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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (54%). 9 of 14 traders hold an outcome priced under 50%.

76ers vs. Bulls: O/U 239.5

9 of 14 top Polymarket traders hold Over (64%) · Over at 46¢ · $3K held · ends Nov 8

Over46¢Under54¢Ends Sun, Nov 8, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

14

Over 64%

1 arb excluded

Total Value

$2.9K

Combined PnL

$19.33

Smart Money Entry

46.1¢ → 46¢

+0% since entry · 9 traders

Research grade

AvoidOver at 46%

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.
  • Side priced 30–50¢Full year, out of sample: 0.30–0.50 lost −4.8 % a trade (n 16,830, 95 % CI −6.6 to −3.1), worse than the plain consensus.

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

Over

9 of 14 top traders (64%)Underdog side (market favors Under 54%)1 arbitrage trader dimmed9 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over46%
Under54%

Smart Money Breakdown by Outcome

Under5 traders
Total Value$1.0K
Total Shares1,805
Combined PnL+$18.48
Over9 traders
Total Value$1.2K
Total Shares2,541
Combined PnL+$0.86
Under — 36%Over — 64%

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EV Calculator

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

Break-even chance48.2%

46.0¢ price + 1.0¢ spread + 1.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$107.27
Max Loss
-$100.00
Shares
207.3

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
0x4ba2129c...957ad4
Slug
nba-phi-chi-2026-11-08-total-239pt5
Trade on Polymarket