
Cavaliers vs. Knicks: O/U 209.5
4 of 9 top Polymarket traders hold Over (44%) · Over at 84¢ · $112K held · ended Nov 12
⚠️
Avoid
Over
9
Over 44%
1 arb excluded
$112.1K
$3.0K
90¢ → 84¢
-7% since entry · 4 traders
Research grade
AvoidOver at 84%
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
4 of 9 top traders (44%)1 arbitrage trader dimmed5 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
MD MD14 | Overavg 90¢ | $97.2K | $94.0K | $-3.2K | — 9-0 (9) |
0X 0x2c335066FE58fe9237c3d3Dc7b275C2a034a0563-1759935795465CTR | Underavg 10¢ | $10.4K | $16.6K | +$6.2K | 51% 3726-3550 (7276) |
FL FlaznorpARB<$100 | Underavg 10.7¢ | $881.73 | $1.0K | +$198.19 | 51% 1925-1866 (3791) |
| └ Under leg | Underavg 10.7¢ | $424 | $632.81 | +$213.7 | |
| └ Over leg | Overavg 87.2¢ | $423.61 | $408.1 | -$15.51 | |
![]() RN1 | Overavg 79.2¢ | $232.79 | $246.79 | +$14 | 57% 4059-3079 (7138) |
65 6512395314597884 | Overavg 86¢ | $198 | $200 | +$2 | 50% 3301-3258 (6559) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872CTR<$100 | Underavg 11.2¢ | $13.75 | $17.87 | +$4.11 | 55% 719-584 (1303) |
38 38791873984189CTR<$100 | Underavg 22.9¢ | $28.27 | $14.2 | -$14.08 | 48% 1430-1573 (3003) |
PA pauleta23<$100 | Overavg 85¢ | $4.25 | $4.2 | -$0.05 | 32% 234-496 (730) |
GH ghorrockCTR<$100 | Underavg 23¢ | $2.5 | $1.52 | -$0.98 | 55% 683-554 (1237) |
PA Pan9XCTR<$100 | Underavg 23.1¢ | $11.55 | $0.7 | -$4.1 | 49% 693-734 (1427) |
Invested
$97,242.8
Value
$94.0K
PnL
$-3.2K
Record
—
9-0 (9)
Invested
$10,366.73
Value
$16.6K
PnL
+$6.2K
Record
51%
3726-3550 (7276)
Invested
$881.73
Value
$1.0K
PnL
+$198.19
Record
51%
1925-1866 (3791)
Both legs:
RN1Invested
$232.79
Value
$246.79
PnL
+$14
Record
57%
4059-3079 (7138)
Invested
$198
Value
$200
PnL
+$2
Record
50%
3301-3258 (6559)
Invested
$13.75
Value
$17.87
PnL
+$4.11
Record
55%
719-584 (1303)
Invested
$28.27
Value
$14.2
PnL
-$14.08
Record
48%
1430-1573 (3003)
Invested
$4.25
Value
$4.2
PnL
-$0.05
Record
32%
234-496 (730)
Invested
$2.5
Value
$1.52
PnL
-$0.98
Record
55%
683-554 (1237)
Invested
$11.55
Value
$0.7
PnL
-$4.1
Record
49%
693-734 (1427)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
84.0¢ price + 1.0¢ spread + 0.6¢ 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
MD14
Over — $94.0K
0x2c335066FE58fe9237c3d3Dc7b275C2a034a0563-1759935795465
CTRUnder — $16.6K
Flaznorp
ARBArbitrage — excluded

RN1
Over — $246.79
6512395314597884
Over — $200
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
CTRUnder — $17.87
38791873984189
CTRUnder — $14.2
pauleta23
Over — $4.2
ghorrock
CTRUnder — $1.52
Pan9X
CTRUnder — $0.7