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AI bubble burst in 2026?

● quote just now
Finance→Tech→Closes: about 2 monthsLiquidity: $129.8KOfficial 24h Vol: $61.9KEvent: AI bubble burst by...?

Indicative prices · just now · Buy/sell quotes are shown in the orderbook.

8.35¢
YES
91.65¢
NO
0.1¢
Spread
anomaly0Activity anomaly — current observed activity versus the market baselinedirection0Direction — strength and consistency of signed flow between the two outcomeswallets0Wallet quality — contribution from verified profitable non-bot walletsexecution99Execution — spread, depth and quote quality; not expected valuepriority0Opportunity priority — ranking score, not predicted return or edgedata 57%💡 2 smartMeasured profitable wallets: positive real PnL, 20+ trades, non-bot
24h sample:14 trades$16.4K tracked7% 🐋source coverage 27%BUY/SELL known 100%
tape 65 min agoofficial metadata 11 min ago
Profitable-wallet flow · 7d:NO · $20.8K net·2 wallets(1🐋)·$20.8K gross
Largest observed trade · 30d:BUYNO$14.6K@ 91¢·MisTKy

Decision read

Evidence and execution checklist — not a trade recommendation

WAIT — EVIDENCE TOO THIN
What the tape says

No material 1h direction in the tracked BUY/SELL sample.

1h
$0
6h
−$7.7K
tracked
$16.4K

2 verified profitable wallets: NO · $20.8K net over 7d.

Can it be executed?
0.1¢displayed spread

Tight displayed spread; depth and partial-fill risk still matter.

Data confidence 57% · priority 0

Priority ranks review urgency; it is not probability or expected value.

Risks / missing evidence
  • •Observed tape is 65 minutes old.

Stronger read requires meaningful signed flow plus confirmation across distinct observed wallets.

Resolution & market truth

Verify what settles the market before reading flow as a thesis

Resolution
OPEN
Trading
Orders accepted
Deadline
2027-01-01 04:59 UTC
Event constraint
Not verified
Resolution source: https://www.silicondata.com/products/silicon-index
Outcome meaning

•This market will resolve to "Yes" if the AI industry experiences an industry downturn by the specified date, 11:59 PM ET. Otherwise, this market will resolve to "No".

•This market will not resolve to "Yes" until three conditions have been met, regardless of reporting of an industry downturn or similar claims.

Read full resolution rules

This market will resolve to "Yes" if the AI industry experiences an industry downturn by the specified date, 11:59 PM ET. Otherwise, this market will resolve to "No". For the purposes of this market, the AI industry will be considered to have experienced an industry downturn once at least three of the following events have occurred within 90 days of this market's specified timeframe: - NVIDIA Corporation (NVDA) closing stock price is down 50% from its all-time high. - iShares PHLX Semiconductor ETF (SOXX) closing stock price is down 40% from its all-time high. - OpenAI, Inc. or Anthropic PBC declares bankruptcy. - OpenAI, Inc. is acquired. - H100 rental price falls to $1.00 or lower for five consecutive days, as shown on the SiliconData Silicon Index at: https://www.silicondata.com/products/silicon-index. - Major AI Hardware Supplier Collapse: Taiwan Semiconductor Manufacturing Company Limited (TSM), ASML Holding N.V. (ASML), Broadcom Inc. (AVGO), Arista Networks, Inc. (ANET), or Super Micro Computer, Inc. (SMCI), closing stock price is down 50% from its all-time high. This market may resolve immediately once three conditions have been met within 90 days of the specified timeframe. This market will not resolve to "Yes" until three conditions have been met, regardless of reporting of an industry downturn or similar claims. The primary resolution source will be official information from the respective companies and listing exchanges; however, a consensus of credible reporting will also be used.

Evidence receipts

Timestamped alerts and their measured outcomes; losses and unavailable checks remain visible

LARGE FLOWBUY NO@ 92.5¢1d ago
15m STALLED -0.4pp1h STALLED -0.3pp6h STALLED -0.1pp24h STALLED -0.2pp

Outcome Price History

Executable orderbook · both outcomes
Loading executable orderbook…

Signals Trend

Market Analytics

LifecycleCanonical market state overrides the analytics stage after resolution. discovery/climax/resolving describe open-market analytics only; resolved/void are terminal states.climax

Signed Order Flow

Directional flow: positive values favor YES; negative values favor NO. Only trades with known BUY/SELL action are included.
1hYES · $0
6hNO · $7.7K
24hNO · $8.0K

YES price VWAP

Volume-weighted YES price. NO fills are converted to the complementary YES probability before aggregation. Distance from VWAP is displacement, not an overbought/oversold signal.
Current8.35¢
VWAP 24h8.45¢▼ below by 0.1pp
VWAP 7d8.81¢
Largest observed holdersActual token balances from Polymarket's holders endpoint. Coverage is limited to the top 20 holders per outcome; percentages are within the reported sample, not total supply.

Largest holders

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YES price Volume Profile · tracked 30d

95¢
$0
90¢
$0
85¢
$0
80¢
$0
75¢
$0
70¢
$0
65¢
$0
60¢
$0
55¢
$0
50¢
$0
45¢
$0
40¢
$0
35¢
$0
30¢
$0
25¢
$0
20¢
$0
15¢
$0
10¢
$5.5K
5¢
← now
$47.6K
0¢
$0

VPOC = 5¢ · highlighted bar = current price · blue bar = VPOC

Observed net position building

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Observed Tape · BUY/SELL shown outcome · retained 30dupdated less than a minute ago
Loading trades…
🐋 Large Trades$10,000+ · retained 30dBUY/SELL shown outcomeΔ now
BUYNO$10.9K@ 91.28¢
BMM-10xdf1c…2ebb
🐋—about 3 hours ago
BUYNO$14.6K@ 91.4¢
MisTKy0x35bb…009b
🐋—1 day ago

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Observed whale buys · 7d

Aggregated BUY fills of $10K+ per wallet and outcome

MisTKyNo$19.4K
BUY VWAP 91.53¢·2 fills
BMM-1No$10.9K
BUY VWAP 91.28¢·1 fill

Observed BUY activity; current holdings and position change may be unconfirmed.