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
⚠️
Avoid
Thunder
12
Thunder 67%
2 arb excluded
$4.5K
-$495.52
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
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)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
-16 pts consensus
Breadth
6 traders
Top 2 hold 87%
Freshness
Fresh
1h old
Flip Quality
Clean
0 consensus flips
55% of non-arb traders are on Thunder. Concentration is driven by the top two positions owning 87% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x9b11866433281ade9f2811dbde8acdefc45f5375 | Trail Blazersavg 33.2¢ | $730 | $1.5K | +$733 | 53% 234-204 (438) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872CTR | Thunderavg 66.4¢ | $2.5K | $1.2K | $-1.3K | 56% 563-451 (1014) |
FL FlaznorpARB<$100 | Thunderavg 60.7¢ | $660.02 | $729.91 | +$148.27 | 50% 1640-1620 (3260) |
| └ Trail Blazers leg | Trail Blazersavg 34.8¢ | $286.69 | $580.38 | +$306.54 | |
| └ Thunder leg | Thunderavg 60.7¢ | $307.79 | $149.52 | -$158.27 | |
DA darkumbreon88CTR | Thunderavg 64¢ | $229.76 | $269.25 | +$39.49 | 61% 910-582 (1492) |
65 6512395314597884ARB<$100 | Thunderavg 60.2¢ | $271.01 | $234.36 | -$36.65 | 51% 3200-3120 (6320) |
| └ Thunder leg | Thunderavg 60.2¢ | $244.62 | $184.77 | -$59.86 | |
| └ Trail Blazers leg | Trail Blazersavg 29¢ | $26.39 | $49.6 | +$23.21 | |
TA takeormakeCTR | Thunderavg 72.8¢ | $209.32 | $211.44 | +$2.13 | 59% 3145-2227 (5372) |
KE keeptheblueflagflyinghighCTR | Thunderavg 45¢ | $135.55 | $137.05 | +$1.51 | 53% 1703-1483 (3186) |
![]() RN1CTR | Thunderavg 45.5¢ | $127.79 | $129.93 | +$2.14 | 57% 3877-2879 (6756) |
0X 0x1bc32be106439240f59aa25668e613831a5cdc6e<$100 | Trail Blazersavg 29¢ | $27.55 | $63.18 | +$35.63 | 62% 2398-1492 (3890) |
SU suitcase6628<$100 | Trail Blazersavg 29¢ | $26.1 | $59.85 | +$33.75 | 63% 193-112 (305) |
SE sentrioCTR<$100 | Thunderavg 64¢ | $23.04 | $27 | +$3.96 | 35% 280-514 (794) |
PA Pan9XCTR<$100 | Thunderavg 62.5¢ | $28.59 | $10.2 | -$1.96 | 48% 512-544 (1056) |
LI LightParadox<$100 | Trail Blazersavg 36¢ | $6.48 | $9.99 | +$3.51 | 29% 320-793 (1113) |
LI LimousinCTR<$100 | Thunderavg 48¢ | $4 | $2.5 | -$1.5 | 29% 332-810 (1142) |
Invested
$730
Value
$1.5K
PnL
+$733
Record
53%
234-204 (438)
Invested
$2,521.63
Value
$1.2K
PnL
$-1.3K
Record
56%
563-451 (1014)
Invested
$660.02
Value
$729.91
PnL
+$148.27
Record
50%
1640-1620 (3260)
Both legs:
Invested
$229.76
Value
$269.25
PnL
+$39.49
Record
61%
910-582 (1492)
Invested
$271.01
Value
$234.36
PnL
-$36.65
Record
51%
3200-3120 (6320)
Both legs:
Invested
$209.32
Value
$211.44
PnL
+$2.13
Record
59%
3145-2227 (5372)
Invested
$135.55
Value
$137.05
PnL
+$1.51
Record
53%
1703-1483 (3186)
RN1CTRInvested
$127.79
Value
$129.93
PnL
+$2.14
Record
57%
3877-2879 (6756)
Invested
$27.55
Value
$63.18
PnL
+$35.63
Record
62%
2398-1492 (3890)
Invested
$26.1
Value
$59.85
PnL
+$33.75
Record
63%
193-112 (305)
Invested
$23.04
Value
$27
PnL
+$3.96
Record
35%
280-514 (794)
Invested
$28.59
Value
$10.2
PnL
-$1.96
Record
48%
512-544 (1056)
Invested
$6.48
Value
$9.99
PnL
+$3.51
Record
29%
320-793 (1113)
Invested
$4
Value
$2.5
PnL
-$1.5
Record
29%
332-810 (1142)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
30.5¢ price + 1.0¢ spread + 1.1¢ 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
0x9b11866433281ade9f2811dbde8acdefc45f5375
Trail Blazers — $1.5K
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
CTRThunder — $1.2K
Flaznorp
ARBArbitrage — excluded
darkumbreon88
CTRThunder — $269.25
6512395314597884
ARBArbitrage — excluded
takeormake
CTRThunder — $211.44
keeptheblueflagflyinghigh
CTRThunder — $137.05

RN1
CTRThunder — $129.93
0x1bc32be106439240f59aa25668e613831a5cdc6e
Trail Blazers — $63.18
suitcase6628
Trail Blazers — $59.85