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Smart money holds the underdog side

Most tracked traders hold Yes, while the market favors No (57%). 1 of 5 traders hold an outcome priced under 50%.

Paul George: Points O/U 19.5

1 of 5 top Polymarket traders hold Yes (20%) · Yes at 43¢ · $4K held · ends Nov 11

Yes43¢No57¢Ends Wed, Nov 11, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Yes

Consensus Traders

5

Yes 20%

Total Value

$4.4K

Combined PnL

-$29.57

Research grade

AvoidYes at 43%

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 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.

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%)Underdog side (market favors No 57%)1 holds an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes43%
No57%

Smart Money Breakdown by Outcome

Yes1 trader
Total Value$2.1K
Total Shares5,024
Combined PnL-$125.36
No4 traders
Total Value$2.3K
Total Shares4,024
Combined PnL+$95.79
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
sniperYes 100% · 1
Aligned
ctrNo 100% · 2
Diverging
Top 1000No 80% · 5
Diverging

Chat

EV Calculator

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

Break-even chance44.7%

42.5¢ 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
+$123.57
Max Loss
-$100.00
Shares
223.6

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
0xd888164f...a738db
Slug
nba-bos-phi-2026-11-10-points-paul-george-19pt5
Trade on Polymarket