
Magic vs. Kings: O/U 211.5
2 of 6 top Polymarket traders hold Over (33%) · Over at 65¢ · $2K held · ended Nov 11
⚠️
Avoid
Over
6
Over 33%
2 arb excluded
$2.2K
$52.45
63.6¢ → 64.5¢
+1% since entry · 2 traders
Research grade
AvoidOver at 65%
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.
- 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
2 of 6 top traders (33%)2 arbitrage traders dimmed4 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872ARB<$100 | Overavg 73.5¢ | $930.08 | $907.16 | -$22.92 | 56% 504-395 (899) |
| └ Over leg | Overavg 73.5¢ | $629.77 | $587.07 | -$42.71 | |
| └ Under leg | Underavg 29.6¢ | $300.3 | $320.09 | +$19.79 | |
![]() RN1ARB<$100 | Overavg 72.7¢ | $734.8 | $696.74 | -$38.06 | 58% 3830-2807 (6637) |
| └ Over leg | Overavg 72.7¢ | $586.28 | $527.89 | -$58.39 | |
| └ Under leg | Underavg 30.3¢ | $148.52 | $168.85 | +$20.33 | |
65 6512395314597884 | Overavg 63.4¢ | $255.48 | $254.05 | -$1.43 | 51% 3173-3073 (6246) |
FL FlaznorpCTR | Underavg 22.6¢ | $94.13 | $148.03 | +$53.9 | 50% 1562-1566 (3128) |
MA MadridTimeCTR<$100 | Underavg 37¢ | $66.74 | $64.03 | -$2.71 | 29% 307-750 (1057) |
VE VenusianCTR<$100 | Underavg 37¢ | $66.74 | $64.03 | -$2.71 | 28% 305-773 (1078) |
38 38791873984189<$100 | Overavg 67.1¢ | $33.09 | $38 | +$4.91 | 48% 969-1052 (2021) |
PA Pan9XCTR<$100 | Underavg 25¢ | $11.84 | $12.32 | +$0.48 | 49% 450-474 (924) |
Invested
$930.08
Value
$907.16
PnL
-$22.92
Record
56%
504-395 (899)
Both legs:
RN1ARB<$100Invested
$734.8
Value
$696.74
PnL
-$38.06
Record
58%
3830-2807 (6637)
Both legs:
Invested
$255.48
Value
$254.05
PnL
-$1.43
Record
51%
3173-3073 (6246)
Invested
$94.13
Value
$148.03
PnL
+$53.9
Record
50%
1562-1566 (3128)
Invested
$66.74
Value
$64.03
PnL
-$2.71
Record
29%
307-750 (1057)
Invested
$66.74
Value
$64.03
PnL
-$2.71
Record
28%
305-773 (1078)
Invested
$33.09
Value
$38
PnL
+$4.91
Record
48%
969-1052 (2021)
Invested
$11.84
Value
$12.32
PnL
+$0.48
Record
49%
450-474 (924)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
64.5¢ 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
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
ARBArbitrage — excluded

RN1
ARBArbitrage — excluded
6512395314597884
Over — $254.05
Flaznorp
CTRUnder — $148.03
MadridTime
CTRUnder — $64.03
Venusian
CTRUnder — $64.03
38791873984189
Over — $38
Pan9X
CTRUnder — $12.32