AI verdict was HOLD — no directional call. Market resolved NO at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | NO | 4c |
92%
|
|
| PIN Model | NO | 2c |
96%
|
|
| Compound Signal | NO | 16c |
68%
|
|
| Claude Analysis | NO | 5c |
82%
|
|
| DeepSeek Quant | NO | 5c |
78%
|
|
| Gemini Flash | NO | 15c |
70%
|
|
| Kimi Macro | NO | 7c |
93%
|
Aggregate fair-value estimate: 8c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
All three tracked wallets positioned NO at high conviction prices (77c-87c), signaling early belief that Khamenei remains in place through June 30. Smart money entered when the market still priced meaningful regime-change risk and has been validated as that premium collapsed to 7c — consistent with a structural NO thesis rather than a tactical fade.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x5cd5..33 ★ | Retail | NO | $17.4K | +2% | |
| 0xbacd..35 | MM | NO | $4.9K | +10% | |
| 0x69aa..47 | MM | NO | $3.0K | -2% | |
| 0x12d6..a8 | MM | NO | $1.5K | -2% | |
| 0x0845..6f | MM | NO | $1.5K | +14% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: +$2,850 on $28.3K capital deployed (avg +10.1%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 6c | $4.4M | 0c | |
| AI Consensus | 8c | — | ✓ matched |