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Smart money holds the underdog side

Most tracked traders hold Thunder, while the market favors Rockets (55%). 2 of 4 traders hold an outcome priced under 50%.

Spread: Rockets (-1.5)

2 of 4 top Polymarket traders hold Thunder (50%) · Thunder at 45¢ · $752 held · ends Nov 1

Rockets55¢Thunder45¢Ends Sun, Nov 1, 2026View on Polymarket
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⚠️

Avoid

Thunder

Consensus Traders

4

Thunder 50%

Total Value

$751.7

Combined PnL

-$0.1

Smart Money Entry

45¢ → 45¢

+0% since entry · 2 traders

Research grade

AvoidThunder at 45%

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.
  • Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer nothing was measured.
  • Side priced 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.

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

Thunder

2 of 4 top traders (50%)Underdog side (market favors Rockets 55%)2 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity
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Outcome Probabilities

Rockets55%
Thunder45%

Smart Money Breakdown by Outcome

Thunder2 traders
Total Value$712.45
Total Shares1,583
Combined PnL-$0
Rockets2 traders
Total Value$39.26
Total Shares71
Combined PnL-$0.1
Thunder — 50%Rockets — 50%

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EV Calculator

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

Break-even chance47.2%

45.0¢ 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
+$111.68
Max Loss
-$100.00
Shares
211.7

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
0xa1f59f1e...0fd773
Slug
nba-okc-hou-2026-10-31-spread-home-1pt5
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