
Nets vs. Grizzlies: O/U 228.5
4 of 8 top Polymarket traders hold Under (50%) · Under at 56¢ · $6K held · ends Nov 15
⚠️
Avoid
Under
8
Under 50%
1 arb excluded
$6.3K
$419.83
50.8¢ → 55.5¢
+9% since entry · 4 traders
Research grade
AvoidUnder at 56%
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
4 of 8 top traders (50%)1 arbitrage trader dimmed4 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 95%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
38% of non-arb traders are on Under. Concentration is driven by the top two positions owning 95% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HO HomeRunHazard | Underavg 50.3¢ | $3.6K | $4.0K | +$347.83 | 56% 3687-2847 (6534) |
OM omnibus-076daa | Underavg 51.6¢ | $1.4K | $1.5K | +$100.96 | 46% 499-597 (1096) |
![]() nigiri99 | Underavg 51.8¢ | $308.93 | $318.64 | +$20.56 | 51% 568-535 (1103) |
SN SnakeBallCTR | Overavg 48¢ | $301 | $269.65 | -$31.35 | 47% 936-1037 (1973) |
38 38791873984189CTR | Overavg 48¢ | $142.08 | $127.28 | -$14.8 | 48% 3239-3552 (6791) |
SE sentrio<$100 | Underavg 56¢ | $92.19 | $91.36 | -$0.82 | 42% 1031-1416 (2447) |
GH ghorrockARB<$100 | Underavg 56¢ | $50.93 | $48.74 | -$2.19 | 53% 1815-1613 (3428) |
| └ Under leg | Underavg 56¢ | $27.29 | $27.05 | -$0.24 | |
| └ Over leg | Overavg 48.5¢ | $23.64 | $21.69 | -$1.95 | |
![]() 0xheavy888CTR<$100 | Overavg 44¢ | $30.79 | $30.09 | -$0.7 | 54% 503-422 (925) |
PA Pan9XCTR<$100 | Overavg 48¢ | $17.76 | $15.91 | -$1.85 | 50% 1594-1620 (3214) |
Invested
$3,640.34
Value
$4.0K
PnL
+$347.83
Record
56%
3687-2847 (6534)
Invested
$1,352.33
Value
$1.5K
PnL
+$100.96
Record
46%
499-597 (1096)
nigiri99Invested
$308.93
Value
$318.64
PnL
+$20.56
Record
51%
568-535 (1103)
Invested
$301
Value
$269.65
PnL
-$31.35
Record
47%
936-1037 (1973)
Invested
$142.08
Value
$127.28
PnL
-$14.8
Record
48%
3239-3552 (6791)
Invested
$92.19
Value
$91.36
PnL
-$0.82
Record
42%
1031-1416 (2447)
Invested
$50.93
Value
$48.74
PnL
-$2.19
Record
53%
1815-1613 (3428)
Both legs:
0xheavy888CTR<$100Invested
$30.79
Value
$30.09
PnL
-$0.7
Record
54%
503-422 (925)
Invested
$17.76
Value
$15.91
PnL
-$1.85
Record
50%
1594-1620 (3214)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
55.5¢ 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.
Market Info
Traders in this Market
HomeRunHazard
Under — $4.0K
omnibus-076daa
Under — $1.5K

nigiri99
Under — $318.64
SnakeBall
CTROver — $269.65
38791873984189
CTROver — $127.28
sentrio
Under — $91.36
ghorrock
ARBArbitrage — excluded

0xheavy888
CTROver — $30.09
Pan9X
CTROver — $15.91