AI consensus leaned YES with MODERATE conviction (4 of 6 models). Outcome went the other way: NO won.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | NO | 15c |
70%
|
|
| PIN Model | NO | 33c |
34%
|
|
| Compound Signal | NO | 24c |
52%
|
|
| Claude Analysis | NO | 9c |
82%
|
|
| DeepSeek Quant | NO | 15c |
78%
|
|
| Gemini Flash | NO | 24c |
70%
|
|
| Kimi Macro | NO | 76c |
65%
|
Aggregate fair-value estimate: 28c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
We tracked 8 wallets with positions above $1K on this market. 8 market makers are providing $167K in liquidity, primarily on YES. NO wallets entered between 35c–69c.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xbacd..35 | MM | YES | $68.3K | +16% | |
| 0x44c1..c1 +591% | MM | NO | $42.8K | +30% | |
| 0x162f..8d | MM | YES | $27.1K | +39% | |
| 0x7c3d..6b +72% | MM | YES | $13.0K | +10% | |
| 0xe25b..1b | MM | YES | $6.8K | -4% | |
| 0x6bab..92 ★ | MM | YES | $5.8K | +8% | |
| 0xde7b..4b | MM | YES | $2.0K | +82% | |
| 0xd48a..90 | MM | NO | $1.3K | -34% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$43,037 on $167.1K capital deployed (avg -25.8%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 55c | $12.4M | 0c | |
| AI Consensus | 28c | — | ✓ matched |