
Nuggets vs. Pelicans: O/U 229.5
6 of 9 top Polymarket traders hold Under (67%) · Under at 54¢ · $1K held · ended Nov 15
⚠️
Avoid
Under
9
Under 67%
2 arb excluded
$1.3K
-$88.09
48.7¢ → 54¢
+11% since entry · 6 traders
Research grade
AvoidUnder at 54%
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 50–60¢Full year, out of sample: 0.50–0.70 lost −2.9 % a trade (n 23,546, 95 % CI −3.9 to −1.9).
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
6 of 9 top traders (67%)2 arbitrage traders dimmed3 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+28 pts consensus
Breadth
5 traders
Top 2 hold 87%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
71% of non-arb traders are on Under. Concentration is driven by the top two positions owning 87% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
MA MadridTime | Underavg 48.1¢ | $266.2 | $301.62 | +$35.42 | 38% 1183-1919 (3102) |
VE Venusian | Underavg 47.8¢ | $235.36 | $268.27 | +$32.91 | 37% 1155-1966 (3121) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872CTR | Overavg 50.7¢ | $870.31 | $232.52 | -$172.45 | 55% 1770-1448 (3218) |
FL FlaznorpARB<$100 | Overavg 45.7¢ | $199.22 | $213.51 | +$14.29 | 49% 4290-4528 (8818) |
| └ Over leg | Overavg 45.7¢ | $114.04 | $118.58 | +$4.54 | |
| └ Under leg | Underavg 47.1¢ | $85.18 | $94.94 | +$9.76 | |
KE keeptheblueflagflyinghighARB<$100 | Overavg 48¢ | $160.14 | $149.34 | -$10.8 | 50% 2685-2651 (5336) |
| └ Under leg | Underavg 53.7¢ | $71.85 | $92.32 | +$20.47 | |
| └ Over leg | Overavg 48¢ | $88.29 | $57.02 | -$31.27 | |
SU suitcase6628<$100 | Underavg 55¢ | $66 | $82.8 | +$16.8 | 65% 668-360 (1028) |
PA Pan9X<$100 | Underavg 65.5¢ | $25.3 | $12.41 | -$5.14 | 50% 1827-1860 (3687) |
GH ghorrock<$100 | Underavg 34.8¢ | $7.77 | $11.97 | +$7.04 | 53% 2063-1842 (3905) |
TA takeormakeCTR<$100 | Overavg 46¢ | $8.74 | $5.89 | -$2.85 | 57% 3591-2667 (6258) |
FE ferdinand2<$100 | Underavg 54¢ | $2.7 | $3.45 | +$0.75 | 48% 2325-2529 (4854) |
38 38791873984189CTR<$100 | Overavg 49¢ | $1.53 | $0.97 | -$0.56 | 47% 3551-3935 (7486) |
Invested
$266.2
Value
$301.62
PnL
+$35.42
Record
38%
1183-1919 (3102)
Invested
$235.36
Value
$268.27
PnL
+$32.91
Record
37%
1155-1966 (3121)
Invested
$870.31
Value
$232.52
PnL
-$172.45
Record
55%
1770-1448 (3218)
Invested
$199.22
Value
$213.51
PnL
+$14.29
Record
49%
4290-4528 (8818)
Both legs:
Invested
$160.14
Value
$149.34
PnL
-$10.8
Record
50%
2685-2651 (5336)
Both legs:
Invested
$66
Value
$82.8
PnL
+$16.8
Record
65%
668-360 (1028)
Invested
$25.3
Value
$12.41
PnL
-$5.14
Record
50%
1827-1860 (3687)
Invested
$7.77
Value
$11.97
PnL
+$7.04
Record
53%
2063-1842 (3905)
Invested
$8.74
Value
$5.89
PnL
-$2.85
Record
57%
3591-2667 (6258)
Invested
$2.7
Value
$3.45
PnL
+$0.75
Record
48%
2325-2529 (4854)
Invested
$1.53
Value
$0.97
PnL
-$0.56
Record
47%
3551-3935 (7486)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
54.0¢ price + 1.0¢ spread + 1.2¢ 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
MadridTime
Under — $301.62
Venusian
Under — $268.27
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
CTROver — $232.52
Flaznorp
ARBArbitrage — excluded
keeptheblueflagflyinghigh
ARBArbitrage — excluded
suitcase6628
Under — $82.8
Pan9X
Under — $12.41
ghorrock
Under — $11.97
takeormake
CTROver — $5.89
ferdinand2
Under — $3.45