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Smart money holds the underdog side

Most tracked traders hold Bulls, while the market favors 76ers (54%). 1 of 3 traders hold an outcome priced under 50%.

Spread: 76ers (-10.5)

1 of 3 top Polymarket traders hold Bulls (33%) · Bulls at 46¢ · $1K held · ends Nov 3

76ers54¢Bulls46¢Ends Tue, Nov 3, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Bulls

Consensus Traders

3

Bulls 33%

1 arb excluded

Total Value

$1.4K

Combined PnL

-$0

Research grade

AvoidBulls at 46%

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.
  • Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer 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

Bulls

1 of 3 top traders (33%)Underdog side (market favors 76ers 54%)1 arbitrage trader dimmed1 holds an outcome priced under 50%1 small position dimmed (<$100 invested)

Market Activity

Outcome Probabilities

76ers54%
Bulls46%

Smart Money Breakdown by Outcome

Bulls1 trader
Total Value$997.28
Total Shares2,168
Combined PnL+$0
76ers2 traders
Total Value$311.23
Total Shares576
Combined PnL-$0
Bulls — 33%76ers — 67%

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EV Calculator

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

Break-even chance48.2%

46.0¢ 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
+$107.27
Max Loss
-$100.00
Shares
207.3

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
0x4a666b8f...834470
Slug
nba-chi-phi-2026-11-02-spread-home-10pt5
Trade on Polymarket