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Spurs vs. Bulls: O/U 251.5

5 of 9 top Polymarket traders hold Under (56%) · Under at 60¢ · $919 held · ended Nov 12

Over40¢Under60¢Ended Thu, Nov 12, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

9

Under 56%

2 arb excluded

Total Value

$919.36

Combined PnL

$31.7

Smart Money Entry

78.7¢ → 60¢

-24% since entry · 5 traders

Research grade

AvoidUnder at 60%

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

5 of 9 top traders (56%)2 arbitrage traders dimmed4 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over40%
Under60%

Smart Money Breakdown by Outcome

Under5 traders
Total Value$300.13
Total Shares443
Combined PnL-$58.81
Over4 traders
Total Value$213.98
Total Shares525
Combined PnL+$90.51
Under — 56%Over — 44%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

4 traders

Top 2 hold 90%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

50% of non-arb traders are on Under. Concentration is driven by the top two positions owning 90% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrOver 100% · 2
Diverging
Top 1000Under 50% · 8
Aligned

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EV Calculator

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

Break-even chance62.2%

60.0¢ 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
+$60.80
Max Loss
-$100.00
Shares
160.8

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
0xda186a9c...523580
Slug
nba-sas-chi-2026-11-11-total-251pt5
Trade on Polymarket