AI bubble burst in 2026?

Updated 6h ago

How to read the numbers

Implied / market-implied YES

The probability of YES implied by current traded prices (mid or last). It is what participants are paying for, not a claim about real-world odds.

Model estimate

A rule-based heuristic from the signal engine when a rule sets one, not a black-box forecast. Some signals only describe liquidity or spreads and may show no model estimate.

Edge / gap

The difference between the model estimate and market-implied, in percentage points (model minus market for YES). Filters may use “largest gap.” This is informational only-not trading advice or guaranteed advantage.

Stance (above / below / near estimate)

Compares market-implied to the model estimate when both exist. Labels are not buy or sell recommendations.

Confidence

A simple UI clarity label for signals (not a prediction). It summarizes the signal’s own magnitude/quality metrics into one of: Low, Mid-low, Mid, Mid-high, or High.

Volume

Reported trading activity for the market, for context on size and liquidity.

Change & sparklines

Movement in market-implied YES over the window labeled on the card-often 24h where data allows.

Signals

Rule-based flags from ingested public data. They are not trade recommendations.

More detail in Methodology.

Business · market-implied 23.0%

PolymarketVolume ~2,238,303.318← All markets

Recent price

23.0%

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.

Market summary

This market is currently priced at 23.0%, while BinaryStreaks estimates fair value at 23.0%, indicating a possible 0.0 percentage point difference.

Why this is flagged: Δ6h -5.7 pts · Δ24h -3.0 pts (same direction)

What this means

  • This may indicate the market is repricing new information, or reacting to liquidity and order flow.
  • Signals are informational only and not trading advice.
  • BinaryStreaks uses public market data and deterministic, rule-based analysis.

Execution

YES

Best bid (sell)
22¢
Best ask (buy)
24¢
Spread
Midpoint
23¢
Depth (top level)
bid 45 · ask 73.93

NO

Best bid (sell)
76¢
Best ask (buy)
78¢
Spread
Midpoint
77¢
Depth (top level)
bid 73.93 · ask 45