AI consensus leaned NO with MODERATE conviction — 8 of 8 models agreed. Outcome confirmed: NO won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | NO | 4c |
92%
|
|
| PIN Model | NO | 4c |
92%
|
|
| Compound Signal | NO | 26c |
48%
|
|
| Claude Analysis | NO | 5c |
85%
|
|
| DeepSeek Quant | NO | 6c |
78%
|
|
| Grok Contrarian | NO | 12c |
68%
|
|
| Gemini Flash | NO | 8c |
85%
|
|
| Kimi Macro | NO | 5c |
82%
|
Aggregate fair-value estimate: 9c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
The single tracked wallet is positioned exclusively on NO at 90c, signaling conviction that Houthi forces will not enter Aden by September 30, 2026. This one-sided smart-money posture reinforces the bearish YES case and suggests no credible accumulation of YES exposure at current levels.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x5cd5..33 ★ | Retail | NO | $2.8K | +4% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: +$299 on $2.8K capital deployed (avg +10.5%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 6c | $180.3K | 0c | |
| AI Consensus | 9c | — | ✓ matched |