
Heat vs. Kings: O/U 239.5
5 of 9 top Polymarket traders hold Under (56%) · Under at 55¢ · $3K held · ends Nov 9
⚠️
Avoid
Under
9
Under 56%
1 arb excluded
$2.5K
$140.88
58.9¢ → 54.5¢
-7% since entry · 5 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
5 of 9 top traders (56%)1 arbitrage trader dimmed4 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
4 traders
Top 2 hold 97%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
80% of non-arb traders are on Under. Concentration is driven by the top two positions owning 97% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
SU SunlineTicker | Underavg 57¢ | $1.2K | $1.3K | +$93.75 | 54% 5366-4577 (9943) |
FL Flaznorp | Underavg 64.4¢ | $763.25 | $759.44 | -$3.81 | 52% 47368-44608 (91976) |
SN SnakeBall | Underavg 53¢ | $167.96 | $175.88 | +$7.92 | 50% 48622-48197 (96819) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872CTR | Overavg 30¢ | $141.24 | $167.14 | +$25.89 | 57% 17059-13038 (30097) |
GH ghorrockARB<$100 | Overavg 42.5¢ | $52.6 | $53.1 | +$0.5 | 57% 24691-18283 (42974) |
| └ Over leg | Overavg 42.5¢ | $28.72 | $27.38 | -$1.34 | |
| └ Under leg | Underavg 55.3¢ | $23.89 | $25.72 | +$1.84 | |
TA takeormakeCTR<$100 | Overavg 28¢ | $25.76 | $40.02 | +$14.26 | 52% 5562-5184 (10746) |
0X 0x9b11866433281ade9f2811dbde8acdefc45f5375CTR<$100 | Overavg 41¢ | $31.38 | $34.05 | +$2.68 | 50% 5216-5115 (10331) |
AM ameisgoat11CTR<$100 | Overavg 45.7¢ | $3.05 | $3.03 | -$0.02 | 52% 9525-8636 (18161) |
HI hi774c<$100 | Underavg 53¢ | $2.71 | $2.83 | +$0.13 | 46% 5629-6541 (12170) |
HO HomeRunHazard<$100 | Underavg 54¢ | $2.65 | $2.73 | +$0.08 | 54% 19992-16872 (36864) |
Invested
$1,187.51
Value
$1.3K
PnL
+$93.75
Record
54%
5366-4577 (9943)
Invested
$763.25
Value
$759.44
PnL
-$3.81
Record
52%
47368-44608 (91976)
Invested
$167.96
Value
$175.88
PnL
+$7.92
Record
50%
48622-48197 (96819)
Invested
$141.24
Value
$167.14
PnL
+$25.89
Record
57%
17059-13038 (30097)
Invested
$52.6
Value
$53.1
PnL
+$0.5
Record
57%
24691-18283 (42974)
Both legs:
Invested
$25.76
Value
$40.02
PnL
+$14.26
Record
52%
5562-5184 (10746)
Invested
$31.38
Value
$34.05
PnL
+$2.68
Record
50%
5216-5115 (10331)
Invested
$3.05
Value
$3.03
PnL
-$0.02
Record
52%
9525-8636 (18161)
Invested
$2.71
Value
$2.83
PnL
+$0.13
Record
46%
5629-6541 (12170)
Invested
$2.65
Value
$2.73
PnL
+$0.08
Record
54%
19992-16872 (36864)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
54.5¢ 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
SunlineTicker
Under — $1.3K
Flaznorp
Under — $759.44
SnakeBall
Under — $175.88
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
CTROver — $167.14
ghorrock
ARBArbitrage — excluded
takeormake
CTROver — $40.02
0x9b11866433281ade9f2811dbde8acdefc45f5375
CTROver — $34.05
ameisgoat11
CTROver — $3.03
hi774c
Under — $2.83
HomeRunHazard
Under — $2.73