AI consensus leaned YES with MODERATE conviction (4 of 5 models). Outcome went the other way: NO won.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | YES | 58c |
16%
|
|
| PIN Model | YES | 90c |
80%
|
|
| Compound Signal | NO | 49c |
2%
|
|
| Claude Analysis | YES | 52c |
45%
|
|
| DeepSeek Quant | YES | 66c |
75%
|
|
| Gemini Flash | YES | 65c |
60%
|
|
| Kimi Macro | YES | 66c |
80%
|
Aggregate fair-value estimate: 64c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Five tracked wallets concentrated exclusively on YES with no NO counter-positioning signals directional bias toward the Thunder closing the Finals, despite shallow profitability. Entry band of 38c-54c suggests smart money has been accumulating through the regular season at consensus-favorite pricing — the lack of distribution at 42c implies holders are waiting for playoff confirmation rather than trimming, a mildly constructive setup for YES.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xde7b..4b | MM | YES | $103.4K | -9% | |
| 0x6a72..ee | MM | YES | $52.0K | +9% | |
| 0xe25b..1b | MM | YES | $8.1K | -14% | |
| 0xc021..a8 ★ | MM | YES | $5.7K | -17% | |
| 0x011f..22 | Retail | YES | $1.1K | +3% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: -$170,212 on $170.2K capital deployed (avg -100.0%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 42c | $15.2M | 0c | |
| AI Consensus | 64c | — | × missed |