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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (93%). 6 of 10 traders hold an outcome priced under 50%.

Historically, consensus on sides priced under 40¢ lost money after costs.

Raptors vs. Timberwolves: O/U 219.5

6 of 10 top Polymarket traders hold Over (60%) · Over at 7.5¢ · $2K held · ended Oct 25

Over8¢Under92¢Ended Sun, Oct 25, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

10

Over 60%

2 arb excluded

Total Value

$2.5K

Combined PnL

-$173.26

Smart Money Entry

46.1¢ → 7.5¢

-84% since entry · 6 traders

Research grade

AvoidOver at 8%

Matches a pattern that lost clearly more than the trading costs in the backtests.

  • Consensus side under 30¢Longshots (0.05–0.30) lost −29.5 % a trade pooled (n 1,625; −22 % in spring, −35 % in October): the strongest effect in the backtests.
  • BasketballBasketball lost in both windows: −12.0 % a trade in spring (95 % CI −22 to −2), −9.2 % in October.
  • Spread or totalSpreads and totals: −14.5 % a trade in spring (95 % CI −27 to −1), +1.5 % in October: no edge.

Backtest of Oct 22 2026: one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees. The grade never goes above “Research candidate”: no rule passed the multiple-testing check. It is not a forecast and not advice.

Smart Money Signal

Over

6 of 10 top traders (60%)Underdog side (market favors Under 93%)2 arbitrage traders dimmed6 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity
Loading chart data…

Outcome Probabilities

Over8%
Under93%

Smart Money Breakdown by Outcome

Over6 traders
Total Value$1.2K
Total Shares2,942
Combined PnL-$170.45
Under4 traders
Total Value$271.03
Total Shares507
Combined PnL-$2.81
Over — 60%Under — 40%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

2 traders

Top 2 hold 100%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

50% of non-arb traders are on Over. 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
whaleUnder 100% · 1
Diverging
sharpOver 100% · 1
Aligned
ctrOver 50% · 4
Aligned
Top 1000Over 50% · 4
Aligned

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EV Calculator

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

Break-even chance8.9%

7.5¢ price + 1.0¢ spread + 0.4¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$1025.00
Max Loss
-$100.00
Shares
1125.0

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
0x01a065da...a03c1b
Slug
nba-tor-min-2026-10-25-total-219pt5
Trade on Polymarket