AI consensus leaned NO with STRONG conviction — 7 of 7 models agreed. Outcome confirmed: NO won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | NO | 3c |
94%
|
|
| PIN Model | NO | 2c |
96%
|
|
| Compound Signal | NO | 15c |
70%
|
|
| Claude Analysis | NO | 4c |
88%
|
|
| DeepSeek Quant | NO | 5c |
85%
|
|
| Gemini Flash | NO | 10c |
70%
|
|
| Kimi Macro | NO | 7c |
90%
|
Aggregate fair-value estimate: 7c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money entered NO at a heavy premium (69c-85c), signaling high conviction the restart would not happen well before the market repriced. The absence of any YES positioning from tracked wallets is the louder signal: informed capital saw no asymmetric upside even at higher YES prices. Direction read: NO resolution expected, with 6c reflecting residual tail risk rather than genuine probability.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xde7b..4b | MM | NO | $6.1K | +36% | |
| 0x0845..6f | MM | NO | $3.7K | +7% | |
| 0xbacd..35 | MM | NO | $3.1K | +28% | |
| 0x6bab..92 ★ | MM | NO | $1.7K | +11% | |
| 0x5188..04 | MM | NO | $1.0K | +16% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: +$5,365 on $15.7K capital deployed (avg +34.2%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 6c | $1.2M | 0c | |
| AI Consensus | 7c | — | ✓ matched |