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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (51%). 6 of 8 traders hold an outcome priced under 50%.

Hornets vs. Suns: O/U 217.5

6 of 8 top Polymarket traders hold Over (75%) · Over at 49¢ · $84 held · ended Nov 13

Over49¢Under51¢Ended Fri, Nov 13, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

8

Over 75%

Total Value

$84.5

Combined PnL

$1.34

Research grade

AvoidOver at 49%

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

Over

6 of 8 top traders (75%)Underdog side (market favors Under 51%)6 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over49%
Under51%

Smart Money Breakdown by Outcome

Over6 traders
Total Value$50.19
Total Shares101
Combined PnL+$1.11
Under2 traders
Total Value$34.31
Total Shares66
Combined PnL+$0.23
Over — 75%Under — 25%

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EV Calculator

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

Break-even chance51.2%

49.0¢ price + 1.0¢ spread + 1.3¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$95.12
Max Loss
-$100.00
Shares
195.1

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
0x89175503...612a3c
Slug
nba-cha-phx-2026-11-12-total-217pt5
Trade on Polymarket