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Smart money holds the underdog side

Most tracked traders hold Warriors, while the market favors Pelicans (52%). 7 of 11 traders hold an outcome priced under 50%.

Spread: Warriors (-9.5)

7 of 11 top Polymarket traders hold Warriors (64%) · Warriors at 49¢ · $3K held · ends Nov 10

Warriors49¢Pelicans51¢Ends Tue, Nov 10, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Warriors

Consensus Traders

11

Warriors 64%

Total Value

$2.8K

Combined PnL

$16.59

Smart Money Entry

49.2¢ → 48.5¢

-1% since entry · 7 traders

Research grade

AvoidWarriors at 49%

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

Warriors

7 of 11 top traders (64%)Underdog side (market favors Pelicans 52%)7 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Warriors49%
Pelicans52%

Smart Money Breakdown by Outcome

Warriors7 traders
Total Value$1.7K
Total Shares3,520
Combined PnL+$9.54
Pelicans4 traders
Total Value$1.1K
Total Shares2,157
Combined PnL+$7.06
Warriors — 64%Pelicans — 36%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

6 traders

Top 2 hold 81%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

86% of non-arb traders are on Warriors. Concentration is driven by the top two positions owning 81% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleWarriors 67% · 3
Aligned
ctrWarriors 80% · 5
Aligned
Top 1000Warriors 86% · 7
Aligned

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EV Calculator

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

Break-even chance50.7%

48.5¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$97.04
Max Loss
-$100.00
Shares
197.0

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
0xa64e3e3e...5a0cef
Slug
nba-nop-gsw-2026-11-09-spread-home-9pt5
Trade on Polymarket