AI consensus leaned NO with MODERATE conviction (3 of 6 models). Outcome went the other way: YES won.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | NO | 47c |
6%
|
|
| Compound Signal | NO | 46c |
8%
|
|
| Claude Analysis | NO | 32c |
65%
|
|
| DeepSeek Quant | NO | 38c |
72%
|
|
| Grok Contrarian | NO | 25c |
70%
|
|
| Gemini Flash | ??? | 52c |
65%
|
|
| Kimi Macro | NO | 54c |
70%
|
Aggregate fair-value estimate: 42c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
Smart money skewed NO at deep discounts (23c) versus YES paying premium (75c), signaling tracked wallets faded the headline optimism around a June 30 ceasefire. The 23c NO entries imply conviction that military operations persist past the deadline, with current 46c pricing still leaving structural upside for the NO thesis.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xbacd..35 | MM | NO | $10.1K | +64% | |
| 0x5188..04 | MM | YES | $3.3K | -28% | |
| 0xfcf2..69 | Retail | NO | $2.3K | +102% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: -$11,357 on $15.7K capital deployed (avg -72.1%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 54c | $3.7M | 100c | |
| AI Consensus | 42c | — | × missed |