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Warriors vs. Rockets: O/U 206.5

4 of 11 top Polymarket traders hold Over (36%) · Over at 93¢ · $3K held · ended Nov 12

Over93¢Under7¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

11

Over 36%

Total Value

$3.1K

Combined PnL

-$212.47

Smart Money Entry

83.6¢ → 92.5¢

+11% since entry · 4 traders

Research grade

AvoidOver at 93%

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 11 top traders (36%)7 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over93%
Under8%

Smart Money Breakdown by Outcome

Over4 traders
Total Value$2.3K
Total Shares2,374
Combined PnL+$118.09
Under7 traders
Total Value$815.06
Total Shares6,134
Combined PnL-$330.56
Over — 36%Under — 64%

Signal Intelligence

Momentum

Fading

-41 pts consensus

Breadth

3 traders

Top 2 hold 99%

Freshness

Fresh

1h old

Flip Quality

Watch

1 consensus flip

Breadth vs concentrationCrowded

30% 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
The hand-picked list (1 on Over) and the top 1000 (10 on Under) disagree here.
ctrUnder 100% · 3
Diverging
Hand-pickedOver 100% · 1
Aligned
Top 1000Under 70% · 10
Diverging

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EV Calculator

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

Break-even chance93.8%

92.5¢ price + 1.0¢ spread + 0.3¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$6.61
Max Loss
-$100.00
Shares
106.6

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
0x9d92732a...62e3c7
Slug
nba-gsw-hou-2026-11-11-total-206pt5
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