AI consensus leaned YES with MODERATE conviction (3 of 5 models). Outcome went the other way: NO won.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | YES | 75c |
50%
|
|
| Compound Signal | NO | 38c |
24%
|
|
| DeepSeek Quant | NO | 14c |
68%
|
|
| Grok Contrarian | NO | 12c |
68%
|
|
| Gemini Flash | NO | 25c |
70%
|
|
| Kimi Macro | NO | 15c |
72%
|
|
| Claude Analysis | ??? | — |
0%
|
Aggregate fair-value estimate: 30c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Tracked wallets are concentrated on YES with entries clustered at 12c-16c, signaling conviction that the market underpriced a NATO-Russia clash scenario. The absence of profitable NO entries suggests bears entered late at 84c and are now trapped, reinforcing the dominant YES positioning. Smart-money direction reads bullish for YES, with the low-entry cohort likely to hold or add rather than capitulate.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x0845..6f | MM | YES | $8.1K | +50% | |
| 0x44c1..c1 | MM | YES | $6.8K | +19% | |
| 0x7c3d..6b +102% | MM | YES | $4.5K | +26% | |
| 0x162f..8d | MM | NO | $3.8K | -3% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$18,650 on $23.2K capital deployed (avg -80.3%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 19c | $4.5M | 0c | |
| AI Consensus | 30c | — | ✓ matched |