AI consensus leaned YES with MODERATE conviction — 3 of 5 models agreed. Outcome confirmed: YES won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | YES | 85c |
70%
|
|
| PIN Model | YES | 98c |
96%
|
|
| Compound Signal | YES | 60c |
20%
|
|
| Claude Analysis | YES | 80c |
55%
|
|
| DeepSeek Quant | YES | 81c |
72%
|
|
| Gemini Flash | YES | 79c |
65%
|
|
| Kimi Macro | YES | 81c |
80%
|
Aggregate fair-value estimate: 81c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
Despite NO being tagged as the dominant side by flow, the smart money signal is contradictory: early YES entries near 13c reflect high-conviction directional bets that have ridden the full repricing, while NO entries clustered at 26c-57c look like fading attempts that the market overran. Tracked wallets are net-long Keiko with realized edge, implying further upside bias rather than a mean-reversion setup.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xcaab..dd | MM | NO | $2.6K | -25% | |
| 0xd039..32 | MM | NO | $1.6K | +7% | |
| 0xc1b3..1c | MM | YES | $1.5K | +458% | |
| 0x24c8..e1 | MM | NO | $1.2K | -49% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$4,979 on $6.9K capital deployed (avg +72.6%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 72c | $21.8M | 100c | |
| AI Consensus | 81c | — | ✓ matched |