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Magic vs. Jazz: O/U 235.5

11 of 20 top Polymarket traders hold Under (55%) · Under at 87¢ · $5K held · ended Nov 12

Over13¢Under87¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

20

Under 55%

2 arb excluded

Total Value

$5.2K

Combined PnL

$102.57

Smart Money Entry

62.3¢ → 86.5¢

+39% since entry · 11 traders

Research grade

AvoidUnder at 87%

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

11 of 20 top traders (55%)2 arbitrage traders dimmed9 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over13%
Under87%

Smart Money Breakdown by Outcome

Under11 traders
Total Value$3.5K
Total Shares4,308
Combined PnL+$611.35
Over9 traders
Total Value$948.96
Total Shares3,334
Combined PnL-$508.78
Under — 55%Over — 45%

Signal Intelligence

Momentum

Surging

-14 pts consensus

Breadth

10 traders

Top 2 hold 66%

Freshness

Fresh

1h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBalanced

53% of non-arb traders are on Under. Concentration is driven by the top two positions owning 66% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrUnder 58% · 12
Aligned
Top 1000Under 53% · 19
Aligned
FL
Flaznorp
Under

Invested

$1,556.65

Value

$1.6K

PnL

+$34.67

Record

51%

2141-2070 (4211)

RN1
Under

Invested

$580.66

Value

$589.46

PnL

+$13.81

Record

57%

4155-3181 (7336)

65
6512395314597884ARB<$100
Over

Invested

$908.86

Value

$501.38

PnL

-$268.08

Record

50%

3334-3292 (6626)

Both legs:

Under$283.0871.7¢+$47.13
Over$478.8642.4¢-$315.2
LI
LightParadox
Under

Invested

$194.78

Value

$377.06

PnL

+$182.28

Record

31%

441-967 (1408)

0X
0x746295855BE6F49fE2DA2AcCD69eA34b3Cf23Ac3-1762436472554
Under

Invested

$200

Value

$368.13

PnL

+$168.13

Record

48%

74-80 (154)

TA
takeormakeCTR
Over

Invested

$283.86

Value

$319.34

PnL

+$35.48

Record

58%

3230-2327 (5557)

MA
MadridTime
Under

Invested

$132.56

Value

$267.01

PnL

+$134.45

Record

32%

444-952 (1396)

SU
suntoriCTR
Over

Invested

$257.12

Value

$224.65

PnL

-$30.14

Record

47%

1320-1474 (2794)

AN
Anon455ARB<$100
Over

Invested

$347.05

Value

$223.84

PnL

-$123.21

Record

46%

200-233 (433)

Both legs:

Under$84.7153¢+$48.75
Over$262.3447.9¢-$171.96
nigiri99CTR
Over

Invested

$160.58

Value

$166.31

PnL

+$5.73

Record

52%

235-217 (452)

VE
Venusian
Under

Invested

$79.46

Value

$154.41

PnL

+$74.95

Record

31%

444-971 (1415)

LI
Limousin<$100
Under

Invested

$68.08

Value

$77.06

PnL

+$8.98

Record

31%

438-969 (1407)

0X
0x9b11866433281ade9f2811dbde8acdefc45f5375CTR<$100
Over

Invested

$74.43

Value

$74.45

PnL

+$0.03

Record

53%

305-275 (580)

JU
justaluckydudeCTR
Over

Invested

$179.47

Value

$67.01

PnL

-$112.46

Record

39%

233-367 (600)

38
38791873984189CTR
Over

Invested

$226.92

Value

$50.83

PnL

-$74.77

Record

47%

1681-1866 (3547)

TO
topdogbigboi<$100
Under

Invested

$34.23

Value

$41.63

PnL

+$7.41

Record

36%

410-719 (1129)

FE
ferdinand2<$100
Under

Invested

$26.49

Value

$39.22

PnL

+$12.73

Record

49%

973-998 (1971)

0X
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872CTR
Over

Invested

$2,012.21

Value

$31.53

PnL

-$323.53

Record

55%

843-701 (1544)

PA
Pan9X
Under

Invested

$132.43

Value

$22.55

PnL

-$26.27

Record

49%

786-829 (1615)

GH
ghorrockCTR<$100
Over

Invested

$12.59

Value

$7.73

PnL

-$2.02

Record

55%

729-596 (1325)

0X
0x1bc32be106439240f59aa25668e613831a5cdc6eCTR<$100
Over

Invested

$14.21

Value

$7.1

PnL

-$7.11

Record

60%

2757-1855 (4612)

KE
keeptheblueflagflyinghigh<$100
Under

Invested

$2.33

Value

$2.55

PnL

+$0.22

Record

52%

1914-1760 (3674)

Chat

EV Calculator

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

Break-even chance88.0%

86.5¢ price + 1.0¢ spread + 0.5¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$13.58
Max Loss
-$100.00
Shares
113.6

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
0xb77a29a8...d6a676
Slug
nba-orl-uta-2026-11-11-total-235pt5
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