🚨 AI Bubble Risk: 13% Chance of Popping in 2026


Prediction markets (Polymarket) are currently pricing in a 13% probability that the AI bubble bursts by the end of 2026.
Huge investments keep flowing, but some see signs of overheating.
Boom or bust ahead?
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GateUser-673fb6fa
· 16m ago
13% sounds not very high, but it already looks a bit eye-catching in the market.
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0xLateDinner
· 3h ago
Polymarket's probabilities are more like a sentiment thermometer; whether it truly explodes or not depends on cash flow and real-world implementation.
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PerpWhisperer
· 3h ago
Don't forget, AI is a capex monster with a long payback period. If the earnings report falls short of expectations, the valuation will be cut.
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SudoSmiles
· 3h ago
13% is okay, indicating that most people still have a bullish outlook, but they are also starting to price in the "black swan."
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ForkMoment
· 3h ago
Prediction markets are interesting, but the sample size is small and the volatility is high; they can be used as a reference, but not as an investment basis.
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ForgotEverythingAfterMinting
· 3h ago
If it crashes, it might actually lead to a liquidity drain in the crypto space, causing the clones to kneel first.
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SudoSoul
· 3h ago
I actually think it’s more like differentiation: in the computing power/data/application chain, the application side may be the easiest to be squeezed by bubbles.
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Paper-SculptedOctopusNight
· 3h ago
It's now as hot as the L1 narrative of 2021, user numbers haven't kept up, and valuations have skyrocketed.
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RektRecoveryCoach
· 3h ago
The real risk is "expecting too much": as long as the growth doesn't follow the steep curve imagined, the market will treat it as a bubble burst.
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GateUser-e623ef4b
· 3h ago
Foam is normal; this is how it is in the early stages of a technological revolution. The key is not to all-in on high-valuation chips.
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