AI verdict was HOLD — no directional call. Market resolved NO at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | NO | 14c |
72%
|
|
| PIN Model | NO | 14c |
72%
|
|
| Compound Signal | NO | 24c |
52%
|
|
| Claude Analysis | NO | 12c |
78%
|
|
| DeepSeek Quant | NO | 14c |
72%
|
|
| Gemini Flash | NO | 25c |
65%
|
|
| Kimi Macro | NO | 17c |
75%
|
Aggregate fair-value estimate: 17c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money is split but NO dominates by size, reflecting consensus that Sánchez Palomino is a low-probability candidate. YES wallets accumulating in the 10-20c range signal contrarian conviction on an outside path, while NO entries near 70-81c read as fade-the-longshot rather than high-conviction shorts.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x011f..22 | Retail | NO | $5.5K | -5% | |
| 0xdd8e..23 | MM | YES | $2.2K | +115% | |
| 0xc1b3..1c | MM | NO | $1.9K | -12% | |
| 0xcaab..dd | MM | YES | $1.6K | +36% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$1,630 on $11.1K capital deployed (avg -14.6%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 28c | $36.6M | 0c | |
| AI Consensus | 17c | — | ✓ matched |