
Nuggets vs. Grizzlies: O/U 238.5
5 of 5 top Polymarket traders hold Under (100%) · Under at 66¢ · $1K held · ended Nov 12
⚠️
Avoid
Under
5
Under 100%
1 arb excluded
$1.2K
$66.75
65.7¢ → 65.5¢
+0% since entry · 5 traders
Research grade
AvoidUnder at 66%
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.
- 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
5 of 5 top traders (100%)1 arbitrage trader dimmed2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
5 traders
Top 2 hold 71%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
83% of non-arb traders are on Under. Concentration is driven by the top two positions owning 71% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
38 38791873984189 | Underavg 64.5¢ | $426.76 | $449.97 | +$23.21 | 48% 1430-1573 (3003) |
![]() RN1 | Underavg 69¢ | $324.22 | $265.68 | +$10.14 | 57% 4059-3079 (7138) |
FL Flaznorp | Underavg 65.1¢ | $234.25 | $264.6 | +$30.35 | 51% 1925-1866 (3791) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872ARB<$100 | Overavg 31¢ | $164.64 | $149.91 | -$14.73 | 55% 719-584 (1303) |
| └ Over leg | Overavg 31¢ | $133.07 | $113.65 | -$19.42 | |
| └ Under leg | Underavg 64¢ | $31.57 | $36.26 | +$4.69 | |
PA Pan9X<$100 | Underavg 65¢ | $48.75 | $51 | +$2.25 | 49% 693-734 (1427) |
GH ghorrock<$100 | Underavg 64.5¢ | $15.02 | $15.83 | +$0.81 | 55% 683-554 (1237) |
Invested
$426.76
Value
$449.97
PnL
+$23.21
Record
48%
1430-1573 (3003)
RN1Invested
$324.22
Value
$265.68
PnL
+$10.14
Record
57%
4059-3079 (7138)
Invested
$234.25
Value
$264.6
PnL
+$30.35
Record
51%
1925-1866 (3791)
Invested
$164.64
Value
$149.91
PnL
-$14.73
Record
55%
719-584 (1303)
Both legs:
Invested
$48.75
Value
$51
PnL
+$2.25
Record
49%
693-734 (1427)
Invested
$15.02
Value
$15.83
PnL
+$0.81
Record
55%
683-554 (1237)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
65.5¢ price + 1.0¢ spread + 1.1¢ 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.