Smart money holds the underdog side
Most tracked traders hold Over, while the market favors Under (53%). 3 of 6 traders hold an outcome priced under 50%.

Magic vs. Warriors: O/U 220.5
3 of 6 top Polymarket traders hold Over (50%) · Over at 48¢ · $7K held · ends Nov 8
⚠️
Avoid
Over
6
Over 50%
2 arb excluded
$7.5K
-$3.49
52.8¢ → 47.5¢
-10% since entry · 3 traders
Research grade
AvoidOver at 48%
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.
- 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
3 of 6 top traders (50%)Underdog side (market favors Under 53%)2 arbitrage traders dimmed3 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() nigiri99CTR | Overavg 52.7¢ | $2.9K | $3.1K | +$157.51 | 46% 8770-10464 (19234) |
HO HomeRunHazard | Underavg 47.5¢ | $3.1K | $2.9K | -$153.01 | 54% 18557-15589 (34146) |
NM NM-PARB<$100 | Overavg 55¢ | $467.63 | $469.01 | +$1.38 | 64% 10183-5729 (15912) |
| └ Over leg | Overavg 55¢ | $270.7 | $273.16 | +$2.46 | |
| └ Under leg | Underavg 44.7¢ | $196.93 | $195.85 | -$1.08 | |
![]() VeryLucky888ARB<$100 | Underavg 46.5¢ | $376.26 | $362.16 | -$8.87 | 58% 47904-34520 (82424) |
| └ Under leg | Underavg 46.5¢ | $233.58 | $223.41 | -$10.12 | |
| └ Over leg | Overavg 55¢ | $137.5 | $138.75 | +$1.25 | |
HI hi774c | Underavg 47¢ | $337.31 | $330.13 | -$3.59 | 46% 5316-6151 (11467) |
![]() rayvanmechelenCTR | Overavg 54.2¢ | $256.36 | $254.66 | -$2.56 | 53% 2699-2381 (5080) |
0X 0x3d5a9e66f15e6719927972135501c61efc53a0beCTR<$100 | Overavg 55.2¢ | $72.16 | $70.54 | -$1.62 | 49% 386-403 (789) |
SE sentrio<$100 | Underavg 46¢ | $6.9 | $6.67 | -$0.22 | 50% 26504-26107 (52611) |
nigiri99CTRInvested
$2,924.4
Value
$3.1K
PnL
+$157.51
Record
46%
8770-10464 (19234)
Invested
$3,076.23
Value
$2.9K
PnL
-$153.01
Record
54%
18557-15589 (34146)
Invested
$467.63
Value
$469.01
PnL
+$1.38
Record
64%
10183-5729 (15912)
Both legs:
VeryLucky888ARB<$100Invested
$376.26
Value
$362.16
PnL
-$8.87
Record
58%
47904-34520 (82424)
Both legs:
Invested
$337.31
Value
$330.13
PnL
-$3.59
Record
46%
5316-6151 (11467)
rayvanmechelenCTRInvested
$256.36
Value
$254.66
PnL
-$2.56
Record
53%
2699-2381 (5080)
Invested
$72.16
Value
$70.54
PnL
-$1.62
Record
49%
386-403 (789)
Invested
$6.9
Value
$6.67
PnL
-$0.22
Record
50%
26504-26107 (52611)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
47.5¢ price + 1.0¢ spread + 1.2¢ 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

nigiri99
CTROver — $3.1K
HomeRunHazard
Under — $2.9K
NM-P
ARBArbitrage — excluded

VeryLucky888
ARBArbitrage — excluded
hi774c
Under — $330.13

rayvanmechelen
CTROver — $254.66
0x3d5a9e66f15e6719927972135501c61efc53a0be
CTROver — $70.54
sentrio
Under — $6.67