AI consensus leaned NO with MODERATE conviction — 6 of 7 models agreed. Outcome confirmed: NO won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | NO | 3c |
94%
|
|
| Compound Signal | NO | 26c |
48%
|
|
| Claude Analysis | NO | 3c |
95%
|
|
| DeepSeek Quant | NO | 6c |
85%
|
|
| Gemini Flash | NO | 15c |
70%
|
|
| Kimi Macro | NO | 6c |
94%
|
Aggregate fair-value estimate: 10c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money is unanimously short: both tracked wallets sit on the NO side at 86c and zero have backed YES at current levels. The 14c YES entries look like early speculative bets that were faded by conviction NO positioning, signaling tracked flow expects no enrichment deal before May 31.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xd48a..90 | MM | NO | $19.3K | +8% | |
| 0xbacd..35 | MM | YES | $6.6K | -68% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$3,464 on $25.9K capital deployed (avg -13.4%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 6c | $1.6M | 0c | |
| AI Consensus | 10c | — | ✓ matched |