AI consensus leaned YES with MODERATE conviction (3 of 5 models). Outcome went the other way: NO won.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | YES | 63c |
26%
|
|
| Compound Signal | NO | 40c |
20%
|
|
| Claude Analysis | NO | 22c |
45%
|
|
| DeepSeek Quant | ??? | 40c |
30%
|
|
| Gemini Flash | ??? | 45c |
55%
|
|
| Kimi Macro | NO | 24c |
60%
|
Aggregate fair-value estimate: 39c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Only 1 tracked wallet positioned, entering YES at 30c and now sitting 4c underwater with zero NO interest from smart money. Thin participation signals low conviction in Park Heong-joon's path; the YES tilt reflects a single bet rather than a coordinated alpha thesis.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x7616..ee | Retail | YES | $1.1K | -17% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$1,145 on $1.1K capital deployed (avg -100.0%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 26c | $357.2K | 0c | |
| AI Consensus | 39c | — | ✓ matched |