
Heat vs. Kings: O/U 237.5
4 of 9 top Polymarket traders hold Under (44%) · Under at 55¢ · $6K held · ended Nov 9
⚠️
Avoid
Under
9
Under 44%
4 arb excluded
$6.3K
$203.13
50.5¢ → 55¢
+9% since entry · 4 traders
Research grade
AvoidUnder at 55%
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.
- 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
4 of 9 top traders (44%)4 arbitrage traders dimmed5 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+13 pts consensus
Breadth
5 traders
Top 2 hold 75%
Freshness
Fresh
6h old
Flip Quality
Clean
0 consensus flips
63% of non-arb traders are on Under. Concentration is driven by the top two positions owning 75% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HO HomeRunHazard | Underavg 50.9¢ | $2.8K | $3.0K | +$198.17 | 54% 19992-16872 (36864) |
FL FlaznorpARB<$100 | Underavg 62.5¢ | $1.1K | $1.1K | -$19.19 | 52% 47368-44608 (91976) |
| └ Under leg | Underavg 62.5¢ | $848.73 | $747.45 | -$101.28 | |
| └ Over leg | Overavg 35¢ | $287.31 | $369.4 | +$82.09 | |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872ARB<$100 | Underavg 65¢ | $882.91 | $942.68 | +$59.77 | 57% 17059-13038 (30097) |
| └ Over leg | Overavg 32¢ | $349.34 | $491.19 | +$141.85 | |
| └ Under leg | Underavg 65¢ | $533.58 | $451.49 | -$82.09 | |
GC GC-PARB<$100 | Overavg 46¢ | $407.84 | $413.17 | +$5.33 | 57% 22246-16603 (38849) |
| └ Over leg | Overavg 46¢ | $230 | $227.5 | -$2.5 | |
| └ Under leg | Underavg 52.2¢ | $177.84 | $185.67 | +$7.83 | |
![]() nigiri99CTR | Overavg 52¢ | $275.6 | $262.35 | -$13.25 | 45% 14434-17741 (32175) |
SN SnakeBall | Underavg 47¢ | $202.84 | $217.95 | +$15.11 | 50% 48622-48197 (96819) |
NM NM-PARB<$100 | Overavg 46¢ | $215.9 | $216.81 | +$0.91 | 58% 22573-16672 (39245) |
| └ Over leg | Overavg 46¢ | $115.98 | $113.46 | -$2.52 | |
| └ Under leg | Underavg 53.2¢ | $99.92 | $103.35 | +$3.43 | |
BO BoomLaLaCTR<$100 | Overavg 45¢ | $45 | $45.5 | +$0.5 | 53% 14337-12646 (26983) |
GH ghorrockCTR<$100 | Overavg 47.9¢ | $47.36 | $36.58 | +$0.38 | 57% 24691-18283 (42974) |
OM omnibus-076daa<$100 | Underavg 51¢ | $25.5 | $26.75 | +$1.25 | 50% 23496-23498 (46994) |
SE sentrio<$100 | Underavg 47.2¢ | $24.12 | $25.27 | +$1.15 | 50% 27970-27422 (55392) |
![]() VeryLucky888CTR<$100 | Overavg 49¢ | $25.42 | $12.58 | +$0.13 | 59% 52427-37141 (89568) |
AM ameisgoat11CTR<$100 | Overavg 48.5¢ | $4.85 | $4.55 | -$0.3 | 52% 9525-8636 (18161) |
Invested
$2,753.64
Value
$3.0K
PnL
+$198.17
Record
54%
19992-16872 (36864)
Invested
$1,136.04
Value
$1.1K
PnL
-$19.19
Record
52%
47368-44608 (91976)
Both legs:
Invested
$882.91
Value
$942.68
PnL
+$59.77
Record
57%
17059-13038 (30097)
Both legs:
Invested
$407.84
Value
$413.17
PnL
+$5.33
Record
57%
22246-16603 (38849)
Both legs:
nigiri99CTRInvested
$275.6
Value
$262.35
PnL
-$13.25
Record
45%
14434-17741 (32175)
Invested
$202.84
Value
$217.95
PnL
+$15.11
Record
50%
48622-48197 (96819)
Invested
$215.9
Value
$216.81
PnL
+$0.91
Record
58%
22573-16672 (39245)
Both legs:
Invested
$45
Value
$45.5
PnL
+$0.5
Record
53%
14337-12646 (26983)
Invested
$47.36
Value
$36.58
PnL
+$0.38
Record
57%
24691-18283 (42974)
Invested
$25.5
Value
$26.75
PnL
+$1.25
Record
50%
23496-23498 (46994)
Invested
$24.12
Value
$25.27
PnL
+$1.15
Record
50%
27970-27422 (55392)
VeryLucky888CTR<$100Invested
$25.42
Value
$12.58
PnL
+$0.13
Record
59%
52427-37141 (89568)
Invested
$4.85
Value
$4.55
PnL
-$0.3
Record
52%
9525-8636 (18161)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
55.0¢ 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.
Market Info
Traders in this Market
HomeRunHazard
Under — $3.0K
Flaznorp
ARBArbitrage — excluded
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
ARBArbitrage — excluded
GC-P
ARBArbitrage — excluded

nigiri99
CTROver — $262.35
SnakeBall
Under — $217.95
NM-P
ARBArbitrage — excluded
BoomLaLa
CTROver — $45.5
ghorrock
CTROver — $36.58
omnibus-076daa
Under — $26.75