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Pelicans vs. Warriors

3 of 9 top Polymarket traders hold Warriors (33%) · Warriors at 80¢ · $8K held · ends Nov 10

Pelicans21¢Warriors79¢Ends Tue, Nov 10, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Warriors

Consensus Traders

9

Warriors 33%

Total Value

$8.3K

Combined PnL

$2.03

Smart Money Entry

79.4¢ → 79.5¢

+0% since entry · 3 traders

Research grade

AvoidWarriors 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

Warriors

3 of 9 top traders (33%)6 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Pelicans21%
Warriors80%

Smart Money Breakdown by Outcome

Warriors3 traders
Total Value$7.1K
Total Shares8,891
Combined PnL+$11.42
Pelicans6 traders
Total Value$1.2K
Total Shares5,840
Combined PnL-$9.39
Warriors — 33%Pelicans — 67%

Signal Intelligence

Momentum

Cooling

-12 pts consensus

Breadth

3 traders

Top 2 hold 100%

Freshness

Fresh

2h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

38% of non-arb traders are on Warriors. Concentration is driven by the top two positions owning 100% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
sniperWarriors 100% · 1
Aligned
ctrPelicans 67% · 6
Diverging
Top 1000Pelicans 63% · 8
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
0xeb5633bf...492819
Slug
nba-nop-gsw-2026-11-09
Trade on Polymarket