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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (52%). 6 of 9 traders hold an outcome priced under 50%.

Lakers vs. Hawks: O/U 236.5

6 of 9 top Polymarket traders hold Over (67%) · Over at 49¢ · $11K held · ends Nov 10

Over49¢Under51¢Ends Tue, Nov 10, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

9

Over 67%

2 arb excluded

Total Value

$11.0K

Combined PnL

$51.02

Smart Money Entry

48.1¢ → 48.5¢

+1% since entry · 6 traders

Research grade

AvoidOver at 49%

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.
  • 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

Over

6 of 9 top traders (67%)Underdog side (market favors Under 52%)2 arbitrage traders dimmed6 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over49%
Under52%

Smart Money Breakdown by Outcome

Over6 traders
Total Value$4.8K
Total Shares9,246
Combined PnL+$39.33
Under3 traders
Total Value$3.4K
Total Shares6,243
Combined PnL+$11.69
Over — 67%Under — 33%

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EV Calculator

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

Break-even chance50.7%

48.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$97.04
Max Loss
-$100.00
Shares
197.0

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
0x74722a35...0fb220
Slug
nba-lal-atl-2026-11-09-total-236pt5
Trade on Polymarket