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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (100%). 9 of 15 traders hold an outcome priced under 50%.

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

Heat vs. Jazz: O/U 224.5

9 of 15 top Polymarket traders hold Over (60%) · Over at 0.5¢ · $22K held · ended Nov 11

Over<1¢Under>99¢Ended Wed, Nov 11, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

15

Over 60%

3 arb excluded

Total Value

$21.6K

Combined PnL

$2.4K

Smart Money Entry

47.9¢ → 0.5¢

-99% since entry · 9 traders

Research grade

AvoidOver at 1%

Matches a pattern that lost clearly more than the plain consensus in our tests.

  • Consensus side under 30¢Full year, out of sample: 0.05–0.30 lost −8.1 % a trade (n 11,568), under 0.20 −20.5 % (n 3,615). Oct 22 backtest: −29.5 % (n 1,625). The strongest effect in every test.
  • 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.

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

Over

9 of 15 top traders (60%)Underdog side (market favors Under 100%)3 arbitrage traders dimmed9 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over1%
Under100%

Smart Money Breakdown by Outcome

Under6 traders
Total Value$13.2K
Total Shares16,046
Combined PnL+$5.2K
Over9 traders
Total Value$5.4K
Total Shares17,021
Combined PnL$-2.8K
Under — 40%Over — 60%
MA
marvelousmarvin
Under

Invested

$6,732.78

Value

$12.0K

PnL

+$5.3K

Record

26%

12-35 (47)

KE
keeptheblueflagflyinghighCTR
Over

Invested

$6,477.07

Value

$4.5K

PnL

$-1.9K

Record

54%

1662-1438 (3100)

0X
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872ARB<$100
Under

Invested

$1,506.92

Value

$1.5K

PnL

-$32.31

Record

56%

504-395 (899)

Both legs:

Under$1,013.1454.4¢+$114.61
Over$493.7756.2¢-$146.92
RN1ARB<$100
Under

Invested

$1,284.02

Value

$1.4K

PnL

+$91.87

Record

58%

3830-2807 (6637)

Both legs:

Under$642.846.1¢+$410.68
Over$641.2148.7¢-$318.82
HI
hi774c
Under

Invested

$930.89

Value

$853.3

PnL

-$77.59

Record

8%

37-423 (460)

JU
justaluckydudeCTR
Over

Invested

$290.58

Value

$578.64

PnL

+$288.06

Record

30%

134-317 (451)

0X
0x9b11866433281ade9f2811dbde8acdefc45f5375
Under

Invested

$229.32

Value

$236.64

PnL

+$7.32

Record

54%

217-188 (405)

38
38791873984189ARB<$100
Over

Invested

$304.25

Value

$160.18

PnL

+$8.35

Record

48%

969-1052 (2021)

Both legs:

Over$77.6149¢+$20.65
Under$75.3746.3¢-$12.3
LI
LightParadox
Under

Invested

$66.77

Value

$109.2

PnL

+$42.43

Record

28%

299-766 (1065)

PA
Pan9XCTR
Over

Invested

$164.75

Value

$101.3

PnL

-$15.86

Record

49%

450-474 (924)

65
6512395314597884CTR
Over

Invested

$289.67

Value

$95.21

PnL

-$194.46

Record

51%

3173-3073 (6246)

TA
takeormakeCTR<$100
Over

Invested

$54.54

Value

$53.03

PnL

-$1.51

Record

59%

3119-2207 (5326)

GH
ghorrock<$100
Under

Invested

$36.13

Value

$22.61

PnL

-$2.97

Record

54%

401-336 (737)

FL
FlaznorpCTR
Over

Invested

$964.26

Value

$10.12

PnL

-$954.14

Record

50%

1562-1566 (3128)

SE
sentrioCTR<$100
Over

Invested

$2.85

Value

$2.85

PnL

+$0

Record

35%

266-490 (756)

0X
0x1bc32be106439240f59aa25668e613831a5cdc6eCTR<$100
Over

Invested

$4.4

Value

$2.8

PnL

-$1.6

Record

62%

2365-1458 (3823)

HO
HomeRunHazard<$100
Under

Invested

$1.93

Value

$1.89

PnL

-$0.03

Record

57%

3075-2312 (5387)

CI
cigarettesCTR<$100
Over

Invested

$32

Value

$1

PnL

-$31

Record

53%

5552-4939 (10491)

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EV Calculator

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

Break-even chance1.6%

0.5¢ price + 1.0¢ spread + 0.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$6253.74
Max Loss
-$100.00
Shares
6353.7

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
0x4210e669...00197b
Slug
nba-mia-uta-2026-11-10-total-224pt5
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