AI consensus leaned NO with STRONG conviction — 7 of 8 models agreed. Outcome confirmed: NO won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | NO | 3c |
94%
|
|
| PIN Model | NO | 2c |
96%
|
|
| Compound Signal | NO | 15c |
70%
|
|
| DeepSeek Quant | NO | 8c |
85%
|
|
| Gemini Flash | YES | 60c |
70%
|
|
| Kimi Macro | NO | 7c |
93%
|
Aggregate fair-value estimate: 16c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
We tracked 6 wallets with positions above $1K on this market. 6 market makers are providing $15K in liquidity, primarily on NO. NO wallets entered between 69c–96c.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x94eb..e6 | MM | NO | $4.7K | -1% | |
| 0x5cd5..33 ★ | MM | NO | $3.7K | +3% | |
| 0x0845..6f | MM | NO | $2.1K | +31% | |
| 0xdd8e..23 | MM | NO | $1.6K | +14% | |
| 0x47ab..df | MM | NO | $1.4K | +31% | |
| 0xbacd..35 | MM | YES | $1.1K | -76% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: +$1,455 on $14.7K capital deployed (avg +9.9%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 6c | $5.7M | 0c | |
| AI Consensus | 16c | — | ✓ matched |