AI consensus leaned NO with MODERATE conviction (5 of 6 models). Outcome went the other way: YES won.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | NO | 2c |
96%
|
|
| Compound Signal | NO | 41c |
18%
|
|
| Claude Analysis | NO | 12c |
75%
|
|
| DeepSeek Quant | NO | 22c |
75%
|
|
| Gemini Flash | NO | 28c |
65%
|
|
| Kimi Macro | NO | 38c |
62%
|
Aggregate fair-value estimate: 24c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
Smart money is unambiguously positioned NO, entering at 21c when the market implied a ~21% chance of a Trump-announced blockade lift — a structural bet that no formal blockade-lifting announcement materializes by June 15. The 21c entry signals conviction that either the blockade framing itself is contested or that any de-escalation will not arrive packaged as a clean Trump announcement within the 2-week window. Direction: fade YES rallies.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x4337..82 | MM | YES | $4.0K | +135% | |
| 0x6bab..92 ★ | MM | YES | $2.4K | +35% | |
| 0xbacd..35 | MM | YES | $2.0K | -26% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$52,688 on $8.4K capital deployed (avg +627.5%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 24c | $3.2M | 100c | |
| AI Consensus | 24c | — | × missed |