
Magic vs. Kings: O/U 217.5
4 of 9 top Polymarket traders hold Under (44%) · Under at 58¢ · $15K held · ended Nov 11
⚠️
Avoid
Under
9
Under 44%
3 arb excluded
$15.3K
$93.65
54.6¢ → 58¢
+6% since entry · 4 traders
Research grade
AvoidUnder at 58%
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 50–60¢Full year, out of sample: 0.50–0.70 lost −2.9 % a trade (n 23,546, 95 % CI −3.9 to −1.9).
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
4 of 9 top traders (44%)3 arbitrage traders dimmed5 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 |
|---|---|---|---|---|---|
LU luckycat888888 | Underavg 55¢ | $5.5K | $5.6K | +$150 | 8% 8-94 (102) |
KE keeptheblueflagflyinghighCTR | Overavg 45.1¢ | $3.4K | $3.4K | +$39.42 | 54% 1662-1438 (3100) |
0X 0x9b11866433281ade9f2811dbde8acdefc45f5375CTR | Overavg 45¢ | $1.7K | $1.7K | +$19 | 54% 217-188 (405) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872CTR | Overavg 54.2¢ | $1.5K | $1.2K | -$271.44 | 56% 504-395 (899) |
FL FlaznorpARB<$100 | Overavg 49.6¢ | $741.35 | $776.97 | +$180.37 | 50% 1562-1566 (3128) |
| └ Under leg | Underavg 35.9¢ | $296.15 | $478.57 | +$234.4 | |
| └ Over leg | Overavg 49.6¢ | $352.43 | $298.4 | -$54.03 | |
BI biying88888 | Underavg 54.2¢ | $597.04 | $727.32 | +$130.28 | 27% 63-170 (233) |
![]() RN1ARB<$100 | Underavg 46.7¢ | $691.27 | $722.99 | +$31.72 | 58% 3830-2807 (6637) |
| └ Under leg | Underavg 46.7¢ | $481.33 | $551.31 | +$69.98 | |
| └ Over leg | Overavg 56.9¢ | $209.94 | $171.68 | -$38.26 | |
65 6512395314597884ARB<$100 | Overavg 53.1¢ | $656.19 | $628.28 | -$19.21 | 51% 3173-3073 (6246) |
| └ Under leg | Underavg 48.7¢ | $284.3 | $329.83 | +$46.92 | |
| └ Over leg | Overavg 53.1¢ | $364.58 | $298.45 | -$66.13 | |
MA MadridTime | Underavg 48.6¢ | $266.96 | $310.62 | +$43.66 | 29% 307-750 (1057) |
38 38791873984189CTR | Overavg 51¢ | $182.16 | $100.18 | -$11.01 | 48% 969-1052 (2021) |
PA Pan9XCTR<$100 | Overavg 56.3¢ | $91.77 | $38.27 | -$5.91 | 49% 450-474 (924) |
GH ghorrock<$100 | Underavg 38¢ | $2.2 | $1.86 | -$0.35 | 54% 401-336 (737) |
Invested
$5,500
Value
$5.6K
PnL
+$150
Record
8%
8-94 (102)
Invested
$3,404.61
Value
$3.4K
PnL
+$39.42
Record
54%
1662-1438 (3100)
Invested
$1,709.55
Value
$1.7K
PnL
+$19
Record
54%
217-188 (405)
Invested
$1,484.48
Value
$1.2K
PnL
-$271.44
Record
56%
504-395 (899)
Invested
$741.35
Value
$776.97
PnL
+$180.37
Record
50%
1562-1566 (3128)
Both legs:
Invested
$597.04
Value
$727.32
PnL
+$130.28
Record
27%
63-170 (233)
RN1ARB<$100Invested
$691.27
Value
$722.99
PnL
+$31.72
Record
58%
3830-2807 (6637)
Both legs:
Invested
$656.19
Value
$628.28
PnL
-$19.21
Record
51%
3173-3073 (6246)
Both legs:
Invested
$266.96
Value
$310.62
PnL
+$43.66
Record
29%
307-750 (1057)
Invested
$182.16
Value
$100.18
PnL
-$11.01
Record
48%
969-1052 (2021)
Invested
$91.77
Value
$38.27
PnL
-$5.91
Record
49%
450-474 (924)
Invested
$2.2
Value
$1.86
PnL
-$0.35
Record
54%
401-336 (737)
Chat
EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
58.0¢ 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
luckycat888888
Under — $5.6K
keeptheblueflagflyinghigh
CTROver — $3.4K
0x9b11866433281ade9f2811dbde8acdefc45f5375
CTROver — $1.7K
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
CTROver — $1.2K
Flaznorp
ARBArbitrage — excluded
biying88888
Under — $727.32

RN1
ARBArbitrage — excluded
6512395314597884
ARBArbitrage — excluded
MadridTime
Under — $310.62
38791873984189
CTROver — $100.18