
Spurs vs. Jazz: O/U 234.5
2 of 5 top Polymarket traders hold Under (40%) · Under at 52¢ · $926 held · ends Oct 29
⚠️
Avoid
Under
5
Under 40%
$925.86
$5.59
52¢ → 51.5¢
-1% since entry · 2 traders
Research grade
AvoidUnder at 52%
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 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 5 top traders (40%)3 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
HO HomeRunHazard | Underavg 52¢ | $730.13 | $737.15 | +$7.02 | 54% 16864-14141 (31005) |
WO woshikd99CTR | Overavg 48¢ | $168.96 | $167.2 | -$1.76 | 50% 31-31 (62) |
LE LeLynxMalynxCTR<$100 | Overavg 47¢ | $13.63 | $13.77 | +$0.14 | 58% 28121-20725 (48846) |
MO mooseborzoii<$100 | Underavg 51¢ | $5.2 | $5.36 | +$0.15 | 50% 1138-1132 (2270) |
AM ameisgoat11CTR<$100 | Overavg 47¢ | $2.35 | $2.38 | +$0.02 | 47% 2041-2345 (4386) |
Invested
$730.13
Value
$737.15
PnL
+$7.02
Record
54%
16864-14141 (31005)
Invested
$168.96
Value
$167.2
PnL
-$1.76
Record
50%
31-31 (62)
Invested
$13.63
Value
$13.77
PnL
+$0.14
Record
58%
28121-20725 (48846)
Invested
$5.2
Value
$5.36
PnL
+$0.15
Record
50%
1138-1132 (2270)
Invested
$2.35
Value
$2.38
PnL
+$0.02
Record
47%
2041-2345 (4386)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
51.5¢ 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.