Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (52%). 2 of 3 traders hold an outcome priced under 50%.
Clippers vs. Warriors: O/U 219.5
2 of 3 top Polymarket traders hold Over (67%) · Over at 48¢ · $157 held · ends Nov 2
⚠️
Avoid
Over
3
Over 67%
$157.15
$4.74
Research grade
AvoidOver at 48%
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.
- Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer nothing was measured.
- Side priced 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.
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 3 top traders (67%)Underdog side (market favors Under 52%)2 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
 poshposhCTR<$100 | Overavg 46¢ | $80.99 | $84.51 | +$3.52 | 58% 10631-7605 (18236) |
HE Herdonia<$100 | Underavg 51¢ | $56.8 | $56.8 | +$0.56 | 54% 3403-2950 (6353) |
LE LeLynxMalynxCTR<$100 | Overavg 46¢ | $15.18 | $15.84 | +$0.66 | 57% 29212-21600 (50812) |
Chat
Sign in with your wallet to post.
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
48.0¢ price + 1.0¢ spread + 1.2¢ 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.