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Smart money holds the underdog side

Most tracked traders hold Over, while the market favors Under (54%). 9 of 11 traders hold an outcome priced under 50%.

Wizards vs. Pistons: O/U 220.5

9 of 11 top Polymarket traders hold Over (82%) · Over at 47¢ · $2K held · ends Nov 10

Over47¢Under53¢Ends Tue, Nov 10, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Over

Consensus Traders

11

Over 82%

Total Value

$1.7K

Combined PnL

-$17.42

Smart Money Entry

46.9¢ → 46.5¢

-1% since entry · 9 traders

Research grade

AvoidOver at 47%

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.
  • 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

Over

9 of 11 top traders (82%)Underdog side (market favors Under 54%)9 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Over47%
Under54%

Smart Money Breakdown by Outcome

Over9 traders
Total Value$1.6K
Total Shares3,204
Combined PnL-$16.63
Under2 traders
Total Value$74.37
Total Shares139
Combined PnL-$0.8
Over — 82%Under — 18%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

8 traders

Top 2 hold 87%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

89% of non-arb traders are on Over. Concentration is driven by the top two positions owning 87% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrOver 100% · 6
Aligned
Hand-pickedOver 100% · 1
Aligned
Top 1000Over 89% · 9
Aligned

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EV Calculator

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

Break-even chance48.7%

46.5¢ 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
+$105.14
Max Loss
-$100.00
Shares
205.1

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
0x83a19eef...0305c2
Slug
nba-was-det-2026-11-09-total-220pt5
Trade on Polymarket