
Celtics vs. 76ers: O/U 239.5
2 of 6 top Polymarket traders hold Under (33%) · Under at 91¢ · $427 held · ended Nov 11
⚠️
Avoid
Under
6
Under 33%
1 arb excluded
$426.54
$19.43
91¢ → 91¢
+0% since entry · 2 traders
Research grade
AvoidUnder at 91%
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.
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
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 6 top traders (33%)1 arbitrage trader dimmed4 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
0h old
Flip Quality
Clean
0 consensus flips
33% 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 |
|---|---|---|---|---|---|
![]() RN1 | Underavg 90.5¢ | $255.67 | $267.5 | +$11.83 | 58% 3828-2805 (6633) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872ARB<$100 | Underavg 89.3¢ | $74.62 | $114.73 | +$40.1 | 56% 502-393 (895) |
| └ Over leg | Overavg 4¢ | $31.44 | $70.74 | +$39.3 | |
| └ Under leg | Underavg 89.3¢ | $43.18 | $43.98 | +$0.8 | |
38 38791873984189<$100 | Underavg 95¢ | $37.99 | $35.39 | +$5.45 | 48% 959-1032 (1991) |
PA Pan9XCTR<$100 | Overavg 4¢ | $2 | $4.5 | +$2.5 | 49% 446-472 (918) |
FL FlaznorpCTR<$100 | Overavg 9.8¢ | $4.12 | $3.59 | -$0.53 | 50% 1558-1564 (3122) |
65 6512395314597884CTR<$100 | Overavg 6¢ | $0.43 | $0.65 | +$0.22 | 51% 3172-3073 (6245) |
SE sentrioCTR<$100 | Overavg 11¢ | $0.22 | $0.18 | -$0.04 | 35% 266-489 (755) |
RN1Invested
$255.67
Value
$267.5
PnL
+$11.83
Record
58%
3828-2805 (6633)
Invested
$74.62
Value
$114.73
PnL
+$40.1
Record
56%
502-393 (895)
Both legs:
Invested
$37.99
Value
$35.39
PnL
+$5.45
Record
48%
959-1032 (1991)
Invested
$2
Value
$4.5
PnL
+$2.5
Record
49%
446-472 (918)
Invested
$4.12
Value
$3.59
PnL
-$0.53
Record
50%
1558-1564 (3122)
Invested
$0.43
Value
$0.65
PnL
+$0.22
Record
51%
3172-3073 (6245)
Invested
$0.22
Value
$0.18
PnL
-$0.04
Record
35%
266-489 (755)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
91.0¢ price + 1.0¢ spread + 0.4¢ 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.