
Thunder vs. Kings
3 of 9 top Polymarket traders hold Thunder (33%) · Thunder at 81¢ · $562 held · ends Nov 16
⚠️
Avoid
Thunder
9
Thunder 33%
$562.27
$4.77
78.3¢ → 80.5¢
+3% since entry · 3 traders
Research grade
AvoidThunder at 81%
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.
- 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 9 top traders (33%)6 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
-5 pts consensus
Breadth
3 traders
Top 2 hold 98%
Freshness
Fresh
5h old
Flip Quality
Watch
1 consensus flip
33% of non-arb traders are on Thunder. Concentration is driven by the top two positions owning 98% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HO HomeRunHazard | Thunderavg 78.3¢ | $389.44 | $388.14 | -$1.3 | 56% 3811-2982 (6793) |
OD OddstormCTR<$100 | Kingsavg 18¢ | $47.6 | $50.9 | +$3.3 | 35% 129-237 (366) |
TY Tys0n8686CTR<$100 | Kingsavg 17¢ | $37.4 | $44 | +$6.6 | 68% 17-8 (25) |
![]() funnydayCTR<$100 | Kingsavg 22¢ | $44 | $40 | -$4 | 22% 7-25 (32) |
SN SnakeBallCTR<$100 | Kingsavg 20¢ | $15.94 | $17.53 | +$1.59 | 47% 1103-1245 (2348) |
PA Pan9X<$100 | Thunderavg 81¢ | $32.34 | $7.7 | -$0.94 | 50% 1931-1953 (3884) |
HY hydra1248<$100 | Thunderavg 81¢ | $6.95 | $6.69 | -$0.26 | 76% 212-68 (280) |
TA takeormakeCTR<$100 | Kingsavg 20¢ | $5.5 | $5.63 | +$0.14 | 57% 3612-2700 (6312) |
GA GaditimaCTR<$100 | Kingsavg 24.4¢ | $2.03 | $1.67 | -$0.37 | 49% 341-352 (693) |
Invested
$389.44
Value
$388.14
PnL
-$1.3
Record
56%
3811-2982 (6793)
Invested
$47.6
Value
$50.9
PnL
+$3.3
Record
35%
129-237 (366)
Invested
$37.4
Value
$44
PnL
+$6.6
Record
68%
17-8 (25)
funnydayCTR<$100Invested
$44
Value
$40
PnL
-$4
Record
22%
7-25 (32)
Invested
$15.94
Value
$17.53
PnL
+$1.59
Record
47%
1103-1245 (2348)
Invested
$32.34
Value
$7.7
PnL
-$0.94
Record
50%
1931-1953 (3884)
Invested
$6.95
Value
$6.69
PnL
-$0.26
Record
76%
212-68 (280)
Invested
$5.5
Value
$5.63
PnL
+$0.14
Record
57%
3612-2700 (6312)
Invested
$2.03
Value
$1.67
PnL
-$0.37
Record
49%
341-352 (693)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
80.5¢ price + 1.0¢ spread + 0.8¢ 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.