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Heat vs. Jazz

5 of 11 top Polymarket traders hold Heat (45%) · Heat at 80¢ · $2K held · ends Nov 11

Heat80¢Jazz20¢Ends Wed, Nov 11, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Heat

Consensus Traders

11

Heat 45%

Total Value

$1.6K

Combined PnL

-$25.96

Smart Money Entry

78¢ → 79.5¢

+2% since entry · 5 traders

Research grade

AvoidHeat at 80%

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.
  • 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

Heat

5 of 11 top traders (45%)6 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Heat80%
Jazz21%

Smart Money Breakdown by Outcome

Heat5 traders
Total Value$1.3K
Total Shares1,615
Combined PnL+$21.55
Jazz6 traders
Total Value$333.59
Total Shares1,555
Combined PnL-$47.51
Heat — 45%Jazz — 55%

Signal Intelligence

Momentum

Surging

-31 pts consensus

Breadth

4 traders

Top 2 hold 86%

Freshness

Fresh

1h old

Flip Quality

Watch

1 consensus flip

Breadth vs concentrationCrowded

40% of non-arb traders are on Heat. Concentration is driven by the top two positions owning 86% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrJazz 60% · 5
Diverging
Top 1000Jazz 60% · 10
Diverging

Chat

EV Calculator

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

Break-even chance81.3%

79.5¢ price + 1.0¢ spread + 0.8¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$23.02
Max Loss
-$100.00
Shares
123.0

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
0xec8bca23...0433c3
Slug
nba-mia-uta-2026-11-10
Trade on Polymarket