
Nuggets vs. Grizzlies: O/U 248.5
4 of 13 top Polymarket traders hold Under (31%) · Under at 67¢ · $6K held · ended Nov 12
⚠️
Avoid
Under
13
Under 31%
2 arb excluded
$6.3K
-$67.37
61.1¢ → 67¢
+10% since entry · 4 traders
Research grade
AvoidUnder at 67%
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 13 top traders (31%)2 arbitrage traders dimmed9 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872ARB<$100 | Underavg 62.7¢ | $2.1K | $2.4K | +$334.68 | 55% 750-604 (1354) |
| └ Under leg | Underavg 62.7¢ | $1.8K | $1.8K | -$35.47 | |
| └ Over leg | Overavg 15.9¢ | $261.2 | $631.35 | +$370.15 | |
65 6512395314597884 | Underavg 55¢ | $755.03 | $844.92 | +$89.88 | 50% 3301-3258 (6559) |
![]() RN1 | Underavg 68.5¢ | $800.8 | $764.9 | -$35.9 | 57% 4077-3095 (7172) |
FL FlaznorpARB<$100 | Overavg 38.3¢ | $2.0K | $733.91 | -$520.31 | 51% 1945-1901 (3846) |
| └ Over leg | Overavg 38.3¢ | $751.72 | $539.37 | -$212.35 | |
| └ Under leg | Underavg 82.4¢ | $221.2 | $194.54 | -$307.96 | |
VE VenusianCTR | Overavg 45.3¢ | $696.5 | $668.57 | -$27.93 | 31% 423-941 (1364) |
0X 0x746295855BE6F49fE2DA2AcCD69eA34b3Cf23Ac3-1762436472554CTR | Overavg 44.1¢ | $400 | $249.32 | -$150.68 | 49% 27-28 (55) |
38 38791873984189 | Underavg 63.3¢ | $209.52 | $201.62 | -$4.27 | 48% 1454-1600 (3054) |
MA MadridTimeCTR | Overavg 38.5¢ | $132.78 | $150.05 | +$17.27 | 32% 424-920 (1344) |
LI LightParadoxCTR | Overavg 47¢ | $132.78 | $122.89 | -$9.89 | 31% 423-938 (1361) |
PA Pan9X<$100 | Underavg 56.8¢ | $68.7 | $82.89 | +$14.19 | 49% 698-741 (1439) |
TO topdogbigboiCTR<$100 | Overavg 13.2¢ | $17.07 | $33.51 | +$16.44 | — |
SU suitcase6628CTR<$100 | Overavg 16¢ | $16 | $27.5 | +$11.5 | 64% 283-162 (445) |
0X 0x1bc32be106439240f59aa25668e613831a5cdc6eCTR<$100 | Overavg 16¢ | $16 | $27.5 | +$11.5 | 60% 2627-1728 (4355) |
FE ferdinand2CTR<$100 | Overavg 23.5¢ | $2.35 | $2.75 | +$0.4 | — |
KE keeptheblueflagflyinghighCTR<$100 | Overavg 36¢ | $1.99 | $2.11 | +$0.11 | 53% 1860-1677 (3537) |
Invested
$2,099.05
Value
$2.4K
PnL
+$334.68
Record
55%
750-604 (1354)
Both legs:
Invested
$755.03
Value
$844.92
PnL
+$89.88
Record
50%
3301-3258 (6559)
RN1Invested
$800.8
Value
$764.9
PnL
-$35.9
Record
57%
4077-3095 (7172)
Invested
$1,997.59
Value
$733.91
PnL
-$520.31
Record
51%
1945-1901 (3846)
Both legs:
Invested
$696.5
Value
$668.57
PnL
-$27.93
Record
31%
423-941 (1364)
Invested
$400
Value
$249.32
PnL
-$150.68
Record
49%
27-28 (55)
Invested
$209.52
Value
$201.62
PnL
-$4.27
Record
48%
1454-1600 (3054)
Invested
$132.78
Value
$150.05
PnL
+$17.27
Record
32%
424-920 (1344)
Invested
$132.78
Value
$122.89
PnL
-$9.89
Record
31%
423-938 (1361)
Invested
$68.7
Value
$82.89
PnL
+$14.19
Record
49%
698-741 (1439)
Invested
$17.07
Value
$33.51
PnL
+$16.44
Record
—
Invested
$16
Value
$27.5
PnL
+$11.5
Record
64%
283-162 (445)
Invested
$16
Value
$27.5
PnL
+$11.5
Record
60%
2627-1728 (4355)
Invested
$2.35
Value
$2.75
PnL
+$0.4
Record
—
Invested
$1.99
Value
$2.11
PnL
+$0.11
Record
53%
1860-1677 (3537)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
67.0¢ 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.
Market Info
Traders in this Market
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
ARBArbitrage — excluded
6512395314597884
Under — $844.92

RN1
Under — $764.9
Flaznorp
ARBArbitrage — excluded
Venusian
CTROver — $668.57
0x746295855BE6F49fE2DA2AcCD69eA34b3Cf23Ac3-1762436472554
CTROver — $249.32
38791873984189
Under — $201.62
MadridTime
CTROver — $150.05
LightParadox
CTROver — $122.89
Pan9X
Under — $82.89