AI consensus leaned NO with STRONG conviction (7 of 7 models). Outcome went the other way: YES won.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | NO | 31c |
38%
|
|
| Compound Signal | NO | 35c |
30%
|
|
| DeepSeek Quant | NO | 22c |
78%
|
|
| Grok Contrarian | YES | 40c |
60%
|
|
| Gemini Flash | NO | 28c |
70%
|
|
| Kimi Macro | NO | 74c |
65%
|
Aggregate fair-value estimate: 38c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
We tracked 7 wallets with positions above $1K on this market. 7 market makers are providing $138K in liquidity, primarily on NO. NO wallets entered between 49c–69c.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xde7b..4b | MM | YES | $64.4K | -16% | |
| 0xbacd..35 | MM | NO | $38.7K | +7% | |
| 0xc658..84 | MM | YES | $14.9K | -42% | |
| 0xd5cc..a4 | MM | YES | $10.1K | -33% | |
| 0x7c3d..6b | MM | NO | $4.7K | +28% | |
| 0x843a..70 | MM | NO | $3.0K | +52% | |
| 0xd48a..90 | MM | NO | $2.2K | +5% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$117,468 on $137.9K capital deployed (avg +85.2%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 26c | $14.5M | 100c | |
| AI Consensus | 38c | — | × missed |