
Spurs vs. Jazz: O/U 238.5
2 of 4 top Polymarket traders hold Under (50%) · Under at 90¢ · $1K held · ended Oct 29
⚠️
Avoid
Under
4
Under 50%
1 arb excluded
$1.4K
-$1.16
54.6¢ → 90¢
+65% since entry · 2 traders
Research grade
AvoidUnder at 90%
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
2 of 4 top traders (50%)1 arbitrage trader dimmed2 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 |
|---|---|---|---|---|---|
HO HomeRunHazard | Underavg 51.5¢ | $524.98 | $549.36 | +$24.38 | 54% 16884-14152 (31036) |
TA takeormakeCTR | Overavg 40.5¢ | $368.41 | $327.6 | -$40.81 | 54% 3824-3298 (7122) |
SU SunlineTicker | Underavg 61¢ | $299.41 | $314.24 | +$14.83 | 62% 4023-2463 (6486) |
KE keeptheblueflagflyinghighARB<$100 | Overavg 49¢ | $346.47 | $174.9 | -$173.63 | 49% 559-583 (1142) |
| └ Under leg | Underavg 51¢ | $73.39 | $133.11 | +$60.44 | |
| └ Over leg | Overavg 49¢ | $273.08 | $41.8 | -$234.07 | |
![]() HRTradingCTR<$100 | Overavg 7¢ | $2.1 | $2.55 | +$0.44 | 53% 3243-2909 (6152) |
Invested
$524.98
Value
$549.36
PnL
+$24.38
Record
54%
16884-14152 (31036)
Invested
$368.41
Value
$327.6
PnL
-$40.81
Record
54%
3824-3298 (7122)
Invested
$299.41
Value
$314.24
PnL
+$14.83
Record
62%
4023-2463 (6486)
Invested
$346.47
Value
$174.9
PnL
-$173.63
Record
49%
559-583 (1142)
Both legs:
HRTradingCTR<$100Invested
$2.1
Value
$2.55
PnL
+$0.44
Record
53%
3243-2909 (6152)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
90.0¢ price + 1.0¢ spread + 0.4¢ 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.