
Spread: Pelicans (-5.5)
2 of 7 top Polymarket traders hold Nets (29%) · Nets at 57¢ · $260 held · ends Nov 12
⚠️
Avoid
Nets
7
Nets 29%
$260.49
-$4.08
57.5¢ → 57.5¢
+0% since entry · 2 traders
Research grade
AvoidNets 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 7 top traders (29%)5 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HO HomeRunHazard | Netsavg 57.6¢ | $182.29 | $182.13 | -$0.16 | 57% 3221-2431 (5652) |
SN SnakeBallCTR<$100 | Pelicansavg 47¢ | $39.97 | $36.57 | -$3.4 | 45% 263-319 (582) |
38 38791873984189<$100 | Netsavg 57¢ | $32.3 | $32.3 | +$0 | 48% 1352-1466 (2818) |
MA MadridTimeCTR<$100 | Pelicansavg 46¢ | $3.26 | $3.05 | -$0.21 | 31% 380-851 (1231) |
LI LimousinCTR<$100 | Pelicansavg 46¢ | $2.3 | $2.15 | -$0.15 | 30% 375-875 (1250) |
AM ameisgoat11CTR<$100 | Pelicansavg 46¢ | $2.3 | $2.15 | -$0.15 | 32% 291-617 (908) |
LI LightParadoxCTR<$100 | Pelicansavg 43¢ | $2.15 | $2.15 | -$0 | 30% 378-869 (1247) |
Invested
$182.29
Value
$182.13
PnL
-$0.16
Record
57%
3221-2431 (5652)
Invested
$39.97
Value
$36.57
PnL
-$3.4
Record
45%
263-319 (582)
Invested
$32.3
Value
$32.3
PnL
+$0
Record
48%
1352-1466 (2818)
Invested
$3.26
Value
$3.05
PnL
-$0.21
Record
31%
380-851 (1231)
Invested
$2.3
Value
$2.15
PnL
-$0.15
Record
30%
375-875 (1250)
Invested
$2.3
Value
$2.15
PnL
-$0.15
Record
32%
291-617 (908)
Invested
$2.15
Value
$2.15
PnL
-$0
Record
30%
378-869 (1247)
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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.