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

19 of 19 top Polymarket traders hold No (100%) · No at 98¢ · $2K held · ends Dec 1

Yes2¢No98¢Ends Tue, Dec 1, 2026View on Polymarket
SIGNAL

⚖️

Neutral

No

Consensus Traders

19

No 100%

Total Value

$1.5K

Combined PnL

$15.01

Smart Money Entry

96.6¢ → 97.5¢

+1% since entry · 19 traders

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.

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

19 of 19 top traders (100%)14 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes2%
No98%

Smart Money Breakdown by Outcome

No19 traders
Total Value$1.5K
Total Shares1,569
Combined PnL+$15.01

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

19 traders

Top 2 hold 47%

Freshness

Late

199h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationBroad

100% of non-arb traders are on No. Concentration is driven by the top two positions owning 47% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
sharpNo 100% · 10
Aligned
ctrNo 100% · 1
Aligned
Top 1000No 100% · 19
Aligned
balthazar
No

Invested

$528.97

Value

$533.64

PnL

+$4.67

Record

51%

4634-4520 (9154)

QW
qwen300.fund
No

Invested

$176.71

Value

$179.2

PnL

+$2.49

Record

30%

2683-6207 (8890)

GR
graynotebook19
No

Invested

$140.24

Value

$140.41

PnL

+$0.17

Record

26%

858-2483 (3341)

GO
godblessme2026
No

Invested

$119.02

Value

$118.75

PnL

-$0.27

Record

25%

96-283 (379)

NO
northdrawer
No

Invested

$101.81

Value

$104.54

PnL

+$2.73

Record

27%

933-2514 (3447)

LI
Likaseent<$100
No

Invested

$49.73

Value

$50.01

PnL

+$0.28

Record

26%

361-1008 (1369)

KA
kaxel78<$100
No

Invested

$49.22

Value

$50.01

PnL

+$0.79

Record

28%

522-1370 (1892)

PO
pollo07<$100
No

Invested

$49.22

Value

$50.01

PnL

+$0.79

Record

27%

499-1317 (1816)

VA
Vale54holi<$100
No

Invested

$49.73

Value

$50.01

PnL

+$0.28

Record

28%

368-936 (1304)

ZE
zerone777<$100
No

Invested

$49.22

Value

$50.01

PnL

+$0.79

Record

30%

513-1183 (1696)

AK
akroll<$100
No

Invested

$46.05

Value

$46.63

PnL

+$0.58

Record

28%

521-1360 (1881)

SM
smallreceipt<$100
No

Invested

$28.2

Value

$29.27

PnL

+$1.07

Record

15%

65-373 (438)

MI
mildwindow27<$100
No

Invested

$29.34

Value

$29.27

PnL

-$0.07

Record

29%

881-2138 (3019)

AN
anothercoin<$100
No

Invested

$25.24

Value

$25.36

PnL

+$0.13

Record

39%

1286-2003 (3289)

0X
0x43cb4Ae1f4dDC9E671486C79c9F40A6fd98B84Df-1761656284271<$100
No

Invested

$21.78

Value

$21.72

PnL

-$0.05

Record

49%

86-88 (174)

0X
0x1aBc2b469b5dED495d6C8B21Fc79dcb8d8f345E7-1778811281023<$100
No

Invested

$14.93

Value

$14.88

PnL

-$0.05

Record

44%

363-461 (824)

0X
0x8B8b9c565C8dCA43cfb767F0F2C20B2B323d2512-1778811726293<$100
No

Invested

$14.13

Value

$14.23

PnL

+$0.1

Record

48%

329-355 (684)

LU
luciebot<$100
No

Invested

$11.64

Value

$11.71

PnL

+$0.07

Record

79%

348-95 (443)

CI
cigarettes<$100
No

Invested

$10.43

Value

$10.95

PnL

+$0.51

Record

53%

5637-5072 (10709)

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EV Calculator

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

Break-even chance98.6%

97.5¢ price + 1.0¢ spread + 0.1¢ fee (Tech 4%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$1.41
Max Loss
-$100.00
Shares
101.4

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
0x61fcd895...6985c0
Slug
will-moonshot-have-the-best-chinese-ai-model-at-the-end-of-november-2026
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