
Nets vs. Grizzlies: O/U 229.5
2 of 8 top Polymarket traders hold Under (25%) · Under at 57¢ · $3K held · ends Nov 15
⚠️
Avoid
Under
8
Under 25%
1 arb excluded
$2.7K
$43.2
55.4¢ → 57.5¢
+4% since entry · 2 traders
Research grade
AvoidUnder at 57%
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
2 of 8 top traders (25%)1 arbitrage trader dimmed6 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
2 traders
Top 2 hold 100%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
29% of non-arb traders are on Under. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() nigiri99 | Underavg 55.3¢ | $1.5K | $1.4K | +$43.95 | 52% 573-538 (1111) |
HO HomeRunHazard | Underavg 55.6¢ | $942.01 | $889.51 | +$14.12 | 56% 3687-2847 (6534) |
OV overtimemarkets.xyz-singlesARB<$100 | Underavg 50¢ | $200 | $198 | -$2 | 69% 134-60 (194) |
| └ Under leg | Underavg 50¢ | $100 | $116 | +$16 | |
| └ Over leg | Overavg 50¢ | $100 | $82 | -$18 | |
MA MadridTimeCTR | Overavg 46¢ | $130.37 | $116.2 | -$14.17 | 38% 1060-1756 (2816) |
GC GC-PCTR<$100 | Overavg 42¢ | $88.2 | $88.2 | -$0 | 38% 395-632 (1027) |
![]() 0xheavy888CTR<$100 | Overavg 42.8¢ | $17.95 | $17.63 | -$0.32 | 55% 515-424 (939) |
GH ghorrockCTR<$100 | Overavg 42.7¢ | $20.8 | $12.29 | -$0 | 53% 1854-1648 (3502) |
AM ameisgoat11CTR<$100 | Overavg 46¢ | $4.6 | $4.2 | -$0.4 | 41% 705-1014 (1719) |
BO BoomLaLaCTR<$100 | Overavg 41¢ | $0.97 | $0.99 | +$0.02 | 35% 162-305 (467) |
nigiri99Invested
$1,469.82
Value
$1.4K
PnL
+$43.95
Record
52%
573-538 (1111)
Invested
$942.01
Value
$889.51
PnL
+$14.12
Record
56%
3687-2847 (6534)
Invested
$200
Value
$198
PnL
-$2
Record
69%
134-60 (194)
Both legs:
Invested
$130.37
Value
$116.2
PnL
-$14.17
Record
38%
1060-1756 (2816)
Invested
$88.2
Value
$88.2
PnL
-$0
Record
38%
395-632 (1027)
0xheavy888CTR<$100Invested
$17.95
Value
$17.63
PnL
-$0.32
Record
55%
515-424 (939)
Invested
$20.8
Value
$12.29
PnL
-$0
Record
53%
1854-1648 (3502)
Invested
$4.6
Value
$4.2
PnL
-$0.4
Record
41%
705-1014 (1719)
Invested
$0.97
Value
$0.99
PnL
+$0.02
Record
35%
162-305 (467)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
57.5¢ 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

nigiri99
Under — $1.4K
HomeRunHazard
Under — $889.51
overtimemarkets.xyz-singles
ARBArbitrage — excluded
MadridTime
CTROver — $116.2
GC-P
CTROver — $88.2

0xheavy888
CTROver — $17.63
ghorrock
CTROver — $12.29
ameisgoat11
CTROver — $4.2
BoomLaLa
CTROver — $0.99