
Lakers vs. Warriors: O/U 239.5
2 of 4 top Polymarket traders hold Under (50%) · Under at 56¢ · $437 held · ended Oct 31
⚠️
Avoid
Under
4
Under 50%
$436.58
$16.85
59.8¢ → 56¢
-6% since entry · 2 traders
Research grade
AvoidUnder at 56%
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.
- Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer nothing was measured.
- Side priced 50–60¢Full year, out of sample: 0.50–0.70 lost −2.9 % a trade (n 23,546, 95 % CI −3.9 to −1.9).
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 4 top traders (50%)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 |
|---|---|---|---|---|---|
SU SunlineTicker | Underavg 60¢ | $252.49 | $304.08 | +$51.59 | 62% 4127-2523 (6650) |
FO Forecastication2CTR<$100 | Overavg 40¢ | $61.2 | $67.32 | +$5.36 | 50% 6989-6984 (13973) |
KE keeptheblueflagflyinghighCTR<$100 | Overavg 51¢ | $63.23 | $54.56 | -$40.3 | 48% 805-879 (1684) |
![]() HRTrading<$100 | Underavg 54.9¢ | $10.42 | $10.63 | +$0.21 | 52% 4302-3911 (8213) |
Invested
$252.49
Value
$304.08
PnL
+$51.59
Record
62%
4127-2523 (6650)
Invested
$61.2
Value
$67.32
PnL
+$5.36
Record
50%
6989-6984 (13973)
Invested
$63.23
Value
$54.56
PnL
-$40.3
Record
48%
805-879 (1684)
HRTrading<$100Invested
$10.42
Value
$10.63
PnL
+$0.21
Record
52%
4302-3911 (8213)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
56.0¢ 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.