AI consensus leaned NO with MODERATE conviction (5 of 6 models). Outcome went the other way: YES won.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | NO | 4c |
92%
|
|
| Compound Signal | NO | 26c |
48%
|
|
| DeepSeek Quant | NO | 8c |
85%
|
|
| Grok Contrarian | YES | 18c |
60%
|
|
| Gemini Flash | NO | 15c |
70%
|
|
| Kimi Macro | NO | 8c |
92%
|
Aggregate fair-value estimate: 13c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
We tracked 5 wallets with positions above $1K on this market. 5 market makers are providing $85K in liquidity, primarily on NO. NO wallets entered between 76c–89c.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xbacd..35 | MM | NO | $41.2K | +3% | |
| 0x12d6..a8 | MM | NO | $18.7K | +23% | |
| 0xde7b..4b | MM | YES | $16.4K | -27% | |
| 0xc658..84 | MM | YES | $5.0K | -31% | |
| 0x0c0e..4e | MM | NO | $3.8K | +5% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$156,917 on $85.1K capital deployed (avg +184.4%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 6c | $60.7M | 100c | |
| AI Consensus | 13c | — | × missed |