AI consensus leaned NO with MODERATE conviction — 4 of 5 models agreed. Direction was issued as HOLD because edge was insufficient at verdict time. Outcome confirmed: NO won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | NO | 3c |
94%
|
|
| Compound Signal | NO | 38c |
24%
|
|
| DeepSeek Quant | NO | 22c |
72%
|
|
| Grok Contrarian | YES | 42c |
55%
|
|
| Gemini Flash | NO | 25c |
75%
|
|
| Kimi Macro | NO | 15c |
72%
|
|
| Claude Analysis | ??? | — |
0%
|
Aggregate fair-value estimate: 24c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Tracked wallets are positioned on both sides, but the NO cohort's 60c-65c entries have been validated by the move to 20c, signaling that informed money leaned toward a rate change despite YES being the dominant side by count. The YES entries at 40c-66c now look like stale positioning, suggesting the dominant-side label reflects crowded but losing exposure rather than smart-money conviction.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x8152..da | Smart | YES | $5.7K | -72% | |
| 0xc658..84 | MM | NO | $210.3K | +25% | |
| 0xde7b..4b | MM | NO | $62.4K | +19% | |
| 0xeb6f..f0 | MM | YES | $31.4K | -46% | |
| 0xbacd..35 | MM | YES | $7.8K | -83% | |
| 0x71ed..eb | MM | YES | $3.9K | -46% | |
| 0x5188..04 | MM | YES | $3.9K | -28% | |
| 0xeec5..fe | Retail | YES | $2.3K | -52% | |
| 0x24c8..e1 | MM | YES | $1.7K | -44% | |
| 0xa4b3..b8 | Retail | YES | $1.1K | -44% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: +$114,533 on $330.7K capital deployed (avg +34.6%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 20c | $56.4M | 0c | |
| AI Consensus | 24c | — | ✓ matched |