AI consensus leaned YES with MODERATE conviction (4 of 7 models). Outcome went the other way: NO won.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | NO | 2c |
96%
|
|
| Compound Signal | NO | 27c |
46%
|
|
| Claude Analysis | NO | 6c |
88%
|
|
| DeepSeek Quant | NO | 8c |
85%
|
|
| Grok Contrarian | YES | 15c |
60%
|
|
| Gemini Flash | NO | 15c |
75%
|
|
| Kimi Macro | NO | 10c |
90%
|
Aggregate fair-value estimate: 12c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money is 100% positioned on NO with entries averaging well above current price, indicating high-conviction structural bets against a Vance-Iran meeting by April 30. The complete absence of YES accumulation from tracked wallets confirms institutional consensus that diplomatic engagement is off the table within the deadline.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x5188..04 | MM | NO | $3.4K | +487% | |
| 0x24c8..e1 | MM | NO | $2.5K | +207% | |
| 0x8ebf..ce | MM | NO | $1.6K | +268% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: +$29,069 on $7.4K capital deployed (avg +392.8%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 8c | $687.1K | 0c | |
| AI Consensus | 12c | — | ✓ matched |