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Spread: Rockets (-15.5)

4 of 11 top Polymarket traders hold Warriors (36%) · Warriors at 83¢ · $12K held · ended Nov 12

Rockets17¢Warriors83¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Warriors

Consensus Traders

11

Warriors 36%

2 arb excluded

Total Value

$11.5K

Combined PnL

$2.49

Smart Money Entry

56¢ → 83¢

+48% since entry · 4 traders

Research grade

AvoidWarriors at 83%

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

Warriors

4 of 11 top traders (36%)2 arbitrage traders dimmed7 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Rockets17%
Warriors83%

Smart Money Breakdown by Outcome

Warriors4 traders
Total Value$7.5K
Total Shares10,978
Combined PnL+$1.3K
Rockets7 traders
Total Value$3.5K
Total Shares10,620
Combined PnL$-1.3K
Warriors — 36%Rockets — 64%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

3 traders

Top 2 hold 100%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

43% of non-arb traders are on Warriors. Concentration is driven by the top two positions owning 100% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrRockets 75% · 4
Diverging
Top 1000Rockets 57% · 7
Diverging

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EV Calculator

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

Break-even chance84.7%

83.0¢ price + 1.0¢ spread + 0.7¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$18.10
Max Loss
-$100.00
Shares
118.1

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
0x65dd6f67...a7384d
Slug
nba-gsw-hou-2026-11-11-spread-home-15pt5
Trade on Polymarket