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Warriors vs. Rockets: O/U 204.5

4 of 8 top Polymarket traders hold Over (50%) · Over at 95¢ · $1K held · ended Nov 12

Over95¢Under5¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

8

Over 50%

1 arb excluded

Total Value

$1.1K

Combined PnL

$70.9

Smart Money Entry

84.5¢ → 94.5¢

+12% since entry · 4 traders

Research grade

AvoidOver at 95%

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

Over

4 of 8 top traders (50%)1 arbitrage trader dimmed4 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over95%
Under6%

Smart Money Breakdown by Outcome

Over4 traders
Total Value$798.14
Total Shares841
Combined PnL+$68.2
Under4 traders
Total Value$40.99
Total Shares345
Combined PnL+$2.7
Over — 50%Under — 50%

Signal Intelligence

Momentum

Surging

+3 pts consensus

Breadth

3 traders

Top 2 hold 99%

Freshness

Fresh

1h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

43% of non-arb traders are on Over. Concentration is driven by the top two positions owning 99% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
Top 1000Under 57% · 7
Diverging

Chat

EV Calculator

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

Break-even chance95.7%

94.5¢ price + 1.0¢ spread + 0.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$4.48
Max Loss
-$100.00
Shares
104.5

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
0x90b59f99...3a6fe4
Slug
nba-gsw-hou-2026-11-11-total-204pt5
Trade on Polymarket