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Knicks vs. Bulls: O/U 233.5

3 of 9 top Polymarket traders hold Under (33%) · Under at 54¢ · $14K held · ends Oct 29

Over47¢Under53¢Ends Thu, Oct 29, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

9

Under 33%

1 arb excluded

Total Value

$13.5K

Combined PnL

$123.23

Smart Money Entry

50¢ → 53.5¢

+7% since entry · 3 traders

Research grade

AvoidUnder at 54%

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

Under

3 of 9 top traders (33%)1 arbitrage trader dimmed6 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over47%
Under54%

Smart Money Breakdown by Outcome

Under3 traders
Total Value$7.3K
Total Shares13,846
Combined PnL+$260.92
Over6 traders
Total Value$2.8K
Total Shares5,880
Combined PnL-$137.69
Under — 33%Over — 67%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

3 traders

Top 2 hold 100%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

30% of non-arb traders are on Under. 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
whaleOver 67% · 3
Diverging
sharpOver 100% · 1
Diverging
ctrOver 67% · 6
Diverging
Hand-pickedOver 100% · 2
Diverging
Top 1000Over 67% · 9
Diverging

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EV Calculator

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

Break-even chance55.7%

53.5¢ 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
+$79.40
Max Loss
-$100.00
Shares
179.4

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
0x201b4c1a...6f64fc
Slug
nba-nyk-chi-2026-10-28-total-233pt5
Trade on Polymarket