Skip to content
PolyConsensus
Back to Markets

US Government removes public access to a major Chinese AI model in 2026?

7 of 11 top Polymarket traders hold No (64%) · No at 84¢ · $5K held · ends Jan 1, 2027

Yes16¢No84¢Ends Fri, Jan 1, 2027View on Polymarket
SIGNAL

⚖️

Neutral

No

Consensus Traders

11

No 64%

Total Value

$5.4K

Combined PnL

$684.89

Smart Money Entry

71.1¢ → 84¢

+18% since entry · 6 traders

Research grade

NeutralNo at 84%

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 %).

  • 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

No

7 of 11 top traders (64%)4 hold an outcome priced under 50%3 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes16%
No84%

Smart Money Breakdown by Outcome

No7 traders
Total Value$4.4K
Total Shares5,184
Combined PnL+$500.28
Yes4 traders
Total Value$1.0K
Total Shares6,372
Combined PnL+$184.61
No — 64%Yes — 36%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

7 traders

Top 2 hold 68%

Freshness

Late

1999h old

Flip Quality

Choppy

10 consensus flips

Breadth vs concentrationBalanced

64% of non-arb traders are on No. Concentration is driven by the top two positions owning 68% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
whaleNo 100% · 4
Aligned
sharpNo 100% · 3
Aligned
ctrYes 80% · 5
Diverging
Hand-pickedNo 60% · 5
Aligned
Top 1000No 71% · 7
Aligned

Chat

Sign in with your wallet to post.

EV Calculator

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

Break-even chance85.5%

84.0¢ price + 1.0¢ spread + 0.5¢ fee (Politics 4%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$16.95
Max Loss
-$100.00
Shares
116.9

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
0x194fbdfd...546bfc
Slug
us-government-removes-public-access-to-a-major-chinese-ai-model-in-2026-20260703203328223
Trade on Polymarket