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Warriors vs. Rockets: O/U 208.5

4 of 10 top Polymarket traders hold Over (40%) · Over at 90¢ · $4K held · ended Nov 12

Over90¢Under10¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

10

Over 40%

1 arb excluded

Total Value

$3.7K

Combined PnL

$350.5

Smart Money Entry

78.9¢ → 89.5¢

+13% since entry · 4 traders

Research grade

AvoidOver at 90%

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 10 top traders (40%)1 arbitrage trader dimmed6 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over90%
Under11%

Smart Money Breakdown by Outcome

Over4 traders
Total Value$2.9K
Total Shares3,265
Combined PnL+$345.82
Under6 traders
Total Value$574.94
Total Shares2,477
Combined PnL+$4.68
Over — 40%Under — 60%

Signal Intelligence

Momentum

Building

-4 pts consensus

Breadth

4 traders

Top 2 hold 91%

Freshness

Fresh

1h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

40% of non-arb traders are on Over. Concentration is driven by the top two positions owning 91% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
sharpOver 100% · 1
Aligned
ctrUnder 67% · 3
Diverging
Hand-pickedUnder 100% · 1
Diverging
Top 1000Under 60% · 10
Diverging

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EV Calculator

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

Break-even chance90.9%

89.5¢ price + 1.0¢ spread + 0.4¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$9.97
Max Loss
-$100.00
Shares
110.0

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
0xa4601a8a...0bbf0b
Slug
nba-gsw-hou-2026-11-11-total-208pt5
Trade on Polymarket