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PolyConsensus
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Will MiniMax have the best Chinese AI model at the end of November 2026?

17 of 18 top Polymarket traders hold No (94%) · No at 99¢ · $3K held · ends Dec 1

Yes<1¢No>99¢Ends Tue, Dec 1, 2026View on Polymarket
SIGNAL

⚖️

Neutral

No

Consensus Traders

18

No 94%

Total Value

$2.8K

Combined PnL

$25.94

Smart Money Entry

98.1¢ → 99.2¢

+1% since entry · 17 traders

Research grade

NeutralNo at 99%

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.

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

No

17 of 18 top traders (94%)1 holds an outcome priced under 50%13 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes1%
No99%

Smart Money Breakdown by Outcome

No17 traders
Total Value$2.8K
Total Shares2,865
Combined PnL+$25.92
Yes1 trader
Total Value$0.19
Total Shares5
Combined PnL+$0.02
No — 94%Yes — 6%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

17 traders

Top 2 hold 63%

Freshness

Late

201h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBalanced

94% of non-arb traders are on No. Concentration is driven by the top two positions owning 63% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
sharpNo 100% · 10
Aligned
sniperNo 100% · 1
Aligned
ctrNo 100% · 1
Aligned
Hand-pickedNo 100% · 1
Aligned
Top 1000No 94% · 17
Aligned
CH
chriszyy3
No

Invested

$1,084.34

Value

$1.1K

PnL

+$14.44

Record

—

1-0 (1)

balthazar
No

Invested

$690.5

Value

$689.73

PnL

-$0.77

Record

51%

4649-4526 (9175)

QW
qwen300.fund
No

Invested

$248.34

Value

$247.25

PnL

-$1.09

Record

30%

2706-6209 (8915)

QU
quietparcel
No

Invested

$173.8

Value

$174.59

PnL

+$0.79

Record

24%

77-243 (320)

HA
haveagoodday
No

Invested

$137.85

Value

$150.06

PnL

+$12.22

Record

40%

1455-2158 (3613)

NO
northdrawer<$100
No

Invested

$87.95

Value

$87.96

PnL

+$0.01

Record

27%

936-2514 (3450)

GO
godblessme2026<$100
No

Invested

$74.55

Value

$74.18

PnL

-$0.37

Record

27%

104-283 (387)

CI
cigarettes<$100
No

Invested

$53.83

Value

$53.83

PnL

+$0

Record

53%

5657-5082 (10739)

KA
kaxel78<$100
No

Invested

$50.76

Value

$50.71

PnL

-$0.05

Record

28%

522-1370 (1892)

PO
pollo07<$100
No

Invested

$50.76

Value

$50.71

PnL

-$0.05

Record

27%

499-1317 (1816)

AK
akroll<$100
No

Invested

$47.32

Value

$47.27

PnL

-$0.05

Record

28%

521-1360 (1881)

0X
0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271<$100
No

Invested

$22.61

Value

$22.82

PnL

+$0.21

Record

49%

87-90 (177)

SM
smallreceipt<$100
No

Invested

$20.94

Value

$20.94

PnL

+$0

Record

17%

76-374 (450)

AN
anothercoin<$100
No

Invested

$20.31

Value

$20.77

PnL

+$0.46

Record

39%

1297-2005 (3302)

0X
0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293<$100
No

Invested

$19.89

Value

$20.08

PnL

+$0.18

Record

48%

337-362 (699)

0X
0x3653235d75A0d5969C42f7514d4Df8eA5F8CEF74-1778811817579<$100
No

Invested

$14.38

Value

$14.43

PnL

+$0.05

Record

42%

370-503 (873)

LU
luciebot<$100
No

Invested

$11.93

Value

$11.87

PnL

-$0.06

Record

79%

375-99 (474)

CB
Cb94C437EA5e6f088c6c0C143c592ab8EFBedCTR<$100
Yes

Invested

$0.18

Value

$0.19

PnL

+$0.02

Record

66%

4109-2134 (6243)

Chat

EV Calculator

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

Break-even chance99.9%

99.2¢ price + 1.0¢ spread + 0.0¢ fee (Tech 4%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$0.10
Max Loss
-$100.00
Shares
100.1

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
0x82f004d8...ce2e63
Slug
will-minimax-have-the-best-chinese-ai-model-at-the-end-of-november-2026
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