
Warriors vs. Rockets: O/U 208.5
4 of 10 top Polymarket traders hold Over (40%) · Over at 90¢ · $4K held · ended Nov 12
⚠️
Avoid
Over
10
Over 40%
1 arb excluded
$3.7K
$350.5
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
4 of 10 top traders (40%)1 arbitrage trader dimmed6 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Building
-4 pts consensus
Breadth
4 traders
Top 2 hold 91%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
40% of non-arb traders are on Over. Concentration is driven by the top two positions owning 91% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL Flaznorp | Overavg 76.2¢ | $1.6K | $1.8K | +$271.77 | 51% 2141-2070 (4211) |
![]() fxwd12345 | Overavg 86.3¢ | $800 | $830.01 | +$30.01 | 78% 18-5 (23) |
65 6512395314597884CTR | Underavg 24.1¢ | $394.47 | $370.07 | -$24.4 | 50% 3334-3292 (6626) |
![]() RN1ARB<$100 | Overavg 87.6¢ | $287.33 | $242.3 | -$45.03 | 57% 4155-3181 (7336) |
| └ Over leg | Overavg 87.6¢ | $165.57 | $164.43 | -$1.14 | |
| └ Under leg | Underavg 20.3¢ | $121.76 | $77.87 | -$43.89 | |
![]() nigiri99 | Overavg 74¢ | $159.84 | $193.32 | +$33.48 | 52% 235-217 (452) |
38 38791873984189CTR | Underavg 19.8¢ | $191.55 | $100.51 | +$12.96 | 47% 1681-1866 (3547) |
FE ferdinand2<$100 | Overavg 75.4¢ | $56.61 | $67.16 | +$10.55 | 49% 973-998 (1971) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872CTR<$100 | Underavg 15¢ | $26.1 | $39.15 | +$13.05 | 55% 843-701 (1544) |
AN Anon455CTR<$100 | Underavg 23¢ | $27.34 | $26.75 | -$0.59 | 46% 200-233 (433) |
PA Pan9XCTR<$100 | Underavg 18.2¢ | $26.37 | $23.86 | -$2.5 | 49% 786-829 (1615) |
TO topdogbigboiCTR<$100 | Underavg 13¢ | $8.44 | $14.6 | +$6.17 | 36% 410-719 (1129) |
Invested
$1,559.65
Value
$1.8K
PnL
+$271.77
Record
51%
2141-2070 (4211)
fxwd12345Invested
$800
Value
$830.01
PnL
+$30.01
Record
78%
18-5 (23)
Invested
$394.47
Value
$370.07
PnL
-$24.4
Record
50%
3334-3292 (6626)
RN1ARB<$100Invested
$287.33
Value
$242.3
PnL
-$45.03
Record
57%
4155-3181 (7336)
Both legs:
nigiri99Invested
$159.84
Value
$193.32
PnL
+$33.48
Record
52%
235-217 (452)
Invested
$191.55
Value
$100.51
PnL
+$12.96
Record
47%
1681-1866 (3547)
Invested
$56.61
Value
$67.16
PnL
+$10.55
Record
49%
973-998 (1971)
Invested
$26.1
Value
$39.15
PnL
+$13.05
Record
55%
843-701 (1544)
Invested
$27.34
Value
$26.75
PnL
-$0.59
Record
46%
200-233 (433)
Invested
$26.37
Value
$23.86
PnL
-$2.5
Record
49%
786-829 (1615)
Invested
$8.44
Value
$14.6
PnL
+$6.17
Record
36%
410-719 (1129)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
89.5¢ price + 1.0¢ spread + 0.4¢ 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 — $1.8K

fxwd12345
Over — $830.01
6512395314597884
CTRUnder — $370.07

RN1
ARBArbitrage — excluded

nigiri99
Over — $193.32
38791873984189
CTRUnder — $100.51
ferdinand2
Over — $67.16
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
CTRUnder — $39.15
Anon455
CTRUnder — $26.75
Pan9X
CTRUnder — $23.86