AI consensus leaned NO with MODERATE conviction — 3 of 6 models agreed. Outcome confirmed: NO won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | YES | 98c |
96%
|
|
| Compound Signal | YES | 63c |
26%
|
|
| Claude Analysis | YES | 83c |
55%
|
|
| DeepSeek Quant | NO | 35c |
65%
|
|
| Gemini Flash | YES | 75c |
65%
|
|
| Kimi Macro | YES | 82c |
80%
|
Aggregate fair-value estimate: 73c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money flow is split but YES entries cluster near current price (78c-90c), suggesting tracked wallets accumulated into strength rather than fading the move. The lone NO positioning at 26c looks like an early contrarian bet that has been decisively invalidated, and with dominant_side flagged NO yet zero NO wallets in profit, the directional conviction now favors continued YES grind toward resolution.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xd48a..90 | MM | YES | $7.2K | -9% | |
| 0x7616..ee | Retail | NO | $1.7K | -8% | |
| 0x162f..8d | MM | YES | $1.4K | +4% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$3,835 on $10.3K capital deployed (avg -37.3%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 82c | $4.5M | 0c | |
| AI Consensus | 73c | — | × missed |