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 | 14c |
72%
|
|
| Compound Signal | NO | 26c |
48%
|
|
| Claude Analysis | NO | 3c |
95%
|
|
| DeepSeek Quant | NO | 8c |
72%
|
|
| Gemini Flash | NO | 20c |
65%
|
|
| Kimi Macro | NO | 7c |
90%
|
Aggregate fair-value estimate: 13c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money took small YES positions at 11-12c betting on a diplomatic surprise, but the 40-45% drawdown without any NO tracking suggests this was speculative convexity, not conviction. The dominant NO flow without tracked alpha participation indicates the market consensus (Iran won't surrender uranium by May 31) is driven by retail/structural sellers rather than informed positioning.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xbacd..35 | MM | YES | $4.6K | -29% | |
| 0xde7b..4b | MM | YES | $2.3K | -40% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$6,882 on $6.9K capital deployed (avg -100.0%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 7c | $5.0M | 0c | |
| AI Consensus | 13c | — | ✓ matched |