
Cavaliers vs. Knicks: O/U 201.5
1 of 5 top Polymarket traders hold Over (20%) · Over at 92¢ · $184 held · ended Nov 12
⚠️
Avoid
Over
5
Over 20%
$183.83
$19.05
Research grade
AvoidOver at 92%
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.
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
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
1 of 5 top traders (20%)4 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
1 traders
Top 2 hold 100%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
20% of non-arb traders are on Over. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL Flaznorp | Overavg 78¢ | $113.1 | $132.68 | +$19.58 | 51% 1925-1864 (3789) |
FO forecastication4CTR<$100 | Underavg 11¢ | $16.06 | $32.12 | +$16.06 | 19% 50-220 (270) |
![]() RN1CTR<$100 | Underavg 22¢ | $31.9 | $11.6 | -$20.3 | 57% 4059-3077 (7136) |
38 38791873984189CTR<$100 | Underavg 11¢ | $3.16 | $6.32 | +$3.16 | 48% 1427-1570 (2997) |
GH ghorrockCTR<$100 | Underavg 11¢ | $0.56 | $1.11 | +$0.56 | 55% 680-552 (1232) |
Invested
$113.1
Value
$132.68
PnL
+$19.58
Record
51%
1925-1864 (3789)
Invested
$16.06
Value
$32.12
PnL
+$16.06
Record
19%
50-220 (270)
RN1CTR<$100Invested
$31.9
Value
$11.6
PnL
-$20.3
Record
57%
4059-3077 (7136)
Invested
$3.16
Value
$6.32
PnL
+$3.16
Record
48%
1427-1570 (2997)
Invested
$0.56
Value
$1.11
PnL
+$0.56
Record
55%
680-552 (1232)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
92.0¢ price + 1.0¢ spread + 0.3¢ 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.