PolyConsensus
Back to Markets

Smart money holds the underdog side

Most tracked traders hold Jazz, while the market favors Spurs (51%). 5 of 9 traders hold an outcome priced under 50%.

Spread: Spurs (-12.5)

5 of 9 top Polymarket traders hold Jazz (56%) · Jazz at 50¢ · $14K held · ends Oct 29

Spurs51¢Jazz49¢Ends Thu, Oct 29, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Jazz

Consensus Traders

9

Jazz 56%

Total Value

$13.6K

Combined PnL

$94.22

Smart Money Entry

51.8¢ → 49.5¢

-4% since entry · 5 traders

Research grade

AvoidJazz at 50%

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.
  • 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

Jazz

5 of 9 top traders (56%)Underdog side (market favors Spurs 51%)5 hold an outcome priced under 50%4 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Spurs51%
Jazz50%

Smart Money Breakdown by Outcome

Jazz5 traders
Total Value$8.0K
Total Shares15,320
Combined PnL+$18.04
Spurs4 traders
Total Value$5.6K
Total Shares11,497
Combined PnL+$76.18
Jazz — 56%Spurs — 44%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

3 traders

Top 2 hold 100%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

43% of non-arb traders are on Jazz. Concentration is driven by the top two positions owning 100% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleJazz 100% · 1
Aligned
sharpSpurs 100% · 1
Diverging
ctrSpurs 67% · 6
Diverging
Top 1000Spurs 57% · 7
Diverging

Chat

Sign in with your wallet to post.

EV Calculator

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

Break-even chance51.7%

49.5¢ 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
+$93.24
Max Loss
-$100.00
Shares
193.2

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
0x7177a75f...991d1f
Slug
nba-sas-uta-2026-10-28-spread-away-12pt5
Trade on Polymarket