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 |
|---|---|---|---|---|
| Bayesian Update | NO | 10c |
80%
|
|
| PIN Model | NO | 2c |
96%
|
|
| Compound Signal | NO | 15c |
70%
|
|
| DeepSeek Quant | NO | 8c |
85%
|
|
| Gemini Flash | NO | 15c |
70%
|
|
| Kimi Macro | NO | 9c |
90%
|
Aggregate fair-value estimate: 10c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
We tracked 6 wallets with positions above $1K on this market. 6 market makers are providing $55K in liquidity, primarily on NO. NO wallets entered between 14c–95c.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xc658..84 | MM | NO | $22.4K | +58% | |
| 0xeb6f..f0 | MM | NO | $19.5K | +82% | |
| 0x7c15..db +70% | MM | NO | $8.0K | 0% | |
| 0x4488..19 ★ | MM | YES | $2.1K | -76% | |
| 0x71ed..eb | MM | NO | $1.5K | +571% | |
| 0x47ab..df | MM | NO | $1.1K | +102% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: +$97,846 on $54.6K capital deployed (avg +179.2%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 6c | $4.1M | 0c | |
| AI Consensus | 10c | — | ✓ matched |