
Warriors vs. Spurs: O/U 204.5
7 of 14 top Polymarket traders hold Over (50%) · Over at 100¢ · $4K held · ended Nov 14
⚠️
Avoid
Over
14
Over 50%
$3.9K
$357.72
62.2¢ → 99.5¢
+60% since entry · 7 traders
Research grade
AvoidOver at 100%
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
7 of 14 top traders (50%)7 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
6 traders
Top 2 hold 81%
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 81% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872 | Overavg 63.5¢ | $1.6K | $2.1K | +$644.18 | 55% 1390-1158 (2548) |
0X 0x9b11866433281ade9f2811dbde8acdefc45f5375 | Overavg 55¢ | $307.58 | $495.98 | +$188.4 | 51% 487-460 (947) |
0X 0xdbdd45150249e229eB4cA8aa48A30Dca21Faa5de-1757094771846 | Overavg 60¢ | $248.62 | $372.15 | +$123.53 | 38% 507-837 (1344) |
![]() RN1 | Overavg 62.9¢ | $158.28 | $268.26 | +$109.98 | 56% 5116-4067 (9183) |
FL FlaznorpCTR | Underavg 38.1¢ | $331.29 | $264.49 | -$66.8 | 49% 3587-3673 (7260) |
JU justaluckydudeCTR | Underavg 33.1¢ | $415.83 | $125.6 | -$290.23 | 45% 430-535 (965) |
![]() CUTJALENHURTSCTR | Underavg 39¢ | $391.9 | $100.5 | -$291.4 | 52% 2625-2462 (5087) |
TO topdogbigboi<$100 | Overavg 79¢ | $72.46 | $87.59 | +$15.13 | 37% 872-1456 (2328) |
MI micky456CTR<$100 | Underavg 30¢ | $69.6 | $23.2 | -$46.4 | 48% 505-558 (1063) |
AN anothercoin<$100 | Overavg 69¢ | $8.83 | $11.52 | +$2.69 | 37% 1516-2567 (4083) |
![]() balthazar<$100 | Overavg 90¢ | $7.03 | $7.03 | +$0 | 44% 5041-6482 (11523) |
FE ferdinand2CTR<$100 | Underavg 46.9¢ | $7.54 | $1.61 | -$5.93 | 49% 1915-2022 (3937) |
LI LightParadoxCTR<$100 | Underavg 20¢ | $24.82 | $1.24 | -$23.58 | 36% 925-1612 (2537) |
SE sentrioCTR<$100 | Underavg 19.5¢ | $1.95 | $0.1 | -$1.85 | 43% 933-1261 (2194) |
Invested
$1,604.28
Value
$2.1K
PnL
+$644.18
Record
55%
1390-1158 (2548)
Invested
$307.58
Value
$495.98
PnL
+$188.4
Record
51%
487-460 (947)
Invested
$248.62
Value
$372.15
PnL
+$123.53
Record
38%
507-837 (1344)
RN1Invested
$158.28
Value
$268.26
PnL
+$109.98
Record
56%
5116-4067 (9183)
Invested
$331.29
Value
$264.49
PnL
-$66.8
Record
49%
3587-3673 (7260)
Invested
$415.83
Value
$125.6
PnL
-$290.23
Record
45%
430-535 (965)
CUTJALENHURTSCTRInvested
$391.9
Value
$100.5
PnL
-$291.4
Record
52%
2625-2462 (5087)
Invested
$72.46
Value
$87.59
PnL
+$15.13
Record
37%
872-1456 (2328)
Invested
$69.6
Value
$23.2
PnL
-$46.4
Record
48%
505-558 (1063)
Invested
$8.83
Value
$11.52
PnL
+$2.69
Record
37%
1516-2567 (4083)
balthazar<$100Invested
$7.03
Value
$7.03
PnL
+$0
Record
44%
5041-6482 (11523)
Invested
$7.54
Value
$1.61
PnL
-$5.93
Record
49%
1915-2022 (3937)
Invested
$24.82
Value
$1.24
PnL
-$23.58
Record
36%
925-1612 (2537)
Invested
$1.95
Value
$0.1
PnL
-$1.85
Record
43%
933-1261 (2194)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
99.5¢ price + 1.0¢ spread + 0.0¢ 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
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
Over — $2.1K
0x9b11866433281ade9f2811dbde8acdefc45f5375
Over — $495.98
0xdbdd45150249e229eB4cA8aa48A30Dca21Faa5de-1757094771846
Over — $372.15

RN1
Over — $268.26
Flaznorp
CTRUnder — $264.49
justaluckydude
CTRUnder — $125.6

CUTJALENHURTS
CTRUnder — $100.5
topdogbigboi
Over — $87.59
micky456
CTRUnder — $23.2
anothercoin
Over — $11.52