AI consensus leaned YES with MODERATE conviction — 3 of 6 models agreed. Outcome confirmed: YES won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | YES | 86c |
72%
|
|
| Compound Signal | YES | 63c |
26%
|
|
| Claude Analysis | YES | 72c |
55%
|
|
| DeepSeek Quant | YES | 74c |
65%
|
|
| Kimi Macro | YES | 74c |
70%
|
Aggregate fair-value estimate: 74c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
Smart money is decisively long: YES dominates entry flow across a tight 62-73c band, signaling conviction accumulation rather than speculative tail bets, while the lone NO cohort is stranded at 48c with no follow-through buyers. The pattern — concentrated YES entries near current price plus underwater NO — points to continued drift toward deal-likely pricing absent a hard diplomatic break.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x162f..8d | MM | YES | $12.7K | +36% | |
| 0x0845..6f | MM | YES | $2.5K | +21% | |
| 0xbacd..35 | MM | YES | $2.2K | +12% | |
| 0xeec5..fe | Retail | YES | $1.9K | +28% | |
| 0x5cd5..33 ★ | Retail | YES | $1.1K | +17% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$9,958 on $20.5K capital deployed (avg +48.6%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 94c | $2.3M | 100c | |
| AI Consensus | 74c | — | ✓ matched |