Will Meituan be the third-best Chinese AI company at the end of January 2027?
1 of 2 top Polymarket traders hold No (50%) · No at 98¢ · $10 held · ends Feb 1, 2027
⚖️
Neutral
No
2
No 50%
$10.02
-$2.21
Research grade
NeutralNo at 98%
No measured edge, which here means a loss: the plain consensus (5+ holders, 60 %+, held to resolution) lost −3.0 % a trade after costs out of sample in the full-year test (n 86,296, 95 % CI −3.6 to −2.4 %).
- Side priced over 95¢Full year, out of sample: 0.90–0.95 −0.2 % a trade (n 12,989, 95 % CI −0.6 to +0.3); above 95¢ little is left to win and the tests stop at 0.95.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
- Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer nothing was measured.
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
1 of 2 top traders (50%)1 holds an outcome priced under 50%2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0xfBd8C9C22cA76B3662d0e53A4f79719FDC684027-1779347618060<$100 | Noavg 97¢ | $8.73 | $8.82 | +$0.09 | 55% 5915-4904 (10819) |
 IstarothCTR<$100 | Yesavg 19¢ | $3.8 | $1.2 | -$2.3 | 16% 403-2040 (2443) |
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
98.0¢ price + 1.0¢ spread + 0.0¢ fee (Tech 4%). Win more often than this and the bet pays.
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.