
Lakers vs. Bucks: O/U 218.5
3 of 10 top Polymarket traders hold Over (30%) · Over at 64¢ · $2K held · ended Nov 12
⚠️
Avoid
Over
10
Over 30%
1 arb excluded
$1.5K
-$143.31
72.8¢ → 63.5¢
-13% since entry · 3 traders
Research grade
AvoidOver at 64%
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.
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
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
3 of 10 top traders (30%)1 arbitrage trader dimmed7 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
1 traders
Top 2 hold 100%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
20% of non-arb traders are on Over. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL Flaznorp | Overavg 74.2¢ | $806.35 | $689.91 | -$116.44 | 51% 1925-1866 (3791) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872ARB<$100 | Overavg 60¢ | $383.65 | $454.34 | +$70.7 | 55% 719-584 (1303) |
| └ Over leg | Overavg 60¢ | $249.57 | $255.81 | +$6.24 | |
| └ Under leg | Underavg 26¢ | $134.08 | $198.54 | +$64.46 | |
74 0x7462...3ac3CTR | Underavg 40¢ | $100 | $91.25 | -$8.75 | — |
MA MadridTimeCTR<$100 | Underavg 40¢ | $66.38 | $60.57 | -$5.81 | 31% 412-897 (1309) |
AN Anon455CTR<$100 | Underavg 26¢ | $62.79 | $58.29 | -$4.49 | 45% 185-223 (408) |
E5 0xe550...be3f<$100 | Overavg 74¢ | $53.28 | $45.72 | -$7.56 | — |
65 6512395314597884<$100 | Overavg 52.9¢ | $44.49 | $44.55 | +$0.05 | 50% 3301-3258 (6559) |
![]() RN1CTR<$100 | Underavg 24.1¢ | $33.07 | $43.16 | +$10.09 | 57% 4059-3079 (7138) |
LI LimousinCTR<$100 | Underavg 48¢ | $38.36 | $29.17 | -$9.19 | 30% 402-921 (1323) |
PA Pan9XCTR<$100 | Underavg 26¢ | $10.83 | $10.05 | -$0.78 | 49% 693-734 (1427) |
GH ghorrockCTR<$100 | Underavg 26¢ | $6 | $5.57 | -$0.43 | 55% 683-554 (1237) |
Invested
$806.35
Value
$689.91
PnL
-$116.44
Record
51%
1925-1866 (3791)
Invested
$383.65
Value
$454.34
PnL
+$70.7
Record
55%
719-584 (1303)
Both legs:
Invested
$100
Value
$91.25
PnL
-$8.75
Record
—
Invested
$66.38
Value
$60.57
PnL
-$5.81
Record
31%
412-897 (1309)
Invested
$62.79
Value
$58.29
PnL
-$4.49
Record
45%
185-223 (408)
Invested
$53.28
Value
$45.72
PnL
-$7.56
Record
—
Invested
$44.49
Value
$44.55
PnL
+$0.05
Record
50%
3301-3258 (6559)
RN1CTR<$100Invested
$33.07
Value
$43.16
PnL
+$10.09
Record
57%
4059-3079 (7138)
Invested
$38.36
Value
$29.17
PnL
-$9.19
Record
30%
402-921 (1323)
Invested
$10.83
Value
$10.05
PnL
-$0.78
Record
49%
693-734 (1427)
Invested
$6
Value
$5.57
PnL
-$0.43
Record
55%
683-554 (1237)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
63.5¢ price + 1.0¢ spread + 1.1¢ 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
Flaznorp
Over — $689.91
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
ARBArbitrage — excluded
0x7462...3ac3
CTRUnder — $91.25
MadridTime
CTRUnder — $60.57
Anon455
CTRUnder — $58.29
0xe550...be3f
Over — $45.72
6512395314597884
Over — $44.55

RN1
CTRUnder — $43.16
Limousin
CTRUnder — $29.17
Pan9X
CTRUnder — $10.05