AI verdict was HOLD — no directional call. Market resolved NO at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | YES | 78c |
56%
|
|
| Compound Signal | NO | 45c |
10%
|
|
| Claude Analysis | ??? | 34c |
42%
|
|
| DeepSeek Quant | YES | 62c |
55%
|
|
| Kimi Macro | YES | 64c |
65%
|
Aggregate fair-value estimate: 57c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money is one-directional here: two tracked wallets accumulated YES cheap (18c-29c) and none faded the move, signaling conviction that LeBron stays in Miami through 2026-27. The absence of any NO positioning combined with in-the-money entries reads as a directional YES lean rather than hedged noise, though a 2-wallet sample is thin and should be treated as a soft signal.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x011f..22 | Retail | YES | $14.2K | +62% | |
| 0xd039..32 | MM | NO | $2.6K | -8% | |
| 0xd48a..90 | MM | YES | $1.9K | +37% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$14,184 on $18.7K capital deployed (avg -76.0%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 47c | $5.5M | 0c | |
| AI Consensus | 57c | — | × missed |