AI consensus leaned NO with STRONG conviction — 5 of 6 models agreed. Outcome confirmed: NO won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | NO | 3c |
94%
|
|
| PIN Model | NO | 2c |
96%
|
|
| Compound Signal | NO | 15c |
70%
|
|
| Claude Analysis | NO | 4c |
88%
|
|
| DeepSeek Quant | NO | 3c |
82%
|
|
| Gemini Flash | NO | 15c |
70%
|
|
| Kimi Macro | NO | 7c |
93%
|
Aggregate fair-value estimate: 7c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money positioning is overwhelmingly NO-dominant: seven tracked wallets entered NO at 87-96c, treating the outcome as a near-certain fade with no meaningful YES conviction. The 9c YES entries read as cheap lottery tickets, not directional alpha. Wallet behavior signals US obtaining Iranian enriched uranium by June 30 is priced as structurally implausible.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x0c0e..4e | MM | NO | $101.8K | 0% | |
| 0xc021..a8 ★ | MM | NO | $12.5K | +5% | |
| 0xbacd..35 | MM | NO | $11.8K | +8% | |
| 0x2e0b..70 | MM | NO | $7.9K | 0% | |
| 0xde7b..4b | MM | YES | $2.2K | -42% | |
| 0x5cd5..33 ★ | Retail | NO | $2.0K | +8% | |
| 0x22db..0f | Retail | NO | $1.9K | -2% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: +$7,301 on $140.1K capital deployed (avg +5.2%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 6c | $4.5M | 0c | |
| AI Consensus | 7c | — | ✓ matched |