AI consensus leaned NO with STRONG conviction — 7 of 7 models agreed. Direction was issued as HOLD because edge was insufficient at verdict time. Outcome confirmed: NO won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | NO | 3c |
94%
|
|
| PIN Model | NO | 2c |
96%
|
|
| Compound Signal | NO | 15c |
70%
|
|
| DeepSeek Quant | NO | 5c |
85%
|
|
| Gemini Flash | ??? | 25c |
65%
|
|
| Kimi Macro | NO | 7c |
85%
|
Aggregate fair-value estimate: 10c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
We tracked 4 wallets with positions above $1K on this market. 4 market makers are providing $151K in liquidity, primarily on NO. NO wallets entered between 88c–97c.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xc021..a8 ★ | MM | NO | $136.0K | +7% | |
| 0x0845..6f | MM | NO | $8.4K | -2% | |
| 0x253d..07 | MM | NO | $3.4K | 0% | |
| 0xa8af..5e | MM | NO | $2.8K | -1% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: +$19,014 on $150.6K capital deployed (avg +12.6%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 5c | $3.5M | 0c | |
| AI Consensus | 10c | — | ✓ matched |