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最懂AI的竟是赌徒?两个月狂赚220万美元,AI已下场收割预测市场
Sou Hu Cai Jing· 2026-01-01 01:35
Core Viewpoint - The article discusses how gamblers on the Polymarket prediction platform have become more adept at predicting AI trends than traditional experts, with some individuals earning significant profits through accurate predictions related to AI developments [1][2]. Group 1: Polymarket Overview - Polymarket is a controversial prediction platform in the cryptocurrency space where users can bet on a wide range of events, from cryptocurrency prices to celebrity news, with a simple binary outcome of "YES" or "NO" [1]. - The platform operates on a straightforward rule where the price of a contract fluctuates between $0.01 and $1, reflecting the market's judgment on the probability of an event occurring [1]. - Data from Dune Analytics indicates that only 16.7% of users are profitable, suggesting that the majority of participants are losing money [1]. Group 2: AI-Focused Gamblers - A subset of users on Polymarket has emerged, focusing exclusively on AI-related predictions, such as the release dates of Google models and OpenAI hardware, outperforming Wall Street analysts and tech media in understanding AI trends [2]. - Notable players include a user identified as 0xafEe, who earned $920,000 over a year by accurately predicting events related to Google AI models, including a profit of over $150,000 from a single prediction [2]. Group 3: AI Participation - AI has also entered the prediction space, with automated accounts on Polymarket achieving remarkable success; one AI account, ilovecircle, made $2.2 million in just two months with a 74% win rate [7]. - These AI accounts utilize neural networks to monitor global information, including news and social media sentiment, allowing them to make rapid predictions based on real-time data [8]. Group 4: Market Trends and Predictions - Recent predictions on Polymarket indicate that nearly 90% of participants expect the release of Google’s Gemini 3.0, with 79% pinpointing November 18 as the likely date [6]. - The introduction of AI tools like Polymarket Agents and Polyseer has shown to enhance prediction accuracy by 30-50% compared to traditional methods, indicating a growing trend towards AI integration in market predictions [10].