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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (92%). 6 of 8 traders hold an outcome priced under 50%.

Historically, consensus on sides priced under 40¢ lost money after costs.

Knicks vs. 76ers: O/U 223.5

6 of 8 top Polymarket traders hold Over (75%) · Over at 8.0¢ · $12K held

Over8¢Under92¢View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

8

Over 75%

2 arb excluded

Total Value

$11.9K

Combined PnL

-$43.59

Smart Money Entry

52.3¢ → 8¢

-85% since entry · 6 traders

Research grade

AvoidOver at 8%

Matches a pattern that lost clearly more than the plain consensus in our tests.

  • Consensus side under 30¢Full year, out of sample: 0.05–0.30 lost −8.1 % a trade (n 11,568), under 0.20 −20.5 % (n 3,615). Oct 22 backtest: −29.5 % (n 1,625). The strongest effect in every test.
  • 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.

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

Over

6 of 8 top traders (75%)Underdog side (market favors Under 92%)2 arbitrage traders dimmed6 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over8%
Under92%

Smart Money Breakdown by Outcome

Over6 traders
Total Value$1.4K
Total Shares2,694
Combined PnL-$44.01
Under2 traders
Total Value$179.53
Total Shares359
Combined PnL+$0.42
Over — 75%Under — 25%

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EV Calculator

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

Break-even chance9.4%

8.0¢ price + 1.0¢ spread + 0.4¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$962.76
Max Loss
-$100.00
Shares
1062.8

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
0x62adf687...094004
Slug
nba-nyk-phi-2026-10-30-total-223pt5
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