SHORT.AI> AI BUBBLE HDGE
MARKET BRIEFING · BUUBLEHEDGE.MP4 VID <GO> Page 1/1
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LIVE FEED SHORT.AI · BRIEFING 00:00 / --:--
AI BUBBLE EXPLORE ↗
HEDGE INTELLIGENCE TERMINAL · BUILD 1.0

THE AI BUBBLE
IS PRICED IN_

Real-time signals from search interest, social mentions, and prediction markets — fused into a Bloomberg-style terminal for hedging the AI bubble before the consensus catches up. Connect Phantom, load the basket, run the trade.

THE NARRATIVE WHY <GO> Page 1/1
THE BEAR CASE · IN THREE BEATS

THE MARKET IS RHYMING WITH 1999.
THE TRADE IS PRICING IT.

Three independent signals — search, social, and prediction-market — all turned vertical in the last 90 days. The bear thesis isn't fringe anymore; it's just not in the price yet.

01 · THE RHYME

'99 setup, not '97

Dalio pegs AI euphoria at ~80% of the 1929 / dot-com peak. Mag-7 carries the index; breadth is rotting underneath. The strategist debate has already shifted from "how high" to "which year."

DALIO · BURRY · FORTUNE
02 · THE MISSING ROI

Demos no longer fund

MIT: 95% of enterprise GenAI pilots failed to turn a profit. VCs branding 2026 "the year of ROI." Hyperscaler capex is now compounding faster than the revenue it's supposed to enable.

MIT · CNBC · TERM SHEET
03 · THE PRICING

Markets see the tail

"AI bubble" search interest 0 → 100 in 3 months. Polymarket gives a 24% chance the bubble bursts by Dec '26 — 3× the implied odds of mid-2025. The tail risk is being priced.

GOOGLE TRENDS · POLYMARKET
THE SIGNALS · BUBBLE EUPHORIA 80/100 SIG <GO> Page 1/2
VALUENEUTRALMANIA
80/100 DOT-COM 1999 ZONE
LIVE
SIG · 01 SEARCH INTEREST · "AI BUBBLE"
46 /100 ▼ FROM 100 PEAK
'22 '23 '24 '25 '26 100 50

0 → 100 in 3 months. "AI bubble" was statistical noise for five years. In Q4 '25 it went vertical — the moment the question shifts from "how high" to "when does it unwind."

GOOGLE TRENDS OPEN ↗
LIVE
SIG · 02 PREDICTION MARKET · BURST BY '26
24 % YES ▼ 9% (7D)
JUL'25 OCT JAN'26 MAY 50% 25%
YES25.0¢
NO77.7¢
VOL$2.85M

Real money pricing the question. 24% probability the AI bubble bursts by Dec '26 — down 9% this week. Smart money pricing "it keeps going" — but the tail risk has tripled since mid-'25.

POLYMARKET OPEN ↗

BUILD YOUR HEDGE FOLIO NOW!

Live prices, 6 hedge instruments, full order ticket. Connect Phantom and start hedging the AI mania — the trade and the thesis behind it.

BASKET LOADED ▸ SARK · SQQQ · REK · XLE · GLD · BTAL
▸ LAUNCH TERMINAL<GO>

Demo. Orders simulated; not executed on-chain or via any regulated venue. Prices indicative. Not investment advice.

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