AI consensus leaned YES with MODERATE conviction — 4 of 5 models agreed. Outcome confirmed: YES won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | YES | 79c |
58%
|
|
| Compound Signal | YES | 52c |
4%
|
|
| Claude Analysis | ??? | 55c |
35%
|
|
| DeepSeek Quant | YES | 66c |
55%
|
|
| Kimi Macro | YES | 66c |
70%
|
Aggregate fair-value estimate: 64c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
Smart money is unanimously long Brunson at 51-54c, signaling directional conviction that current 49c pricing undervalues his MVP path. The tight entry band just above market implies wallets view this as an accumulation zone rather than a momentum trade, betting on playoff narrative compression to lift odds.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xd1ed..cb | Retail | YES | $4.1K | -5% | |
| 0xde04..37 | Retail | NO | $2.4K | +10% | |
| 0xd48a..90 | MM | YES | $1.6K | -13% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$2,839 on $8.1K capital deployed (avg +35.0%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 47c | $745.2K | 100c | |
| AI Consensus | 64c | — | ✓ matched |