
Nuggets vs. Pelicans: O/U 223.5
5 of 12 top Polymarket traders hold Over (42%) · Over at 65¢ · $1K held · ended Nov 15
⚠️
Avoid
Over
12
Over 42%
$1.2K
$75.65
70¢ → 64.5¢
-8% since entry · 5 traders
Research grade
AvoidOver at 65%
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
5 of 12 top traders (42%)7 hold an outcome priced under 50%9 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
-27 pts consensus
Breadth
4 traders
Top 2 hold 97%
Freshness
Fresh
1h old
Flip Quality
Watch
1 consensus flip
33% of non-arb traders are on Over. Concentration is driven by the top two positions owning 97% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL Flaznorp | Overavg 72.1¢ | $764.24 | $705.11 | -$59.13 | 49% 4290-4528 (8818) |
VE VenusianCTR | Underavg 42.6¢ | $198.2 | $155.69 | -$42.51 | 37% 1155-1966 (3121) |
TA takeormake<$100 | Overavg 61¢ | $79.86 | $87.77 | +$7.91 | 57% 3591-2667 (6258) |
MA MadridTimeCTR<$100 | Underavg 43¢ | $66.07 | $51.47 | -$14.6 | 38% 1183-1919 (3102) |
PA Pan9XCTR<$100 | Underavg 38.8¢ | $60.91 | $49.28 | +$15.73 | 50% 1827-1860 (3687) |
LI LimousinCTR<$100 | Underavg 45¢ | $66.06 | $49.18 | -$16.88 | 37% 1153-1939 (3092) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872 | Overavg 57.1¢ | $888.36 | $48.31 | +$157.95 | 55% 1770-1448 (3218) |
TO topdogbigboi<$100 | Overavg 73¢ | $21.38 | $19.26 | -$2.12 | 38% 1308-2106 (3414) |
38 38791873984189CTR<$100 | Underavg 22.8¢ | $72.57 | $14.13 | +$26.56 | 47% 3551-3935 (7486) |
LI LightParadoxCTR<$100 | Underavg 37¢ | $6.66 | $7.92 | +$1.26 | 37% 1176-1966 (3142) |
GH ghorrockCTR<$100 | Underavg 36.5¢ | $6.13 | $7.4 | +$1.27 | 53% 2063-1842 (3905) |
FE ferdinand2<$100 | Overavg 63¢ | $3.15 | $3.35 | +$0.2 | 48% 2325-2529 (4854) |
Invested
$764.24
Value
$705.11
PnL
-$59.13
Record
49%
4290-4528 (8818)
Invested
$198.2
Value
$155.69
PnL
-$42.51
Record
37%
1155-1966 (3121)
Invested
$79.86
Value
$87.77
PnL
+$7.91
Record
57%
3591-2667 (6258)
Invested
$66.07
Value
$51.47
PnL
-$14.6
Record
38%
1183-1919 (3102)
Invested
$60.91
Value
$49.28
PnL
+$15.73
Record
50%
1827-1860 (3687)
Invested
$66.06
Value
$49.18
PnL
-$16.88
Record
37%
1153-1939 (3092)
Invested
$888.36
Value
$48.31
PnL
+$157.95
Record
55%
1770-1448 (3218)
Invested
$21.38
Value
$19.26
PnL
-$2.12
Record
38%
1308-2106 (3414)
Invested
$72.57
Value
$14.13
PnL
+$26.56
Record
47%
3551-3935 (7486)
Invested
$6.66
Value
$7.92
PnL
+$1.26
Record
37%
1176-1966 (3142)
Invested
$6.13
Value
$7.4
PnL
+$1.27
Record
53%
2063-1842 (3905)
Invested
$3.15
Value
$3.35
PnL
+$0.2
Record
48%
2325-2529 (4854)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
64.5¢ 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.
Market Info
Traders in this Market
Flaznorp
Over — $705.11
Venusian
CTRUnder — $155.69
takeormake
Over — $87.77
MadridTime
CTRUnder — $51.47
Pan9X
CTRUnder — $49.28
Limousin
CTRUnder — $49.18
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
Over — $48.31
topdogbigboi
Over — $19.26
38791873984189
CTRUnder — $14.13
LightParadox
CTRUnder — $7.92