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Spread: Grizzlies (-5.5)

4 of 11 top Polymarket traders hold Pelicans (36%) · Pelicans at 53¢ · $13K held · ends Nov 3

Grizzlies48¢Pelicans52¢Ends Tue, Nov 3, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Pelicans

Consensus Traders

11

Pelicans 36%

1 arb excluded

Total Value

$13.3K

Combined PnL

$71.82

Smart Money Entry

51.9¢ → 52.5¢

+1% since entry · 4 traders

Research grade

AvoidPelicans at 53%

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.
  • Side priced 50–60¢Full year, out of sample: 0.50–0.70 lost −2.9 % a trade (n 23,546, 95 % CI −3.9 to −1.9).

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

Pelicans

4 of 11 top traders (36%)1 arbitrage trader dimmed7 hold an outcome priced under 50%1 small position dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Grizzlies48%
Pelicans53%

Smart Money Breakdown by Outcome

Pelicans4 traders
Total Value$8.5K
Total Shares16,205
Combined PnL+$101.63
Grizzlies7 traders
Total Value$4.7K
Total Shares9,606
Combined PnL-$29.81
Pelicans — 36%Grizzlies — 64%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

4 traders

Top 2 hold 99%

Freshness

Fresh

5h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

40% of non-arb traders are on Pelicans. Concentration is driven by the top two positions owning 99% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whalePelicans 50% · 4
Aligned
sharpPelicans 100% · 1
Aligned
ctrGrizzlies 71% · 7
Diverging
Hand-pickedGrizzlies 100% · 1
Diverging
Top 1000Grizzlies 56% · 9
Diverging

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EV Calculator

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

Break-even chance54.7%

52.5¢ 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
+$82.67
Max Loss
-$100.00
Shares
182.7

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
0xd3b558c4...4ae4a8
Slug
nba-nop-mem-2026-11-02-spread-home-5pt5
Trade on Polymarket