Will Z.ai be the third-best Chinese AI company at the end of January 2027?
2 of 2 top Polymarket traders hold No (100%) · No at 73¢ · $21 held · ends Feb 1, 2027
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Neutral
No
2
No 100%
$21.17
-$0.82
Research grade
NeutralNo at 73%
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 %).
- Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer nothing was measured.
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
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
2 of 2 top traders (100%)2 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
35 35066FE58fe<$100 | Noavg 78¢ | $15.6 | $14.6 | -$1 | 42% 641-882 (1523) |
0X 0xfBd8C9C22cA76B3662d0e53A4f79719FDC684027-1779347618060<$100 | Noavg 71¢ | $6.39 | $6.57 | +$0.18 | 55% 5915-4904 (10819) |
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
73.0¢ price + 1.0¢ spread + 0.8¢ 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.