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Smart money holds the underdog side

Most tracked traders hold Nets, while the market favors Mavericks (54%). 10 of 11 traders hold an outcome priced under 50%.

Spread: Mavericks (-6.5)

10 of 11 top Polymarket traders hold Nets (91%) · Nets at 47¢ · $4K held · ends Nov 9

Mavericks54¢Nets46¢Ends Mon, Nov 9, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Nets

Consensus Traders

11

Nets 91%

1 arb excluded

Total Value

$3.8K

Combined PnL

$14.62

Smart Money Entry

45.5¢ → 46.5¢

+2% since entry · 10 traders

Research grade

AvoidNets at 47%

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.
  • Side priced 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.

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

10 of 11 top traders (91%)Underdog side (market favors Mavericks 54%)1 arbitrage trader dimmed10 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Mavericks54%
Nets47%

Smart Money Breakdown by Outcome

Mavericks1 trader
Total Value$1.1K
Total Shares2,102
Combined PnL-$10.51
Nets10 traders
Total Value$1.5K
Total Shares3,153
Combined PnL+$25.12
Mavericks — 9%Nets — 91%

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EV Calculator

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

Break-even chance48.7%

46.5¢ 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
+$105.14
Max Loss
-$100.00
Shares
205.1

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
0x668f7a9a...09d2e9
Slug
nba-bkn-dal-2026-11-08-spread-home-6pt5
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