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 | YES | 85c |
70%
|
|
| Compound Signal | YES | 68c |
36%
|
|
| Claude Analysis | YES | 92c |
85%
|
|
| DeepSeek Quant | YES | 85c |
72%
|
|
| Kimi Macro | YES | 81c |
76%
|
Aggregate fair-value estimate: 82c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
Smart money is decisively long Knicks at 81c, with the deepest YES entries near 5c signaling a thesis held for months and confirmed as the team's path firmed up. The absence of profitable NO positioning means tracked wallets see no asymmetric fade here — the directional read is continuation toward resolution, not mean reversion.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x1bc6..36 | Smart | YES | $2.1K | +9% | |
| 0x011f..22 | Retail | YES | $20.2K | +112% | |
| 0xd1ed..cb | Retail | NO | $17.1K | -24% | |
| 0xa52b..80 | MM | YES | $9.5K | — | |
| 0xd48a..90 | MM | YES | $8.5K | +13% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$348,174 on $57.4K capital deployed (avg +607.1%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 82c | $30.6M | 100c | |
| AI Consensus | 82c | — | ✓ matched |