
Knicks vs. Bulls: O/U 231.5
2 of 5 top Polymarket traders hold Over (40%) · Over at 52¢ · $677 held · ends Oct 29
⚠️
Avoid
Over
5
Over 40%
$676.69
$6.21
51¢ → 51.5¢
+1% since entry · 2 traders
Research grade
AvoidOver at 52%
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
2 of 5 top traders (40%)3 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HO HomeRunHazard | Overavg 51.1¢ | $530.82 | $535.47 | +$4.65 | 54% 16865-14143 (31008) |
FF ff3364CTR | Underavg 48¢ | $120 | $120 | +$0 | 50% 786-785 (1571) |
BU BullishBarbCTR<$100 | Underavg 43¢ | $9.03 | $10.29 | +$1.26 | 38% 848-1408 (2256) |
![]() 0xheavy888CTR<$100 | Underavg 47.5¢ | $8.11 | $8.36 | +$0.25 | 56% 6913-5526 (12439) |
AM ameisgoat11<$100 | Overavg 50¢ | $2.5 | $2.58 | +$0.05 | 47% 2044-2347 (4391) |
Invested
$530.82
Value
$535.47
PnL
+$4.65
Record
54%
16865-14143 (31008)
Invested
$120
Value
$120
PnL
+$0
Record
50%
786-785 (1571)
Invested
$9.03
Value
$10.29
PnL
+$1.26
Record
38%
848-1408 (2256)
0xheavy888CTR<$100Invested
$8.11
Value
$8.36
PnL
+$0.25
Record
56%
6913-5526 (12439)
Invested
$2.5
Value
$2.58
PnL
+$0.05
Record
47%
2044-2347 (4391)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
51.5¢ price + 1.0¢ spread + 1.2¢ 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.