
Pelicans vs. Warriors: O/U 222.5
2 of 7 top Polymarket traders hold Over (29%) · Over at 94¢ · $1K held · ended Nov 10
⚠️
Avoid
Over
7
Over 29%
1 arb excluded
$1.4K
$61.18
63.8¢ → 93.5¢
+47% since entry · 2 traders
Research grade
AvoidOver at 94%
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.
- 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
2 of 7 top traders (29%)1 arbitrage trader dimmed5 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+9 pts consensus
Breadth
3 traders
Top 2 hold 92%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
38% of non-arb traders are on Over. Concentration is driven by the top two positions owning 92% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872ARB<$100 | Overavg 54.2¢ | $353.08 | $473.44 | +$120.35 | 56% 403-323 (726) |
| └ Over leg | Overavg 54.2¢ | $253.08 | $375.94 | +$122.85 | |
| └ Under leg | Underavg 20¢ | $100 | $97.5 | -$2.5 | |
![]() RN1 | Overavg 62¢ | $339.05 | $401.13 | +$62.07 | 58% 3628-2593 (6221) |
0X 0x9b11866433281ade9f2811dbde8acdefc45f5375CTR | Underavg 32¢ | $129.52 | $153.8 | +$24.28 | 54% 179-150 (329) |
MA MadridTimeCTR | Underavg 47¢ | $134.42 | $108.68 | -$25.74 | 23% 176-586 (762) |
VE VenusianCTR<$100 | Underavg 37.9¢ | $99.21 | $99.56 | +$0.35 | 24% 184-596 (780) |
LI LightParadoxCTR<$100 | Underavg 38¢ | $67.21 | $67.21 | +$0 | 23% 176-590 (766) |
FL Flaznorp<$100 | Overavg 74¢ | $66.58 | $66.58 | +$0 | 50% 1275-1295 (2570) |
LI LimousinCTR<$100 | Underavg 34.1¢ | $1.88 | $2.1 | +$0.22 | 23% 174-599 (773) |
Invested
$353.08
Value
$473.44
PnL
+$120.35
Record
56%
403-323 (726)
Both legs:
RN1Invested
$339.05
Value
$401.13
PnL
+$62.07
Record
58%
3628-2593 (6221)
Invested
$129.52
Value
$153.8
PnL
+$24.28
Record
54%
179-150 (329)
Invested
$134.42
Value
$108.68
PnL
-$25.74
Record
23%
176-586 (762)
Invested
$99.21
Value
$99.56
PnL
+$0.35
Record
24%
184-596 (780)
Invested
$67.21
Value
$67.21
PnL
+$0
Record
23%
176-590 (766)
Invested
$66.58
Value
$66.58
PnL
+$0
Record
50%
1275-1295 (2570)
Invested
$1.88
Value
$2.1
PnL
+$0.22
Record
23%
174-599 (773)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
93.5¢ price + 1.0¢ spread + 0.3¢ fee (Sports 5%). Win more often than this and the bet pays.
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
Traders in this Market
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
ARBArbitrage — excluded

RN1
Over — $401.13
0x9b11866433281ade9f2811dbde8acdefc45f5375
CTRUnder — $153.8
MadridTime
CTRUnder — $108.68
Venusian
CTRUnder — $99.56
LightParadox
CTRUnder — $67.21
Flaznorp
Over — $66.58
Limousin
CTRUnder — $2.1