
Warriors vs. Rockets: O/U 204.5
4 of 8 top Polymarket traders hold Over (50%) · Over at 95¢ · $1K held · ended Nov 12
⚠️
Avoid
Over
8
Over 50%
1 arb excluded
$1.1K
$70.9
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
4 of 8 top traders (50%)1 arbitrage trader dimmed4 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+3 pts consensus
Breadth
3 traders
Top 2 hold 99%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
43% of non-arb traders are on Over. Concentration is driven by the top two positions owning 99% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL Flaznorp | Overavg 84.5¢ | $584.05 | $653.04 | +$68.99 | 51% 2141-2070 (4211) |
65 6512395314597884ARB<$100 | Overavg 88¢ | $273.95 | $243.46 | -$30.49 | 50% 3334-3292 (6626) |
| └ Over leg | Overavg 88¢ | $176 | $173 | -$3 | |
| └ Under leg | Underavg 18.8¢ | $97.95 | $70.46 | -$27.49 | |
DA darkumbreon88<$100 | Overavg 82¢ | $75.44 | $81.88 | +$6.44 | 61% 935-598 (1533) |
![]() RN1<$100 | Overavg 89¢ | $65.83 | $52.83 | -$7.83 | 57% 4155-3181 (7336) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872CTR<$100 | Underavg 11¢ | $25.96 | $31.87 | +$5.9 | 55% 843-701 (1544) |
FE ferdinand2<$100 | Overavg 89¢ | $9.79 | $10.4 | +$0.61 | 49% 973-998 (1971) |
PA Pan9XCTR<$100 | Underavg 10.5¢ | $9.97 | $7.6 | -$2.37 | 49% 786-829 (1615) |
GH ghorrockCTR<$100 | Underavg 17¢ | $1.34 | $0.87 | -$0.47 | 55% 729-596 (1325) |
38 38791873984189CTR<$100 | Underavg 17¢ | $1 | $0.65 | -$0.35 | 47% 1681-1866 (3547) |
Invested
$584.05
Value
$653.04
PnL
+$68.99
Record
51%
2141-2070 (4211)
Invested
$273.95
Value
$243.46
PnL
-$30.49
Record
50%
3334-3292 (6626)
Both legs:
Invested
$75.44
Value
$81.88
PnL
+$6.44
Record
61%
935-598 (1533)
RN1<$100Invested
$65.83
Value
$52.83
PnL
-$7.83
Record
57%
4155-3181 (7336)
Invested
$25.96
Value
$31.87
PnL
+$5.9
Record
55%
843-701 (1544)
Invested
$9.79
Value
$10.4
PnL
+$0.61
Record
49%
973-998 (1971)
Invested
$9.97
Value
$7.6
PnL
-$2.37
Record
49%
786-829 (1615)
Invested
$1.34
Value
$0.87
PnL
-$0.47
Record
55%
729-596 (1325)
Invested
$1
Value
$0.65
PnL
-$0.35
Record
47%
1681-1866 (3547)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
94.5¢ price + 1.0¢ spread + 0.2¢ 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
Flaznorp
Over — $653.04
6512395314597884
ARBArbitrage — excluded
darkumbreon88
Over — $81.88

RN1
Over — $52.83
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
CTRUnder — $31.87
ferdinand2
Over — $10.4
Pan9X
CTRUnder — $7.6
ghorrock
CTRUnder — $0.87
38791873984189
CTRUnder — $0.65