AI consensus leaned NO with MODERATE conviction — 5 of 5 models agreed. Outcome confirmed: NO won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | NO | 3c |
94%
|
|
| Compound Signal | NO | 27c |
46%
|
|
| Claude Analysis | NO | 9c |
82%
|
|
| DeepSeek Quant | NO | 12c |
78%
|
|
| Grok Contrarian | NO | 22c |
61%
|
|
| Gemini Flash | NO | 12c |
85%
|
Aggregate fair-value estimate: 14c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money is decisively positioned on NO, with every tracked NO wallet profitable and entries spanning a wide 55c-89c band that signals sustained, repeated conviction rather than a single opportunistic bet. The YES side looks like cheap lottery-ticket speculation at sub-11c, not informed accumulation. The tracked flow points to Hormuz traffic NOT normalizing by September 30 — the durable edge remains status-quo NO.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xa52b..80 | MM | NO | $94.0K | +6% | |
| 0x0c0e..4e | MM | NO | $77.1K | +8% | |
| 0x47ab..df | MM | NO | $30.8K | +6% | |
| 0x2e0b..70 | MM | NO | $24.5K | +7% | |
| 0x0845..6f | MM | NO | $8.1K | +33% | |
| 0x162f..8d | MM | YES | $2.3K | -50% | |
| 0xeec5..fe | Retail | NO | $1.6K | +72% | |
| 0x22db..0f | Retail | NO | $1.4K | +24% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: +$33,870 on $239.8K capital deployed (avg +14.1%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 6c | $12.3M | 0c | |
| AI Consensus | 14c | — | ✓ matched |