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Smart money holds the underdog side

Most tracked traders hold Cavaliers, while the market favors Knicks (61%). 6 of 9 traders hold an outcome priced under 50%.

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

Cavaliers vs. Knicks

6 of 9 top Polymarket traders hold Cavaliers (67%) · Cavaliers at 40¢ · $2K held · ends Nov 12

Cavaliers40¢Knicks60¢Ends Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Cavaliers

Consensus Traders

9

Cavaliers 67%

1 arb excluded

Total Value

$1.9K

Combined PnL

$16.26

Smart Money Entry

39¢ → 39.5¢

+1% since entry · 6 traders

Research grade

AvoidCavaliers at 40%

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.
  • 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

Cavaliers

6 of 9 top traders (67%)Underdog side (market favors Knicks 61%)1 arbitrage trader dimmed6 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Cavaliers40%
Knicks61%

Smart Money Breakdown by Outcome

Cavaliers6 traders
Total Value$1.5K
Total Shares3,762
Combined PnL+$18.99
Knicks3 traders
Total Value$265.17
Total Shares412
Combined PnL-$2.73
Cavaliers — 67%Knicks — 33%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

4 traders

Top 2 hold 80%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

50% of non-arb traders are on Cavaliers. Concentration is driven by the top two positions owning 80% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrCavaliers 80% · 5
Aligned
Top 1000Cavaliers 50% · 8
Aligned

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EV Calculator

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

Break-even chance41.7%

39.5¢ 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
+$139.78
Max Loss
-$100.00
Shares
239.8

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
0x50feee38...67c861
Slug
nba-cle-nyk-2026-11-11
Trade on Polymarket