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 | 70c |
40%
|
|
| Compound Signal | NO | 40c |
20%
|
|
| Claude Analysis | YES | 68c |
62%
|
|
| DeepSeek Quant | YES | 70c |
65%
|
|
| Kimi Macro | YES | 75c |
70%
|
Aggregate fair-value estimate: 65c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
One smart-money wallet built YES at 3c, a deep-tail entry that signals high-conviction asymmetric positioning on Switzerland as the venue rather than a directional Iran-diplomacy bet. The 32c re-rating validates the thesis, but with only one tracked wallet and a 'NO dominant' tape, this is a lone convexity play — not a multi-wallet consensus.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x7c3d..6b | MM | YES | $5.1K | +68% | |
| 0xbacd..35 +62% | MM | YES | $3.8K | +43% | |
| 0x44c1..c1 | MM | YES | $3.1K | +8% | |
| 0x5cd5..33 ★ | MM | YES | $1.4K | -30% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$22,509 on $13.4K capital deployed (avg +168.0%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 63c | $2.3M | 100c | |
| AI Consensus | 65c | — | ✓ matched |