AI consensus leaned YES with MODERATE conviction (5 of 6 models). Outcome went the other way: NO won.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | YES | 83c |
66%
|
|
| Compound Signal | YES | 62c |
24%
|
|
| Claude Analysis | YES | 72c |
55%
|
|
| DeepSeek Quant | YES | 72c |
65%
|
|
| Grok Contrarian | NO | 35c |
70%
|
|
| Kimi Macro | YES | 68c |
72%
|
Aggregate fair-value estimate: 65c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money is bifurcated — YES entries clustered at 64-72c show directional bets on diplomatic progress, but NO positions loaded aggressively at 26c reveal conviction that the April 22 deadline won't hold. The tight 6c YES entry range vs deep NO discount positioning tilts smart-money edge toward resolution failure.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x7c3d..6b +51% | MM | YES | $4.0K | -4% | |
| 0x5188..04 | MM | YES | $2.9K | +5% | |
| 0x24c8..e1 | MM | NO | $1.3K | +4% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$3,185 on $8.1K capital deployed (avg -39.3%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 73c | $2.8M | 0c | |
| AI Consensus | 65c | — | × missed |