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Magic vs. Jazz: O/U 231.5

6 of 20 top Polymarket traders hold Under (30%) · Under at 75¢ · $22K held · ended Nov 12

Over25¢Under75¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

20

Under 30%

3 arb excluded

Total Value

$21.7K

Combined PnL

$4.5K

Smart Money Entry

55¢ → 75¢

+36% since entry · 6 traders

Research grade

AvoidUnder at 75%

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

Under

6 of 20 top traders (30%)3 arbitrage traders dimmed14 hold an outcome priced under 50%9 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over25%
Under75%

Smart Money Breakdown by Outcome

Under6 traders
Total Value$11.4K
Total Shares15,504
Combined PnL+$2.9K
Over14 traders
Total Value$7.4K
Total Shares13,334
Combined PnL+$1.6K
Under — 30%Over — 70%

Signal Intelligence

Momentum

Surging

-18 pts consensus

Breadth

4 traders

Top 2 hold 97%

Freshness

Fresh

1h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

25% of non-arb traders are on Under. Concentration is driven by the top two positions owning 97% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrOver 63% · 8
Diverging
Top 1000Over 75% · 16
Diverging
LU
luckycat888888
Under

Invested

$6,137.16

Value

$8.2K

PnL

+$2.0K

Record

17%

20-98 (118)

KE
keeptheblueflagflyinghighCTR
Over

Invested

$4,259.62

Value

$6.0K

PnL

+$1.7K

Record

52%

1914-1760 (3674)

RN1
Under

Invested

$1,767.75

Value

$2.3K

PnL

+$487.24

Record

57%

4155-3181 (7336)

65
6512395314597884ARB<$100
Under

Invested

$1,820.33

Value

$1.5K

PnL

-$356.09

Record

50%

3334-3292 (6626)

Both legs:

Under$1,026.3373¢+$77.59
Over$794.0147.4¢-$433.68
AN
Anon455ARB<$100
Under

Invested

$1,063

Value

$1.1K

PnL

+$76.31

Record

46%

200-233 (433)

Both legs:

Under$559.0153.6¢+$139.3
Over$503.9937.7¢-$62.99
0X
0x9b11866433281ade9f2811dbde8acdefc45f5375CTR
Over

Invested

$919.77

Value

$539.87

PnL

-$379.91

Record

53%

305-275 (580)

0X
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
Under

Invested

$2,531.86

Value

$486.6

PnL

+$104.02

Record

55%

843-701 (1544)

FL
FlaznorpCTR
Over

Invested

$180.6

Value

$470.39

PnL

+$289.79

Record

51%

2141-2070 (4211)

LI
LightParadox
Under

Invested

$124.28

Value

$276.98

PnL

+$152.7

Record

31%

441-967 (1408)

0X
0x1bc32be106439240f59aa25668e613831a5cdc6eARB<$100
Over

Invested

$251.28

Value

$222.8

PnL

-$28.48

Record

60%

2757-1855 (4612)

Both legs:

Under$109.970¢+$3.14
Over$141.3836.1¢-$31.62
MA
MadridTime
Under

Invested

$66.28

Value

$130.77

PnL

+$64.49

Record

32%

444-952 (1396)

VE
Venusian
Under

Invested

$66.28

Value

$130.77

PnL

+$64.49

Record

31%

444-971 (1415)

SE
sentrioCTR<$100
Over

Invested

$68.09

Value

$93.25

PnL

+$25.16

Record

40%

438-657 (1095)

38
38791873984189CTR<$100
Over

Invested

$63

Value

$88.2

PnL

+$25.2

Record

47%

1681-1866 (3547)

JU
justaluckydudeCTR
Over

Invested

$114.17

Value

$88.07

PnL

-$26.1

Record

39%

233-367 (600)

TA
takeormakeCTR<$100
Over

Invested

$94

Value

$45

PnL

-$49

Record

58%

3230-2327 (5557)

CI
cigarettesCTR<$100
Over

Invested

$24.48

Value

$30.24

PnL

+$5.76

Record

53%

5912-5294 (11206)

dips.CTR<$100
Over

Invested

$52.38

Value

$26.19

PnL

-$26.19

Record

45%

436-533 (969)

PA
Pan9XCTR<$100
Over

Invested

$51.99

Value

$24.48

PnL

+$1.24

Record

49%

786-829 (1615)

TO
topdogbigboiCTR<$100
Over

Invested

$19.47

Value

$21.57

PnL

+$2.09

Record

36%

410-719 (1129)

SU
suitcase6628CTR
Over

Invested

$391.86

Value

$19.35

PnL

-$22.51

Record

63%

291-169 (460)

FE
ferdinand2CTR<$100
Over

Invested

$3.18

Value

$8.32

PnL

+$5.14

Record

49%

973-998 (1971)

GH
ghorrockCTR<$100
Over

Invested

$14.36

Value

$4.08

PnL

-$4.4

Record

55%

729-596 (1325)

Chat

EV Calculator

Consensus % is how many tracked traders hold a side, not a win probability.

Break-even chance76.9%

75.0¢ price + 1.0¢ spread + 0.9¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$30.02
Max Loss
-$100.00
Shares
130.0

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

Condition ID
0x065554d7...e60101
Slug
nba-orl-uta-2026-11-11-total-231pt5
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