AI consensus leaned NO with MODERATE conviction — 5 of 6 models agreed. Outcome confirmed: NO won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | NO | 2c |
96%
|
|
| Compound Signal | NO | 26c |
48%
|
|
| DeepSeek Quant | NO | 7c |
75%
|
|
| Grok Contrarian | YES | 15c |
60%
|
|
| Gemini Flash | NO | 15c |
70%
|
|
| Kimi Macro | NO | 14c |
60%
|
Aggregate fair-value estimate: 13c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
We tracked 8 wallets with positions above $1K on this market. 3 are smart money with 100% average win rate. All 3 positioned YES — unanimous.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x2601..A9 | Smart | YES | $2.5K | +65% | |
| 0x0c99..cF | Smart | YES | $1.9K | +16% | |
| 0x3710..8D | Smart | YES | $1.6K | -3% | |
| 0x2128..eE | Retail | YES | $23.2K | -4% | |
| 0x140d..37 | Retail | YES | $2.3K | +13% | |
| 0x0Ced..b2 | MM | YES | $1.6K | +50% | |
| 0x16C7..31 | Retail | YES | $1.3K | -3% | |
| 0x2Bb1..a5 | Retail | YES | $1.2K | +18% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$45,792 on $45.8K capital deployed (avg -100.0%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 16c | $4.5M | 0c | |
| AI Consensus | 13c | — | ✓ matched |