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Smart money holds the underdog side

Most tracked traders hold Old Dominion, while the market favors Marshall (75%). 5 of 6 traders hold an outcome priced under 50%.

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

Spread: Marshall (-2.5)

5 of 6 top Polymarket traders hold Old Dominion (83%) · Old Dominion at 25¢ · $2K held · ended Oct 31

Marshall75¢Old Dominion25¢Ended Sat, Oct 31, 2026View on Polymarket
SIGNAL

⚠️

Avoid

Old Dominion

Consensus Traders

6

Old Dominion 83%

1 arb excluded

Total Value

$1.7K

Combined PnL

$-1.5K

Smart Money Entry

47¢ → 25¢

-47% since entry · 5 traders

Research grade

AvoidOld Dominion at 25%

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.
  • 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

Old Dominion

5 of 6 top traders (83%)Underdog side (market favors Marshall 75%)1 arbitrage trader dimmed5 hold an outcome priced under 50%2 small positions dimmed (<$100 invested)

Market Activity
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Outcome Probabilities

Marshall75%
Old Dominion25%

Smart Money Breakdown by Outcome

Old Dominion5 traders
Total Value$1.4K
Total Shares6,220
Combined PnL$-1.5K
Marshall1 trader
Total Value$121.47
Total Shares225
Combined PnL-$1.12
Old Dominion — 83%Marshall — 17%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

5 traders

Top 2 hold 94%

Freshness

Fresh

0h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

71% of non-arb traders are on Old Dominion. Concentration is driven by the top two positions owning 94% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleMarshall 100% · 1
Diverging
sharpMarshall 100% · 1
Diverging
ctrOld Dominion 60% · 5
Aligned
Hand-pickedOld Dominion 100% · 1
Aligned
Top 1000Old Dominion 67% · 6
Aligned

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EV Calculator

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

Break-even chance27.0%

25.0¢ price + 1.0¢ spread + 1.0¢ fee (Sports 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$270.89
Max Loss
-$100.00
Shares
370.9

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
0xe562f1f9...9b5ecf
Slug
cfb-marsh-old-2026-10-31-spread-away-2pt5
Trade on Polymarket