AI consensus leaned NO with STRONG conviction — 5 of 6 models agreed. Outcome confirmed: NO won 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 |
85%
|
|
| Gemini Flash | NO | 15c |
70%
|
|
| Kimi Macro | NO | 8c |
92%
|
Aggregate fair-value estimate: 8c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money is unanimously short the ceasefire, with all three tracked wallets sitting on NO at 90c+ averages and zero conviction buyers stepping in at 8c. The one-sided positioning signals high confidence that the deadline expires without a deal — the remaining 8c reflects tail risk, not genuine smart-money disagreement.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x5cd5..33 ★ | MM | NO | $21.2K | +2% | |
| 0xa52b..80 | MM | NO | $13.5K | +2% | |
| 0xc021..a8 ★ | MM | NO | $10.0K | +5% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: +$3,774 on $44.6K capital deployed (avg +8.5%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 6c | $1.7M | 0c | |
| AI Consensus | 8c | — | ✓ matched |