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Smart money holds the underdog side

Most tracked traders hold Warriors, while the market favors Rockets (62%). 7 of 7 traders hold an outcome priced under 50%.

Historically, consensus on sides priced under 40¢ lost money after costs.

Warriors vs. Rockets

7 of 7 top Polymarket traders hold Warriors (100%) · Warriors at 39¢ · $3K held · ends Nov 12

Warriors39¢Rockets61¢Ends Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Warriors

Consensus Traders

7

Warriors 100%

1 arb excluded

Total Value

$2.9K

Combined PnL

-$76.82

Smart Money Entry

37.4¢ → 38.5¢

+3% since entry · 7 traders

Research grade

AvoidWarriors at 39%

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.
  • 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

Warriors

7 of 7 top traders (100%)Underdog side (market favors Rockets 62%)1 arbitrage trader dimmed7 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Warriors39%
Rockets62%

Smart Money Breakdown by Outcome

Warriors7 traders
Total Value$2.5K
Total Shares6,482
Combined PnL-$76.82

Signal Intelligence

Momentum

Building

+0 pts consensus

Breadth

7 traders

Top 2 hold 78%

Freshness

Fresh

12h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

100% of non-arb traders are on Warriors. Concentration is driven by the top two positions owning 78% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleWarriors 100% · 1
Aligned
sharpWarriors 100% · 2
Aligned
ctrWarriors 100% · 5
Aligned
Top 1000Warriors 100% · 7
Aligned

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EV Calculator

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

Break-even chance40.7%

38.5¢ 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
+$145.73
Max Loss
-$100.00
Shares
245.7

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
0xe3ae72ec...ee3983
Slug
nba-gsw-hou-2026-11-11
Trade on Polymarket