
Magic vs. Kings: O/U 219.5
2 of 10 top Polymarket traders hold Over (20%) · Over at 61¢ · $1K held · ended Nov 11
⚠️
Avoid
Over
10
Over 20%
1 arb excluded
$1.4K
-$42.8
58¢ → 60.5¢
+4% since entry · 2 traders
Research grade
AvoidOver at 61%
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 10 top traders (20%)1 arbitrage trader dimmed8 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872 | Overavg 58¢ | $591.8 | $586.5 | -$5.3 | 56% 502-393 (895) |
0X 0xdbdd45150249e229eB4cA8aa48A30Dca21Faa5de-1757094771846CTR | Underavg 42¢ | $401.95 | $373.24 | -$28.71 | 25% 120-354 (474) |
HO HomeRunHazardCTR | Underavg 44¢ | $118.89 | $117.54 | -$1.35 | 57% 3074-2312 (5386) |
38 38791873984189<$100 | Overavg 57.6¢ | $93.58 | $92.16 | -$1.42 | 48% 959-1032 (1991) |
FL FlaznorpARB<$100 | Overavg 58.7¢ | $80.5 | $79.32 | -$1.18 | 50% 1558-1564 (3122) |
| └ Over leg | Overavg 58.7¢ | $58.5 | $58.82 | +$0.32 | |
| └ Under leg | Underavg 44¢ | $22 | $20.5 | -$1.5 | |
LI LightParadoxCTR<$100 | Underavg 42¢ | $66.77 | $62.8 | -$3.97 | 28% 298-765 (1063) |
LI LimousinCTR<$100 | Underavg 44¢ | $44 | $43.5 | -$0.5 | 29% 313-784 (1097) |
![]() RN1CTR<$100 | Underavg 45¢ | $25.95 | $23.57 | -$2.38 | 58% 3828-2805 (6633) |
PA Pan9XCTR<$100 | Underavg 41¢ | $20.49 | $21.74 | +$1.25 | 49% 446-472 (918) |
BI biying88888CTR<$100 | Underavg 44¢ | $17.6 | $17.4 | -$0.2 | 27% 63-170 (233) |
65 6512395314597884CTR<$100 | Underavg 41¢ | $12.92 | $12.71 | -$0.21 | 51% 3172-3073 (6245) |
Invested
$591.8
Value
$586.5
PnL
-$5.3
Record
56%
502-393 (895)
Invested
$401.95
Value
$373.24
PnL
-$28.71
Record
25%
120-354 (474)
Invested
$118.89
Value
$117.54
PnL
-$1.35
Record
57%
3074-2312 (5386)
Invested
$93.58
Value
$92.16
PnL
-$1.42
Record
48%
959-1032 (1991)
Invested
$80.5
Value
$79.32
PnL
-$1.18
Record
50%
1558-1564 (3122)
Both legs:
Invested
$66.77
Value
$62.8
PnL
-$3.97
Record
28%
298-765 (1063)
Invested
$44
Value
$43.5
PnL
-$0.5
Record
29%
313-784 (1097)
RN1CTR<$100Invested
$25.95
Value
$23.57
PnL
-$2.38
Record
58%
3828-2805 (6633)
Invested
$20.49
Value
$21.74
PnL
+$1.25
Record
49%
446-472 (918)
Invested
$17.6
Value
$17.4
PnL
-$0.2
Record
27%
63-170 (233)
Invested
$12.92
Value
$12.71
PnL
-$0.21
Record
51%
3172-3073 (6245)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
60.5¢ 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
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
Over — $586.5
0xdbdd45150249e229eB4cA8aa48A30Dca21Faa5de-1757094771846
CTRUnder — $373.24
HomeRunHazard
CTRUnder — $117.54
38791873984189
Over — $92.16
Flaznorp
ARBArbitrage — excluded
LightParadox
CTRUnder — $62.8
Limousin
CTRUnder — $43.5

RN1
CTRUnder — $23.57
Pan9X
CTRUnder — $21.74
biying88888
CTRUnder — $17.4