AI consensus leaned NO with MODERATE conviction — 6 of 7 models agreed. Outcome confirmed: NO won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | NO | 28c |
44%
|
|
| Compound Signal | NO | 29c |
42%
|
|
| Claude Analysis | NO | 6c |
88%
|
|
| DeepSeek Quant | NO | 14c |
75%
|
|
| Gemini Flash | NO | 15c |
70%
|
|
| Kimi Macro | NO | 14c |
60%
|
Aggregate fair-value estimate: 18c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money positioning is dominantly NO-skewed, signaling low conviction that a US-Iran nuclear deal materializes by May 31. The lone YES entry near current price suggests a small speculative tail bet rather than informed accumulation, reinforcing the bearish base case.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xbacd..35 | MM | YES | $10.6K | -16% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$10,615 on $10.6K capital deployed (avg -100.0%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 14c | $6.9M | 0c | |
| AI Consensus | 18c | — | ✓ matched |