AI verdict was HOLD — no directional call. Market resolved YES at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | YES | 98c |
96%
|
|
| Compound Signal | NO | 49c |
2%
|
|
| Claude Analysis | NO | 32c |
55%
|
|
| DeepSeek Quant | YES | 74c |
65%
|
|
| Kimi Macro | YES | 74c |
80%
|
Aggregate fair-value estimate: 65c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
A single tier wallet established YES at 34c, well below current pricing, signaling early conviction that deal odds were materially underpriced. The clean accumulation at deep discount and absence of NO positioning suggests smart money leans toward deal optionality holding through July, though one-wallet depth limits signal strength.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x162f..8d | MM | YES | $2.2K | +134% | |
| 0xbacd..35 | MM | YES | $1.8K | +28% | |
| 0x0845..6f | MM | YES | $1.3K | +39% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$6,503 on $5.3K capital deployed (avg +121.8%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 80c | $399.4K | 100c | |
| AI Consensus | 65c | — | ✓ matched |