The Market โ Sharpest Bettors & Mispriced Players
NSBA4's internal prediction market ยท Weeks 1โ5 ยท built 2026-07-21
The one-paragraph version
The league runs its own play-money prediction market โ GMs and players betting on their own season. It gives us three things nobody else has: a ranking of who forecasts best, a read on which players are priced wrong, and hard proof of how random this league is. The headline: a room full of bettors with money on the line couldn't beat a coin flip on individual games โ but the sharpest few, betting early, genuinely beat the line.
SOLID safe to state as factCOLOR directional โ frame as funTINY n say the sample out loud
Read this before the numbers make sense
- It's an AMM, not a sportsbook. The market runs on an LMSR (logarithmic market-scoring rule) โ a bot that always quotes a price and takes the other side. There's no order book, no bid/ask, no waiting for a counterparty. You buy "Yes" or "No" shares and the price moves as you trade. SOLID
- Brier = forecast accuracy. Lower is better. It's the squared error between what you priced something at and whether it happened. Call a coin flip 50/50 forever and you sit at 0.25; nail everything and you approach 0. It rewards being calibrated and confident, not lucky.
- ROI & net worth = profit. Different question entirely โ did your trades make units? You can forecast beautifully and still go broke by sizing badly, and vice-versa. Keep the two apart in your head.
- CLV doesn't exist here. In real betting, "closing-line value" is the tell for skill because the true probability is never known. Here every market resolves to the truth โ the season actually plays out โ so we grade against reality directly. CLV is deliberately omitted. COLOR
"Volume" in the tables below is ฮฃ|cost| across trades, not a share count. Bot/strategy accounts (Bayes, Galton, Kelly, Pascal, Treasury, Tversky, results-bot) are excluded โ this is a human leaderboard.
Sharpest bettor โ and the trap in the top line
Sorted by Brier (accuracy). The crown belongs to the robust forecaster with a real book behind the number โ so we gate the leaderboard at โฅ20 resolved markets. Thinner books are shown separately, because a great Brier on a dozen near-locks isn't the same skill.
โญ The robust leaderboard โ 20+ resolved markets
| # | Trader | Brier | Mkts | ROI | Net worth |
|---|---|---|---|---|---|
| 1 | dannyridel | 0.094 | 44 | +13.7% | 4,298 |
| 2 | bonky | 0.097 | 36 | +2.5% | 1,492 |
| 3 | xpoes | 0.099 | 37 | +10.6% | 2,139 |
| 4 | pine | 0.150 | 35 | +24.7% | 5,035 |
| 5 | HellCat | 0.155 | 31 | +18.4% | 997 |
| 6 | kit kat | 0.172 | 30 | +58.8% | 1,013 |
| 7 | draoethar | 0.186 | 22 | โ0.3% | 572 |
| 8 | dannyridel4 alt? | 0.192 | 36 | +39.6% | 1,236 |
| 9 | blue water | 0.208 | 29 | +43.8% | 1,650 |
| 10 | < so what? > | 0.211 | 48 | +29.2% | 4,163 |
The thin-book leaderboard โ under 20 markets TINY n
Great Briers live up here too, but on tiny samples โ a couple of near-certain bets will do it. Read the market count out loud.
| Trader | Brier | Mkts | ROI | Net worth |
|---|---|---|---|---|
| a new rag | 0.068 | 19 | +16.1% | โ605 (last) |
| abacus14 | 0.093 | 15 | +20.1% | 2,162 |
| Sid_S | 0.117 | 12 | โ7.3% | 571 |
| Sohil | 0.124 | 17 | +21.3% | 1,503 |
| EN2K | 0.135 | 14 | โ5.1% | 653 |
| usck | 0.154 | 17 | โ9.4% | 486 |
| shamp0 | 0.154 | 17 | +27.4% | 1,315 |
| Varnite alt? | 0.198 | 12 | โ15.6% | 171 |
| metavaria | 0.211 | 18 | โ22.9% | 404 |
| sellmeperson | 0.228 | 8 | +38.9% | 837 |
| preY3RK | 0.256 | 10 | โ15.9% | 442 |
| Nithin | 0.257 | 11 | โ14.2% | 662 |
| isaacnewtonfanboy | 0.277 | 12 | โ62.2% | 152 |
| lucida | 0.386 | 9 | โ44.1% | 681 |
Money, not accuracy
- Net-worth leader โ pine at 5,035 units (also a solid 0.150 Brier on 35 markets). SOLID
- Best return โ kit kat at +59% ROI (+156 units on 265 invested). Small stake, ruthless efficiency. SOLID
De-dupe note: dannyridel4 is almost certainly the same human as dannyridel; Varnite/varnite and blue water/bluewater16 are likely alts too. They're flagged, not merged โ if the crown-holder is double-listed, treat the alt as the same person.
Most over- and underrated players
Take the market's implied ranking (from live LMSR prices) and lay it next to where each player actually sits after five weeks of real buzz data. The gaps are the story. SOLID (framing is ordinal โ prices vs. actual rank)
โญ Overrated โ the market's favorites who aren't
| Player | Market said | Actually | Subject |
|---|---|---|---|
| Eric L | #1 fav (31%) | #4 | Biology |
| Sohil R | #1 fav (31%) | #3 | Math |
| Rohan G | #1 fav (16%) | #4 | Comp Sci |
| Rahib H | #2 fav (29%) | #4 | Earth/Space |
โญ Underrated โ the market slept on them
| Player | Market said | Actually | Subject / stat |
|---|---|---|---|
| Angelina Y | #2 (27%) | #1 (36 pts) | Top scorer โ Biology |
| Edwin H | #2 (21%) | #1 (9 negs) | Most negs |
| Ishaan K | #3 (9%) | #2 (9 negs) | Most negs |
Where the market actually nailed it โ the 32+ props
Eleven "will player X score 32+ in a game?" markets. The pool gave exactly one player a real shot โ Kian D at 93% โ and he dropped 44. It priced the other ten longshots at 7โ32%, and none of them cleared 32 all season. Perfect read. SOLID
The market can't call a single game
This is the load-bearing result of the whole segment. Across 60 resolved game markets (moneylines + totals), the pregame line was right exactly 50% of the time โ a literal coin flip. Even on the 16 games where it had a real favorite (โฅ55%), it went just 38%. SOLID
Method note: by lock, live trading dragged the favorite to a median ~72% โ but that's the result leaking into the price in real time, not a forecast. These numbers use the pregame line, before tip.
โญ So the "upsets" aren't upsets โ reframe them
The market's four "biggest misses" were all 59โ61% pregame favorites that lost. A 60% favorite is supposed to lose about 40% of the time. These are coinflips landing on the underdog โ soft lines, not shocking upsets. Call them that on air.
| Game | Market favored | Won | "Upset"? |
|---|---|---|---|
| Fez_Keyreb vs GidTheKid2 | GidTheKid2 (61%) | Fez_Keyreb | coinflip |
| dan.k.memes vs anurag | anurag (60%) | dan.k.memes | coinflip |
| sumin vs GidTheKid2 | GidTheKid2 (60%) | sumin | coinflip |
| xpoes vs anurag | anurag (59%) | xpoes | coinflip |
The early bets beat the line 69%
Here's the twist that saves the bettors' honor. Take the sharp cohort โ the top forecasters by Brier โ and look only at positions placed more than 6 hours before tip, so there's zero live leakage. Those early bets sided with the eventual winner in 69% of 49 game markets. And when the sharps split from the pregame favorite, they were right 69% of the time. COLOR (small cohort, early-bet subset)
The cleanest example โ dan.k.memes vs anurag
The pregame market favored anurag at 60%. The sharps loaded the other side โ dan.k.memes โ early. Dan.k.memes won, and by lock the market had swung all the way to 99.6% on him. The smart money was on it before the room caught up. COLOR
The biggest movers of the season
Where the price ran the furthest from open to last trade. All-star markets dominate โ the ballot narrative moved hard as the season revealed who was real. SOLID (direction), note exact open %
| Market | Open โ Last | Move | Trades |
|---|---|---|---|
| Theenash S โ all-star? | 13% โ 95% | +82 | 62 |
| Edwin H โ all-star? | 75% โ 7% | โ68 | 24 |
| Edward C โ all-star? | 4% โ 71% | +67 | 52 |
| Any team finish 6-0? | 70% โ 5% | โ64 | 55 |
| Roshan A โ all-star? | 30% โ 92% | +62 | 18 |
| Lucas W โ all-star? | 23% โ 85% | +62 | 26 |
| Any team finish 0-6? | 70% โ 10% | โ60 | 62 |
| Eric L โ all-star? | 11% โ 63% | +53 | 38 |
Method note: the "open %" is the first recorded trade, not always a genuine opening price โ the raw opening field is sparse. Directions and magnitudes are trustworthy; treat the exact endpoints as soft.
Caveats & method: Small pool โ 24 qualifying human traders, Weeks 1โ5, 68 resolved markets. Treat any single-game "call" as color, not proof. The market is an LMSR AMM (no order book, no bid/ask); "volume" = ฮฃ|cost| and CLV is undefined because markets resolve to the truth. Bot/strategy accounts (Bayes, Galton, Kelly, Pascal, Treasury, Tversky, results-bot) are excluded. Human alt-accounts (dannyridel/dannyridel4, blue water/bluewater16, Varnite/varnite) are flagged but not de-duplicated, so net-worth ranks and cohort math could shift if merged. The sharpest-bettor crown foregrounds the volume-backed forecaster (dannyridel, 44 markets) over the flashier thin-book Brier (a new rag, 19 markets). Per-stat confidence lives in outputs/podcast/AUDIT.md.