
Julius Randle: Points O/U 20.5
1 of 5 top Polymarket traders hold Yes (20%) · Yes at 55¢ · $3K held · ends Nov 1
⚠️
Avoid
Yes
5
Yes 20%
$2.8K
-$1.17
Research grade
AvoidYes at 55%
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
1 of 5 top traders (20%)4 hold an outcome priced under 50%
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
1 traders
Top 2 hold 100%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
20% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
MD mde4life1986 | Yesavg 52.2¢ | $1.7K | $1.8K | +$76.18 | 48% 159-175 (334) |
![]() VeryLucky888CTR | Noavg 48¢ | $360 | $322.5 | -$37.5 | 58% 42718-31089 (73807) |
![]() TheOneto3CTR | Noavg 47¢ | $284.82 | $275.73 | -$9.09 | 50% 464-457 (921) |
0X 0x9f15613ebf1f36d4bc679e1211d1fc567cf9bdb3CTR | Noavg 48.9¢ | $199.92 | $185.95 | -$13.97 | 50% 2545-2532 (5077) |
![]() RollAwayTheDewCTR | Noavg 47¢ | $197.35 | $180.55 | -$16.8 | 53% 453-396 (849) |
Invested
$1,737.28
Value
$1.8K
PnL
+$76.18
Record
48%
159-175 (334)
VeryLucky888CTRInvested
$360
Value
$322.5
PnL
-$37.5
Record
58%
42718-31089 (73807)
TheOneto3CTRInvested
$284.82
Value
$275.73
PnL
-$9.09
Record
50%
464-457 (921)
Invested
$199.92
Value
$185.95
PnL
-$13.97
Record
50%
2545-2532 (5077)
RollAwayTheDewCTRInvested
$197.35
Value
$180.55
PnL
-$16.8
Record
53%
453-396 (849)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
54.5¢ 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.