
Spread: Rockets (-2.5)
2 of 4 top Polymarket traders hold Thunder (50%) · Thunder at 51¢ · $11K held · ends Nov 1
⚠️
Avoid
Thunder
4
Thunder 50%
1 arb excluded
$10.6K
$4.8
51¢ → 50.5¢
-1% since entry · 2 traders
Research grade
AvoidThunder at 51%
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 4 top traders (50%)1 arbitrage trader dimmed2 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
2 traders
Top 2 hold 100%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
50% of non-arb traders are on Thunder. Concentration is driven by the top two positions owning 100% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
MO monkeymashingkeyboard | Thunderavg 51¢ | $10.2K | $10.2K | +$0 | 54% 604-520 (1124) |
HE Herdonia | Thunderavg 50¢ | $321.94 | $327.72 | +$5.77 | 54% 3357-2905 (6262) |
LE LeLynxMalynxARB<$100 | Thunderavg 49.4¢ | $51.89 | $51.54 | -$0.35 | 58% 28707-21186 (49893) |
| └ Thunder leg | Thunderavg 49.4¢ | $28.16 | $28.79 | +$0.63 | |
| └ Rockets leg | Rocketsavg 51.6¢ | $23.73 | $22.75 | -$0.98 | |
HO HomeRunHazardCTR<$100 | Rocketsavg 51.9¢ | $32.87 | $31.32 | -$1.55 | 54% 17179-14402 (31581) |
0X 0x5b624e3E0426F7AA2Ca57F7451fbcEa4b125D87f-1769796221989CTR<$100 | Rocketsavg 48¢ | $18.46 | $19.04 | +$0.58 | 53% 5632-4972 (10604) |
Invested
$10,200
Value
$10.2K
PnL
+$0
Record
54%
604-520 (1124)
Invested
$321.94
Value
$327.72
PnL
+$5.77
Record
54%
3357-2905 (6262)
Invested
$51.89
Value
$51.54
PnL
-$0.35
Record
58%
28707-21186 (49893)
Both legs:
Invested
$32.87
Value
$31.32
PnL
-$1.55
Record
54%
17179-14402 (31581)
Invested
$18.46
Value
$19.04
PnL
+$0.58
Record
53%
5632-4972 (10604)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
50.5¢ 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.