Who's betting on “AI bubble burst in 2026?”?

Finance · $2.5M volume · Ends January 1, 2027 · Updated October 24, 2026

Polymarket prices Yes at 10¢ and No at 90¢, a 90% implied chance of No. $2.5M has been traded on it, and it is set to end on January 1, 2027.

27% of the money on Yes and 58% of the money on No is held by wallets that are in profit overall. The historically profitable money leans No, by 31 points. A day ago it leaned No, by 31 points. A week ago, No by 30 points.

923 wallets hold a position worth $107K in all; Polkyo has a track record for 921 of them. The largest Yes holder is recessionincoming, with $3.7K on it, $5.6K lifetime loss over 5 markets (100% won). The largest No holder is mazw8, with $6.8K on it, $2.6K lifetime loss over 703 markets (87% won).

Yes10%
Smart money share
27%
Holders
463
Money on it
$10K
Holders' winrate
76%
Snipers
0
Insider flags
0
No90%
Smart money leans here
Smart money share
58%
Holders
460
Money on it
$96K
Holders' winrate
73%
Snipers
0
Insider flags
0

The biggest holders on each side

Yes
TraderPositionLifetime P&LWon
recessionincoming$3.7K-$5.6K100% of 5
goatbossbalanced$747+$1.0K69% of 42
0x2fdd1481ed3A20A8eCf6890cB0c3E0F578E25D01-1768459249265$598-$5.0K90% of 10
illuminationbalanced$573+$8.2K60% of 30
Wojteknoise$330+$54K15% of 225
No
TraderPositionLifetime P&LWon
mazw8$6.8K-$2.6K87% of 703
Gdub$6.8K-$3.1K70% of 1,003
darlok$6.7K+$4.5K100% of 1
phantomtradrbalanced$5.7K+$97485% of 20
deltasniper$4.2K-$48K56% of 241
Every holder, the full history, and alerts when the smart money moves

Polkyo scores every wallet in this market and charts how each side's smart money share has moved since it was first tracked.

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Questions

Who is betting on "AI bubble burst in 2026?"?

923 wallets hold a position worth $107K in all; Polkyo has a track record for 921 of them. The largest Yes holder is recessionincoming, with $3.7K on it, $5.6K lifetime loss over 5 markets (100% won). The largest No holder is mazw8, with $6.8K on it, $2.6K lifetime loss over 703 markets (87% won).

What are the Polymarket odds for "AI bubble burst in 2026?"?

Polymarket prices Yes at 10¢ and No at 90¢, a 90% implied chance of No. $2.5M has been traded on it, and it is set to end on January 1, 2027.

Which side is the smart money on?

27% of the money on Yes and 58% of the money on No is held by wallets that are in profit overall. The historically profitable money leans No, by 31 points. A day ago it leaned No, by 31 points. A week ago, No by 30 points.

When does this market end?

It is set to end on January 1, 2027. Polymarket markets can resolve earlier if the answer is known sooner.

Smart money share: the part of a side's money held by wallets in profit overall, each scored by its record as of the day it entered. How Polkyo works. Analytics from public data, not financial advice. Not affiliated with Polymarket.

AI bubble burst in 2026? Who's betting on Polymarket · Polkyo