
Kings vs. Pelicans: O/U 238.5
2 of 4 top Polymarket traders hold Under (50%) · Under at 54¢ · $4K held · ends Oct 30
⚠️
Avoid
Under
4
Under 50%
$3.8K
-$199.88
52.9¢ → 53.5¢
+1% since entry · 2 traders
Research grade
AvoidUnder at 54%
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.
- Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer 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
2 of 4 top traders (50%)2 hold an outcome priced under 50%1 small position dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x4278F7E5CB5f2d68d204d7403270c79CB07e0E92-1762724768941 | Underavg 53¢ | $2.5K | $2.4K | -$144.23 | 89% 242-30 (272) |
HO HomeRunHazard | Underavg 52.8¢ | $1.2K | $1.2K | -$66.05 | 54% 16999-14246 (31245) |
![]() RollAwayTheDewCTR | Overavg 47¢ | $174.73 | $179.93 | +$5.2 | 53% 361-318 (679) |
FO Forecastication2CTR<$100 | Overavg 47¢ | $81.31 | $86.5 | +$5.19 | 50% 6895-6893 (13788) |
Invested
$2,547.99
Value
$2.4K
PnL
-$144.23
Record
89%
242-30 (272)
Invested
$1,243.92
Value
$1.2K
PnL
-$66.05
Record
54%
16999-14246 (31245)
RollAwayTheDewCTRInvested
$174.73
Value
$179.93
PnL
+$5.2
Record
53%
361-318 (679)
Invested
$81.31
Value
$86.5
PnL
+$5.19
Record
50%
6895-6893 (13788)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
53.5¢ 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.