AI verdict was HOLD — no directional call. Market resolved NO at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | NO | 10c |
80%
|
|
| PIN Model | YES | 55c |
10%
|
|
| Compound Signal | NO | 36c |
28%
|
|
| DeepSeek Quant | NO | 10c |
75%
|
|
| Grok Contrarian | NO | 10c |
75%
|
|
| Gemini Flash | NO | 25c |
70%
|
|
| Kimi Macro | NO | 82c |
60%
|
Aggregate fair-value estimate: 33c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
We tracked 9 wallets with positions above $1K on this market. 8 market makers are providing $330K in liquidity, primarily on NO. YES wallets entered between 23c–29c.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xbacd..35 | MM | YES | $226.5K | -40% | |
| 0x24c8..e1 | MM | NO | $46.9K | +4% | |
| 0x6bab..92 | MM | YES | $22.7K | -24% | |
| 0x12d6..a8 | MM | NO | $10.8K | +16% | |
| 0xde7b..4b +566% | MM | NO | $10.6K | +20% | |
| 0xeec5..fe ★ | Retail | NO | $9.7K | +3% | |
| 0x7c3d..6b | MM | YES | $6.8K | -36% | |
| 0xd48a..90 ★ | MM | NO | $3.9K | -6% | |
| 0x5cd5..33 | MM | NO | $1.7K | -10% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$231,580 on $339.6K capital deployed (avg -68.2%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 18c | $26.1M | 0c | |
| AI Consensus | 33c | — | ✓ matched |