
Spurs vs. Bulls: O/U 227.5
3 of 6 top Polymarket traders hold Over (50%) · Over at 93¢ · $316 held · ended Nov 12
⚠️
Avoid
Over
6
Over 50%
$316.07
$36.16
76.1¢ → 93¢
+22% since entry · 3 traders
Research grade
AvoidOver at 93%
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
3 of 6 top traders (50%)3 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
3 traders
Top 2 hold 82%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
50% of non-arb traders are on Over. Concentration is driven by the top two positions owning 82% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
PU purplegatto | Overavg 70¢ | $107.1 | $133.11 | +$26.01 | 69% 2587-1182 (3769) |
![]() RN1 | Overavg 87¢ | $98.31 | $106.22 | +$7.91 | 57% 4059-3079 (7138) |
38 38791873984189<$100 | Overavg 71¢ | $42.6 | $52.2 | +$9.6 | 48% 1430-1573 (3003) |
FL FlaznorpCTR<$100 | Underavg 13¢ | $19.5 | $19.16 | -$0.34 | 51% 1925-1866 (3791) |
PA Pan9XCTR<$100 | Underavg 30¢ | $8.1 | $3.51 | -$4.59 | 49% 693-734 (1427) |
GH ghorrockCTR<$100 | Underavg 30¢ | $4.3 | $1.86 | -$2.44 | 55% 683-554 (1237) |
Invested
$107.1
Value
$133.11
PnL
+$26.01
Record
69%
2587-1182 (3769)
RN1Invested
$98.31
Value
$106.22
PnL
+$7.91
Record
57%
4059-3079 (7138)
Invested
$42.6
Value
$52.2
PnL
+$9.6
Record
48%
1430-1573 (3003)
Invested
$19.5
Value
$19.16
PnL
-$0.34
Record
51%
1925-1866 (3791)
Invested
$8.1
Value
$3.51
PnL
-$4.59
Record
49%
693-734 (1427)
Invested
$4.3
Value
$1.86
PnL
-$2.44
Record
55%
683-554 (1237)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
93.0¢ price + 1.0¢ spread + 0.3¢ 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.