Smart money holds the underdog side
Most tracked traders hold Under, while the market favors Over (59%). 9 of 13 traders hold an outcome priced under 50%.

Hornets vs. Clippers: O/U 219.5
9 of 13 top Polymarket traders hold Under (69%) · Under at 41¢ · $3K held · ended Nov 15
⚠️
Avoid
Under
13
Under 69%
1 arb excluded
$3.0K
$44.12
51.5¢ → 41¢
-20% since entry · 9 traders
Research grade
AvoidUnder at 41%
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.
- 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
9 of 13 top traders (69%)Underdog side (market favors Over 59%)1 arbitrage trader dimmed9 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Cooling
+0 pts consensus
Breadth
3 traders
Top 2 hold 99%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
60% of non-arb traders are on Under. Concentration is driven by the top two positions owning 99% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872 | Overavg 43.2¢ | $598.15 | $857.98 | +$259.83 | 54% 2084-1743 (3827) |
FL FlaznorpCTR | Underavg 52.5¢ | $987.98 | $771.22 | -$216.76 | 48% 4844-5167 (10011) |
TA takeormake | Overavg 56¢ | $492.05 | $544.77 | +$52.72 | 57% 3727-2840 (6567) |
NO NotJumpARB<$100 | Underavg 50¢ | $525 | $399 | -$126 | 49% 1261-1304 (2565) |
| └ Under leg | Underavg 50¢ | $262.5 | $304.5 | +$42 | |
| └ Over leg | Overavg 50¢ | $262.5 | $94.5 | -$168 | |
![]() RN1 | Overavg 52¢ | $124.28 | $125.47 | +$1.19 | 54% 6165-5274 (11439) |
LI LightParadoxCTR | Underavg 45.4¢ | $132.16 | $119.45 | -$12.71 | 38% 1454-2390 (3844) |
VE VenusianCTR | Underavg 48¢ | $114.72 | $97.99 | -$16.73 | 38% 1462-2368 (3830) |
SU suntoriCTR<$100 | Underavg 64¢ | $57.14 | $51.78 | -$5.36 | 46% 3434-3964 (7398) |
SN SnakeBall<$100 | Overavg 36¢ | $39.42 | $22.34 | -$17.07 | 46% 1257-1451 (2708) |
FE ferdinand2CTR<$100 | Underavg 43¢ | $19.25 | $18.35 | -$0.9 | 48% 2668-2892 (5560) |
JU justaluckydudeCTR<$100 | Underavg 49¢ | $11.76 | $11.64 | -$0.12 | 50% 714-704 (1418) |
GA GaditimaCTR<$100 | Underavg 58¢ | $8.14 | $8.14 | +$0 | 49% 417-440 (857) |
KE keeptheblueflagflyinghighCTR<$100 | Underavg 41¢ | $2.22 | $2.25 | +$0.03 | 49% 2930-3029 (5959) |
MI micky456CTR<$100 | Underavg 49¢ | $0.49 | $0.49 | -$0.01 | 48% 654-715 (1369) |
Invested
$598.15
Value
$857.98
PnL
+$259.83
Record
54%
2084-1743 (3827)
Invested
$987.98
Value
$771.22
PnL
-$216.76
Record
48%
4844-5167 (10011)
Invested
$492.05
Value
$544.77
PnL
+$52.72
Record
57%
3727-2840 (6567)
Invested
$525
Value
$399
PnL
-$126
Record
49%
1261-1304 (2565)
Both legs:
RN1Invested
$124.28
Value
$125.47
PnL
+$1.19
Record
54%
6165-5274 (11439)
Invested
$132.16
Value
$119.45
PnL
-$12.71
Record
38%
1454-2390 (3844)
Invested
$114.72
Value
$97.99
PnL
-$16.73
Record
38%
1462-2368 (3830)
Invested
$57.14
Value
$51.78
PnL
-$5.36
Record
46%
3434-3964 (7398)
Invested
$39.42
Value
$22.34
PnL
-$17.07
Record
46%
1257-1451 (2708)
Invested
$19.25
Value
$18.35
PnL
-$0.9
Record
48%
2668-2892 (5560)
Invested
$11.76
Value
$11.64
PnL
-$0.12
Record
50%
714-704 (1418)
Invested
$8.14
Value
$8.14
PnL
+$0
Record
49%
417-440 (857)
Invested
$2.22
Value
$2.25
PnL
+$0.03
Record
49%
2930-3029 (5959)
Invested
$0.49
Value
$0.49
PnL
-$0.01
Record
48%
654-715 (1369)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
41.0¢ 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
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
Over — $857.98
Flaznorp
CTRUnder — $771.22
takeormake
Over — $544.77
NotJump
ARBArbitrage — excluded

RN1
Over — $125.47
LightParadox
CTRUnder — $119.45
Venusian
CTRUnder — $97.99
suntori
CTRUnder — $51.78
SnakeBall
Over — $22.34
ferdinand2
CTRUnder — $18.35