combined PnL-$94.69
Nets — 11%Mavericks — 89%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

1 traders

Top 2 hold 100%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

11% of non-arb traders are on Nets. Concentration is driven by the top two positions owning 100% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleNets 50% · 2
Aligned
ctrMavericks 88% · 8
Diverging
Hand-pickedMavericks 100% · 1
Diverging
Top 1000Mavericks 88% · 8
Diverging

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EV Calculator

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

Break-even chance64.7%

62.5¢ 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
+$54.66
Max Loss
-$100.00
Shares
154.7

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
0xa567a5f7...4c9b5e
Slug
nba-bkn-dal-2026-11-08-spread-home-11pt5
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