AI consensus leaned NO with MODERATE conviction — 5 of 5 models agreed. Outcome confirmed: NO won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | NO | 25c |
50%
|
|
| Compound Signal | NO | 30c |
40%
|
|
| Claude Analysis | NO | 13c |
70%
|
|
| DeepSeek Quant | NO | 16c |
72%
|
|
| Kimi Macro | NO | 16c |
65%
|
Aggregate fair-value estimate: 20c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Dominant capital sits on NO (rate hold), the base-rate-correct position, but the smart-money edge is entirely on the YES side—every YES entry near 5-9c is in profit while most NO entries are underwater. This split signals a small but well-timed cohort positioning for a 25 bps hike surprise, though NO's size majority still frames a hold as the consensus outcome.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xde7b..4b | Retail | YES | $93.8K | +37% | |
| 0xeb6f..f0 | Retail | YES | $28.1K | +30% | |
| 0x0aae..1c | Retail | NO | $10.2K | -1% | |
| 0x24c8..e1 | MM | YES | $3.7K | +329% | |
| 0xa4b3..b8 | Retail | NO | $2.1K | -8% | |
| 0x0c0e..4e | MM | NO | $1.2K | -15% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$122,483 on $139.0K capital deployed (avg -88.1%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 21c | $25.9M | 0c | |
| AI Consensus | 20c | — | ✓ matched |