AI consensus leaned YES with MODERATE conviction — 4 of 5 models agreed. Direction was issued as HOLD because edge was insufficient at verdict time. Outcome confirmed: YES won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | YES | 98c |
96%
|
|
| Compound Signal | YES | 69c |
38%
|
|
| Claude Analysis | YES | 90c |
70%
|
|
| DeepSeek Quant | YES | 84c |
72%
|
|
| Grok Contrarian | NO | 15c |
70%
|
|
| Gemini Flash | YES | 85c |
70%
|
|
| Kimi Macro | YES | 84c |
70%
|
Aggregate fair-value estimate: 75c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
Smart money is overwhelmingly positioned long despite the dominant_side flag reading NO — the 5 tracked wallets accumulated YES across a wide 56c-91c range, indicating sustained conviction rather than a single late chase. Early entries near 56c suggest informed positioning well before consensus, and the absence of profitable NO wallets points to continued upside toward resolution.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xd1ac..d5 | MM | YES | $23.4K | +67% | |
| 0x0c0e..4e | MM | YES | $2.4K | -3% | |
| 0xde7b..4b | MM | NO | $2.2K | -25% | |
| 0xeb6f..f0 | MM | YES | $1.2K | +9% | |
| 0xde04..37 | Retail | NO | $1.0K | +8% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$15,520 on $30.3K capital deployed (avg +51.3%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 94c | $2.4M | 100c | |
| AI Consensus | 75c | — | ✓ matched |