AI consensus leaned YES with MODERATE conviction — 6 of 7 models agreed. Outcome confirmed: YES won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | YES | 95c |
90%
|
|
| PIN Model | YES | 98c |
96%
|
|
| Compound Signal | YES | 68c |
36%
|
|
| Claude Analysis | YES | 92c |
70%
|
|
| DeepSeek Quant | YES | 95c |
85%
|
|
| Grok Contrarian | NO | 35c |
70%
|
|
| Gemini Flash | YES | 88c |
75%
|
|
| Kimi Macro | YES | 95c |
90%
|
Aggregate fair-value estimate: 83c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
The 87c entry signals smart money treating Anthropic's lead as already priced-in rather than a contrarian bet — buying near resolution suggests confidence in status-quo continuation through April. Dominant NO label conflicts with the actual YES-only positioning, indicating the structural read (Anthropic stays #1) outweighs the headline tilt.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xd48a..90 ★ | MM | YES | $13.2K | +5% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$1,957 on $13.2K capital deployed (avg +14.8%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 92c | $2.0M | 100c | |
| AI Consensus | 83c | — | ✓ matched |