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PolyConsensus
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Smart money holds the underdog side

Most tracked traders hold Hornets, while the market favors Clippers (67%). 7 of 14 traders hold an outcome priced under 50%.

Historically, consensus on sides priced under 40¢ lost money after costs.

Spread: Clippers (-13.5)

7 of 14 top Polymarket traders hold Hornets (50%) · Hornets at 33¢ · $2K held · ended Nov 15

Clippers67¢Hornets33¢Ended Sun, Nov 15, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Hornets

Consensus Traders

14

Hornets 50%

Total Value

$1.8K

Combined PnL

$44.02

Smart Money Entry

69¢ → 33.1¢

-52% since entry · 7 traders

Research grade

AvoidHornets at 33%

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

Hornets

7 of 14 top traders (50%)Underdog side (market favors Clippers 67%)7 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Clippers67%
Hornets33%

Smart Money Breakdown by Outcome

Clippers7 traders
Total Value$1.0K
Total Shares1,534
Combined PnL+$129.06
Hornets7 traders
Total Value$737.42
Total Shares1,151
Combined PnL-$85.04
Clippers — 50%Hornets — 50%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

2 traders

Top 2 hold 100%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

29% of non-arb traders are on Hornets. 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
The hand-picked list (1 on Hornets) and the top 1000 (7 on Clippers) disagree here.
ctrClippers 100% · 4
Diverging
Hand-pickedHornets 100% · 1
Aligned
Top 1000Clippers 71% · 7
Diverging

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EV Calculator

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

Break-even chance35.2%

33.1¢ price + 1.0¢ spread + 1.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$184.31
Max Loss
-$100.00
Shares
284.3

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
0x217475ab...0113a0
Slug
nba-cha-lac-2026-11-15-spread-home-13pt5
Trade on Polymarket