AI consensus leaned YES with MODERATE conviction — 6 of 7 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 |
|---|---|---|---|---|
| Bayesian Update | YES | 98c |
96%
|
|
| PIN Model | YES | 97c |
94%
|
|
| Compound Signal | YES | 85c |
70%
|
|
| Claude Analysis | YES | 92c |
72%
|
|
| DeepSeek Quant | YES | 97c |
88%
|
|
| Grok Contrarian | ??? | 60c |
70%
|
|
| Gemini Flash | YES | 94c |
75%
|
|
| Kimi Macro | YES | 93c |
85%
|
Aggregate fair-value estimate: 90c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
Seven tracked wallets dominate the YES side at premium entries, signaling smart money conviction that Warsh's confirmation is near-certain. The willingness to pay 94c-96c — leaving minimal upside — indicates these wallets treat this as a low-risk yield play rather than directional speculation.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xed10..e5 ★ | MM | YES | $58.2K | 0% | |
| 0x5bff..be | MM | YES | $20.0K | — | |
| 0xde7b..4b | MM | NO | $19.4K | +9% | |
| 0xfd2b..50 | MM | NO | $14.5K | -4% | |
| 0xcaab..dd | MM | YES | $12.3K | 0% | |
| 0x0c0e..4e ★ | MM | YES | $4.2K | — | |
| 0xeec5..fe ★ | Retail | YES | $1.8K | -2% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: -$28,270 on $130.5K capital deployed (avg -21.7%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 94c | $14.4M | 100c | |
| AI Consensus | 90c | — | ✓ matched |