
Spread: Trail Blazers (-12.5)
3 of 7 top Polymarket traders hold Thunder (43%) · Thunder at 90¢ · $5K held · ended Nov 11
⚠️
Avoid
Thunder
7
Thunder 43%
1 arb excluded
$4.9K
-$4.65
84.2¢ → 90¢
+7% since entry · 3 traders
Research grade
AvoidThunder at 90%
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.
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
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
3 of 7 top traders (43%)1 arbitrage trader dimmed4 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+14 pts consensus
Breadth
3 traders
Top 2 hold 86%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
43% of non-arb traders are on Thunder. Concentration is driven by the top two positions owning 86% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872 | Thunderavg 79.9¢ | $1.7K | $1.9K | +$214.4 | 56% 563-451 (1014) |
FL FlaznorpARB<$100 | Thunderavg 87.3¢ | $1.4K | $1.2K | -$87.42 | 50% 1640-1620 (3260) |
| └ Thunder leg | Thunderavg 87.3¢ | $802.06 | $826.64 | +$24.58 | |
| └ Trail Blazers leg | Trail Blazersavg 12.6¢ | $512.15 | $406.55 | -$112 | |
65 6512395314597884 | Thunderavg 89.5¢ | $1.1K | $1.1K | -$14.54 | 51% 3200-3120 (6320) |
![]() RN1 | Thunderavg 91.1¢ | $511.77 | $506.06 | -$5.71 | 57% 3877-2879 (6756) |
0X 0x1bc32be106439240f59aa25668e613831a5cdc6eCTR<$100 | Trail Blazersavg 11.7¢ | $82 | $70 | -$12 | 62% 2398-1492 (3890) |
0X 0x9b11866433281ade9f2811dbde8acdefc45f5375CTR | Trail Blazersavg 22¢ | $220 | $50 | -$170 | 53% 234-204 (438) |
38 38791873984189CTR<$100 | Trail Blazersavg 13¢ | $52 | $31 | -$13.8 | 48% 1056-1134 (2190) |
PA Pan9XCTR<$100 | Trail Blazersavg 14¢ | $10.5 | $7.5 | -$3 | 48% 512-544 (1056) |
Invested
$1,719.46
Value
$1.9K
PnL
+$214.4
Record
56%
563-451 (1014)
Invested
$1,364.6
Value
$1.2K
PnL
-$87.42
Record
50%
1640-1620 (3260)
Both legs:
Invested
$1,101.97
Value
$1.1K
PnL
-$14.54
Record
51%
3200-3120 (6320)
RN1Invested
$511.77
Value
$506.06
PnL
-$5.71
Record
57%
3877-2879 (6756)
Invested
$82
Value
$70
PnL
-$12
Record
62%
2398-1492 (3890)
Invested
$220
Value
$50
PnL
-$170
Record
53%
234-204 (438)
Invested
$52
Value
$31
PnL
-$13.8
Record
48%
1056-1134 (2190)
Invested
$10.5
Value
$7.5
PnL
-$3
Record
48%
512-544 (1056)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
90.0¢ price + 1.0¢ spread + 0.4¢ 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.
Market Info
Traders in this Market
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
Thunder — $1.9K
Flaznorp
ARBArbitrage — excluded
6512395314597884
Thunder — $1.1K

RN1
Thunder — $506.06
0x1bc32be106439240f59aa25668e613831a5cdc6e
CTRTrail Blazers — $70
0x9b11866433281ade9f2811dbde8acdefc45f5375
CTRTrail Blazers — $50
38791873984189
CTRTrail Blazers — $31
Pan9X
CTRTrail Blazers — $7.5