AI verdict was HOLD — no directional call. Market resolved NO at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | NO | 17c |
66%
|
|
| PIN Model | NO | 13c |
74%
|
|
| Compound Signal | NO | 17c |
66%
|
|
| Claude Analysis | NO | 9c |
78%
|
|
| DeepSeek Quant | NO | 16c |
82%
|
|
| Kimi Macro | NO | 16c |
70%
|
Aggregate fair-value estimate: 15c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money is uniformly positioned against England lifting the trophy, with all tracked wallets clustering NO entries at 89c — a tight, high-conviction consensus that the field beats a single nation. The absence of dispersion on either side signals this is treated as a structural fade, not a contested directional call.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xd81f..75 | Smart | NO | $2.6K | -2% | |
| 0x1bc6..36 | Smart | YES | $1.2K | +13% | |
| 0xa52b..80 | MM | YES | $12.7K | +29% | |
| 0x4488..19 ★ | MM | YES | $11.6K | +22% | |
| 0xd48a..90 | MM | YES | $2.4K | +12% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$27,496 on $30.5K capital deployed (avg -90.3%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 13c | $110.2M | 0c | |
| AI Consensus | 15c | — | ✓ matched |