OpenAI’s September 8 announcement of an AI-generated proof for specific Navier-Stokes Millennium statements, backed by a public Lean formalization, has created closely balanced trader sentiment around potential retraction. The result relies on an unreleased internal model and thousands of agents, but faces immediate scrutiny over credit disputes with mathematicians Tristan Buckmaster and Levent Alpöge, questions about possible indirect data influence from their Codex usage, and whether independent verification will confirm the singularity construction without gaps. Upcoming catalysts include peer review of the Lean code and write-up, any formal challenges to the forced versus unforced cases, and OpenAI’s response to ongoing priority debates, all of which could shift the near-even implied odds by year-end.