AI consensus leaned YES with MODERATE conviction — 2 of 6 models agreed. Direction was issued as HOLD because edge was insufficient at verdict time. Outcome confirmed: YES won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | YES | 96c |
92%
|
|
| Compound Signal | YES | 75c |
50%
|
|
| DeepSeek Quant | YES | 93c |
72%
|
|
| Grok Contrarian | NO | 62c |
41%
|
|
| Gemini Flash | YES | 92c |
90%
|
|
| Kimi Macro | YES | 92c |
78%
|
|
| Claude Analysis | ??? | — |
0%
|
Aggregate fair-value estimate: 85c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
All 8 tracked wallets are positioned on the dominant YES side, with entries spanning 72c-94c indicating accumulation across the rally rather than a single late chase. The lack of any profitable NO entries signals smart money has not faded the ceasefire thesis, and the 72c-94c entry band implies conviction that continuation through October 31 remains the base case.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xfcf2..69 | Smart | NO | $1.3K | -107% | |
| 0x12d6..a8 | Retail | YES | $103.4K | +22% | |
| 0x0c0e..4e +739% | MM | YES | $28.8K | +1% | |
| 0x7c3d..6b | MM | YES | $28.0K | +26% | |
| 0x4337..82 | MM | YES | $2.2K | -10% | |
| 0x55b4..ea | MM | NO | $2.1K | -75% | |
| 0xeec5..fe | Retail | YES | $2.0K | +32% | |
| 0x162f..8d | MM | YES | $1.9K | -33% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$45,088 on $169.6K capital deployed (avg +26.6%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 94c | $11.9M | 100c | |
| AI Consensus | 85c | — | ✓ matched |