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Smart money holds the underdog side

Most tracked traders hold Bucks, while the market favors Knicks (67%). 5 of 6 traders hold an outcome priced under 50%.

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

Spread: Knicks (-10.5)

5 of 6 top Polymarket traders hold Bucks (83%) · Bucks at 33¢ · $50 held · ends Nov 11

Knicks67¢Bucks33¢Ends Wed, Nov 11, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Bucks

Consensus Traders

6

Bucks 83%

Total Value

$49.74

Combined PnL

$0.87

Research grade

AvoidBucks at 33%

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.
  • Side priced 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.

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

Bucks

5 of 6 top traders (83%)Underdog side (market favors Knicks 67%)5 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Knicks67%
Bucks33%

Smart Money Breakdown by Outcome

Knicks1 trader
Total Value$21.44
Total Shares32
Combined PnL+$0.32
Bucks5 traders
Total Value$28.3
Total Shares86
Combined PnL+$0.55
Knicks — 17%Bucks — 83%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

5 traders

Top 2 hold 57%

Freshness

Fresh

1h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBalanced

100% of non-arb traders are on Bucks. Concentration is driven by the top two positions owning 57% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrBucks 100% · 3
Aligned
Top 1000Bucks 100% · 5
Aligned

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EV Calculator

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

Break-even chance35.1%

33.0¢ price + 1.0¢ spread + 1.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$184.72
Max Loss
-$100.00
Shares
284.7

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
0xdedd57d8...7a306b
Slug
nba-mil-nyk-2026-11-10-spread-home-10pt5
Trade on Polymarket