
Spread: Pistons (-5.5)
1 of 6 top Polymarket traders hold Heat (17%) · Heat at 56¢ · $9K held · ends Nov 15
⚠️
Avoid
Heat
6
Heat 17%
$9.3K
-$138.18
Research grade
AvoidHeat at 56%
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.
- 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
1 of 6 top traders (17%)5 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
1 traders
Top 2 hold 100%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
17% of non-arb traders are on Heat. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() nigiri99 | Heatavg 53¢ | $5.0K | $5.1K | +$91.97 | 51% 568-535 (1103) |
HG hgawxCTR | Pistonsavg 47¢ | $4.0K | $3.6K | -$214.2 | 7% 4-50 (54) |
![]() VeryLucky888CTR | Pistonsavg 46.7¢ | $354.74 | $316.09 | -$16.15 | 54% 1417-1228 (2645) |
HO HomeRunHazardCTR | Pistonsavg 44¢ | $101.64 | $102.8 | +$1.16 | 56% 3687-2847 (6534) |
38 38791873984189CTR<$100 | Pistonsavg 44¢ | $65.56 | $66.31 | +$0.75 | 48% 3239-3552 (6791) |
SN SnakeBallCTR<$100 | Pistonsavg 47¢ | $39.79 | $38.1 | -$1.69 | 47% 936-1036 (1972) |
nigiri99Invested
$5,014.81
Value
$5.1K
PnL
+$91.97
Record
51%
568-535 (1103)
Invested
$4,008.99
Value
$3.6K
PnL
-$214.2
Record
7%
4-50 (54)
VeryLucky888CTRInvested
$354.74
Value
$316.09
PnL
-$16.15
Record
54%
1417-1228 (2645)
Invested
$101.64
Value
$102.8
PnL
+$1.16
Record
56%
3687-2847 (6534)
Invested
$65.56
Value
$66.31
PnL
+$0.75
Record
48%
3239-3552 (6791)
Invested
$39.79
Value
$38.1
PnL
-$1.69
Record
47%
936-1036 (1972)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
55.5¢ 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.