PolyConsensus
Back to Markets

Smart money holds the underdog side

Most tracked traders hold Pelicans, while the market favors Nuggets (56%). 3 of 5 traders hold an outcome priced under 50%.

Spread: Nuggets (-3.5)

3 of 5 top Polymarket traders hold Pelicans (60%) · Pelicans at 45¢ · $208 held · ends Oct 29

Nuggets56¢Pelicans44¢Ends Thu, Oct 29, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Pelicans

Consensus Traders

5

Pelicans 60%

Total Value

$207.84

Combined PnL

$1.34

Smart Money Entry

44.1¢ → 44.5¢

+1% since entry · 3 traders

Research grade

AvoidPelicans at 45%

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.
  • 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

Pelicans

3 of 5 top traders (60%)Underdog side (market favors Nuggets 56%)3 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Nuggets56%
Pelicans45%

Smart Money Breakdown by Outcome

Pelicans3 traders
Total Value$201.22
Total Shares438
Combined PnL+$1.28
Nuggets2 traders
Total Value$6.63
Total Shares12
Combined PnL+$0.06
Pelicans — 60%Nuggets — 40%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

3 traders

Top 2 hold 81%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

60% of non-arb traders are on Pelicans. Concentration is driven by the top two positions owning 81% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrPelicans 50% · 4
Aligned
Top 1000Pelicans 60% · 5
Aligned

Chat

Sign in with your wallet to post.

EV Calculator

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

Break-even chance46.7%

44.5¢ 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
+$113.95
Max Loss
-$100.00
Shares
214.0

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
0xe452821b...e1dce0
Slug
nba-den-nop-2026-10-28-spread-away-3pt5
Trade on Polymarket