AI verdict was HOLD — no directional call. Market resolved YES at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | NO | 33c |
34%
|
|
| Compound Signal | YES | 55c |
10%
|
|
| Claude Analysis | ??? | 48c |
52%
|
|
| DeepSeek Quant | NO | 33c |
72%
|
|
| Kimi Macro | NO | 34c |
65%
|
Aggregate fair-value estimate: 41c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
Smart money is positioned against the pause-pause-pause outcome, having accumulated NO cheaply and now riding a comfortable cushion. The single-wallet signal is thin, but its direction is unambiguous: the tracked money is betting the Fed breaks its pause streak in at least one of the Apr–Jun–Jul decisions rather than holding steady through all three.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x2783..21 | Retail | YES | $13.2K | -15% | |
| 0xeb6f..f0 | Retail | NO | $6.3K | +36% | |
| 0xa4b3..b8 | Retail | NO | $1.4K | +43% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: -$6,398 on $20.9K capital deployed (avg -30.6%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 76c | $466.3K | 100c | |
| AI Consensus | 41c | — | × missed |