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Julius Randle: Points O/U 20.5

1 of 5 top Polymarket traders hold Yes (20%) · Yes at 55¢ · $3K held · ends Nov 1

Yes55¢No45¢Ends Sun, Nov 1, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Yes

Consensus Traders

5

Yes 20%

Total Value

$2.8K

Combined PnL

-$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

Yes

1 of 5 top traders (20%)4 hold an outcome priced under 50%

Market Activity

Outcome Probabilities

Yes55%
No46%

Smart Money Breakdown by Outcome

Yes1 trader
Total Value$1.8K
Total Shares3,327
Combined PnL+$76.18
No4 traders
Total Value$964.73
Total Shares2,185
Combined PnL-$77.35
Yes — 20%No — 80%

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

20% of non-arb traders are on Yes. 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
ctrNo 100% · 4
Diverging
Hand-pickedNo 100% · 1
Diverging
Top 1000No 75% · 4
Diverging

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EV Calculator

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

Break-even chance56.7%

54.5¢ 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
+$76.26
Max Loss
-$100.00
Shares
176.3

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
0x32fc05a4...f3169d
Slug
nba-bkn-ind-2026-11-01-points-julius-randle-20pt5
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