PolyConsensus
Back to Markets

Smart money holds the underdog side

Most tracked traders hold Grizzlies, while the market favors Kings (64%). 3 of 8 traders hold an outcome priced under 50%.

Historically, consensus on sides priced under 40¢ lost money after costs.

Spread: Grizzlies (-9.5)

3 of 8 top Polymarket traders hold Grizzlies (38%) · Grizzlies at 36¢ · $6K held · ended Oct 26

Grizzlies36¢Kings64¢Ended Mon, Oct 26, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Grizzlies

Consensus Traders

8

Grizzlies 38%

1 arb excluded

Total Value

$6.0K

Combined PnL

-$52.59

Smart Money Entry

48.1¢ → 36¢

-25% since entry · 3 traders

Research grade

AvoidGrizzlies at 36%

Matches a pattern that lost clearly more than the trading costs in the backtests.

  • BasketballBasketball lost in both windows: −12.0 % a trade in spring (95 % CI −22 to −2), −9.2 % in October.
  • Spread or totalSpreads 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.
  • Side priced 30–50¢0.30–0.50 lost −6.5 % a trade pooled (n 2,793), a little worse than the plain consensus.

Backtest of Oct 22 2026: one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees. The grade never goes above “Research candidate”: no rule passed the multiple-testing check. It is not a forecast and not advice.

Smart Money Signal

Grizzlies

3 of 8 top traders (38%)Underdog side (market favors Kings 64%)1 arbitrage trader dimmed3 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Grizzlies36%
Kings64%

Smart Money Breakdown by Outcome

Grizzlies3 traders
Total Value$1.8K
Total Shares3,417
Combined PnL-$116.5
Kings5 traders
Total Value$961.37
Total Shares1,479
Combined PnL+$63.91
Grizzlies — 38%Kings — 62%

Chat

Sign in with your wallet to post.

EV Calculator

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

Break-even chance38.2%

36.0¢ 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
+$162.02
Max Loss
-$100.00
Shares
262.0

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
0x0cd607e7...3aaef1
Slug
nba-mem-sac-2026-10-25-spread-away-9pt5
Trade on Polymarket