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Smart money holds the underdog side

Most tracked traders hold Under, while the market favors Over (97%). 9 of 14 traders hold an outcome priced under 50%.

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

Jazz vs. Rockets: O/U 228.5

9 of 14 top Polymarket traders hold Under (64%) · Under at 3.0¢ · $3K held · ended Nov 14

Over97¢Under3¢Ended Sat, Nov 14, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Under

Consensus Traders

14

Under 64%

Total Value

$2.9K

Combined PnL

-$217.29

Smart Money Entry

40.5¢ → 3¢

-93% since entry · 9 traders

Research grade

AvoidUnder at 3%

Matches a pattern that lost clearly more than the plain consensus in our tests.

  • Consensus side under 30¢Full year, out of sample: 0.05–0.30 lost −8.1 % a trade (n 11,568), under 0.20 −20.5 % (n 3,615). Oct 22 backtest: −29.5 % (n 1,625). The strongest effect in every test.
  • 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.

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

9 of 14 top traders (64%)Underdog side (market favors Over 97%)9 hold an outcome priced under 50%9 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over97%
Under3%

Smart Money Breakdown by Outcome

Over5 traders
Total Value$1.9K
Total Shares2,419
Combined PnL+$709.03
Under9 traders
Total Value$952.49
Total Shares4,194
Combined PnL-$926.31
Over — 36%Under — 64%

Signal Intelligence

Momentum

Surging

+13 pts consensus

Breadth

8 traders

Top 2 hold 89%

Freshness

Fresh

2h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

73% of non-arb traders are on Under. Concentration is driven by the top two positions owning 89% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrOver 60% · 5
Diverging
Hand-pickedUnder 100% · 1
Aligned
Top 1000Under 73% · 11
Aligned

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EV Calculator

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

Break-even chance4.2%

3.0¢ price + 1.0¢ spread + 0.2¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$2285.50
Max Loss
-$100.00
Shares
2385.5

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
0x37f342a3...562239
Slug
nba-uta-hou-2026-11-13-total-228pt5
Trade on Polymarket