AI consensus leaned NO with MODERATE conviction (3 of 5 models). Outcome went the other way: YES won.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | YES | 53c |
6%
|
|
| PIN Model | YES | 57c |
14%
|
|
| Compound Signal | NO | 31c |
38%
|
|
| DeepSeek Quant | NO | 31c |
72%
|
|
| Gemini Flash | ??? | 45c |
65%
|
|
| Kimi Macro | NO | 53c |
65%
|
Aggregate fair-value estimate: 45c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
We tracked 3 wallets with positions above $1K on this market. 3 market makers are providing $6K in liquidity, primarily on YES. NO wallets entered between 76c.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x4488..19 ★ | MM | YES | $3.5K | +28% | |
| 0xd039..32 | MM | NO | $1.5K | -18% | |
| 0xde7b..4b | MM | YES | $1.4K | +58% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$13,736 on $6.4K capital deployed (avg +214.8%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 37c | $1.6M | 100c | |
| AI Consensus | 45c | — | × missed |