
Warriors vs. Rockets: O/U 230.5
2 of 7 top Polymarket traders hold Under (29%) · Under at 95¢ · $2K held · ended Nov 12
⚠️
Avoid
Under
7
Under 29%
1 arb excluded
$1.6K
-$52.05
86.6¢ → 95.4¢
+10% since entry · 2 traders
Research grade
AvoidUnder 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.
- Side priced over 95¢Full year, out of sample: 0.90–0.95 −0.2 % a trade (n 12,989, 95 % CI −0.6 to +0.3); above 95¢ little is left to win and the tests stop at 0.95.
- 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.
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
2 of 7 top traders (29%)1 arbitrage trader dimmed5 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
SU suntori | Underavg 92.9¢ | $883.64 | $827.52 | -$56.12 | 47% 1320-1474 (2794) |
![]() RN1 | Underavg 77.2¢ | $496.32 | $610.21 | +$113.88 | 57% 4155-3181 (7336) |
FL FlaznorpCTR | Overavg 23.1¢ | $132.12 | $48.71 | -$83.41 | 51% 2141-2070 (4211) |
38 38791873984189ARB<$100 | Overavg 7.8¢ | $34.23 | $42.18 | +$7.95 | 47% 1681-1866 (3547) |
| └ Over leg | Overavg 7.8¢ | $20.01 | $21.85 | +$1.84 | |
| └ Under leg | Underavg 64¢ | $14.22 | $20.33 | +$6.11 | |
65 6512395314597884CTR<$100 | Overavg 10.5¢ | $53.21 | $25.79 | -$27.42 | 50% 3334-3292 (6626) |
PA Pan9XCTR<$100 | Overavg 12¢ | $67.63 | $21.05 | -$3.72 | 49% 786-829 (1615) |
TO topdogbigboiCTR<$100 | Overavg 9.1¢ | $10.81 | $15.51 | +$4.7 | 36% 410-719 (1129) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872CTR<$100 | Overavg 9¢ | $0.2 | $0.24 | +$0.04 | 55% 843-701 (1544) |
Invested
$883.64
Value
$827.52
PnL
-$56.12
Record
47%
1320-1474 (2794)
RN1Invested
$496.32
Value
$610.21
PnL
+$113.88
Record
57%
4155-3181 (7336)
Invested
$132.12
Value
$48.71
PnL
-$83.41
Record
51%
2141-2070 (4211)
Invested
$34.23
Value
$42.18
PnL
+$7.95
Record
47%
1681-1866 (3547)
Both legs:
Invested
$53.21
Value
$25.79
PnL
-$27.42
Record
50%
3334-3292 (6626)
Invested
$67.63
Value
$21.05
PnL
-$3.72
Record
49%
786-829 (1615)
Invested
$10.81
Value
$15.51
PnL
+$4.7
Record
36%
410-719 (1129)
Invested
$0.2
Value
$0.24
PnL
+$0.04
Record
55%
843-701 (1544)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
95.4¢ 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
suntori
Under — $827.52

RN1
Under — $610.21
Flaznorp
CTROver — $48.71
38791873984189
ARBArbitrage — excluded
6512395314597884
CTROver — $25.79
Pan9X
CTROver — $21.05
topdogbigboi
CTROver — $15.51
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
CTROver — $0.24