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 | 27c |
46%
|
|
| Claude Analysis | NO | 7c |
88%
|
|
| DeepSeek Quant | NO | 8c |
82%
|
|
| Gemini Flash | NO | 25c |
70%
|
|
| Kimi Macro | NO | 10c |
70%
|
Aggregate fair-value estimate: 13c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money is overwhelmingly positioned NO at 84-94c, signaling deep conviction that Iran will not close its airspace by May 15. The thin YES book at 8c reads as cheap optionality rather than directional thesis, leaving NO as the dominant smart-money read and 10c as a fading tail bet.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xbacd..35 | MM | NO | $27.9K | -4% | |
| 0xde7b..4b | MM | YES | $6.6K | +15% | |
| 0x7c3d..6b | MM | NO | $6.3K | +8% | |
| 0xd48a..90 | MM | NO | $5.2K | +4% | |
| 0x24c8..e1 | MM | NO | $3.2K | +1% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$2,467 on $49.2K capital deployed (avg -5.0%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 10c | $3.4M | 0c | |
| AI Consensus | 13c | — | ✓ matched |