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Smart money holds the underdog side

Most tracked traders hold Thunder, while the market favors Trail Blazers (54%). 7 of 9 traders hold an outcome priced under 50%.

Thunder vs. Trail Blazers

7 of 9 top Polymarket traders hold Thunder (78%) · Thunder at 47¢ · $1K held · ends Nov 12

Thunder47¢Trail Blazers53¢Ends Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Thunder

Consensus Traders

9

Thunder 78%

2 arb excluded

Total Value

$1.2K

Combined PnL

-$6.6

Smart Money Entry

46.6¢ → 46.5¢

+0% since entry · 7 traders

Research grade

AvoidThunder at 47%

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.
  • 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

7 of 9 top traders (78%)Underdog side (market favors Trail Blazers 54%)2 arbitrage traders dimmed7 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Thunder47%
Trail Blazers54%

Smart Money Breakdown by Outcome

Thunder7 traders
Total Value$481.49
Total Shares1,053
Combined PnL-$7.12
Trail Blazers2 traders
Total Value$27.76
Total Shares54
Combined PnL+$0.52
Thunder — 78%Trail Blazers — 22%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

4 traders

Top 2 hold 85%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

80% of non-arb traders are on Thunder. Concentration is driven by the top two positions owning 85% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrThunder 67% · 3
Aligned
Top 1000Thunder 80% · 5
Aligned

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EV Calculator

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

Break-even chance48.7%

46.5¢ 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
+$105.14
Max Loss
-$100.00
Shares
205.1

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
0x6a149652...aad6d8
Slug
nba-okc-por-2026-11-11
Trade on Polymarket