AI verdict was HOLD — no directional call. Market resolved YES at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | YES | 89c |
78%
|
|
| PIN Model | YES | 98c |
96%
|
|
| Compound Signal | YES | 70c |
40%
|
|
| Claude Analysis | NO | 35c |
55%
|
|
| DeepSeek Quant | YES | 86c |
72%
|
|
| Grok Contrarian | NO | 15c |
70%
|
|
| Gemini Flash | YES | 88c |
75%
|
|
| Kimi Macro | YES | 90c |
75%
|
Aggregate fair-value estimate: 71c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
Despite NO being the dominant side by count, the price action and P&L distribution reveal that capital conviction sits with YES — entries clustered at 83c-99c suggest wallets accepted thin edge for high-probability resolution. NO wallets bought the tail at 3c-15c as cheap optionality, but the 25% profit rate signals that bet has largely failed; smart money is positioned for YES resolution.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x44c1..c1 | MM | YES | $238.8K | +12% | |
| 0x5188..04 | MM | NO | $11.6K | +36% | |
| 0x6bab..92 ★ | MM | NO | $8.6K | -1% | |
| 0xbacd..35 | MM | NO | $7.5K | -102% | |
| 0xc021..a8 ★ | MM | YES | $3.8K | -5% | |
| 0xe25b..1b | MM | NO | $2.1K | -51% | |
| 0xc408..75 | MM | YES | $2.0K | +7% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$10,769 on $274.2K capital deployed (avg +3.9%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 94c | $13.9M | 100c | |
| AI Consensus | 71c | — | ✓ matched |