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Smart money holds the underdog side

Most tracked traders hold Thunder, while the market favors Trail Blazers (70%). 8 of 12 traders hold an outcome priced under 50%.

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

Spread: Trail Blazers (-4.5)

8 of 12 top Polymarket traders hold Thunder (67%) · Thunder at 31¢ · $5K held · ended Nov 11

Trail Blazers70¢Thunder30¢Ended Wed, Nov 11, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Thunder

Consensus Traders

12

Thunder 67%

2 arb excluded

Total Value

$4.5K

Combined PnL

-$495.52

Smart Money Entry

64.1¢ → 30.5¢

-52% since entry · 8 traders

Research grade

AvoidThunder at 31%

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.
  • 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

8 of 12 top traders (67%)Underdog side (market favors Trail Blazers 70%)2 arbitrage traders dimmed8 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Trail Blazers70%
Thunder31%

Smart Money Breakdown by Outcome

Trail Blazers4 traders
Total Value$1.6K
Total Shares2,403
Combined PnL+$805.89
Thunder8 traders
Total Value$2.0K
Total Shares4,886
Combined PnL$-1.3K
Trail Blazers — 33%Thunder — 67%

Signal Intelligence

Momentum

Surging

-16 pts consensus

Breadth

6 traders

Top 2 hold 87%

Freshness

Fresh

1h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

55% of non-arb traders are on Thunder. Concentration is driven by the top two positions owning 87% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
The hand-picked list (1 on Trail Blazers) and the top 1000 (11 on Thunder) disagree here.
ctrTrail Blazers 50% · 4
Diverging
Hand-pickedTrail Blazers 100% · 1
Diverging
Top 1000Thunder 55% · 11
Aligned

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EV Calculator

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

Break-even chance32.6%

30.5¢ price + 1.0¢ spread + 1.1¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$206.95
Max Loss
-$100.00
Shares
306.9

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
0x4c54e064...795407
Slug
nba-okc-por-2026-11-10-spread-home-4pt5
Trade on Polymarket