Trader consensus against retraction of OpenAI’s Navier-Stokes solution by year-end rests on the September 2026 public release of both a natural-language proof and a Lean formalization establishing finite-time singularity under smooth forcing, produced by an internal multi-agent system. The Lean verification provides machine-checked rigor that has withstood initial external review, while OpenAI’s rapid correction of sign errors in related October preprints signals transparent handling rather than fundamental flaws. Competitive pressure from parallel AI-assisted results by researchers using models from multiple labs reinforces the result’s positioning within advancing large language model capabilities for complex mathematics. Scenarios that could still force retraction include discovery of a critical mismatch between the informal and formal proofs that invalidates the core claim, or broad community rejection after deeper peer scrutiny, though current evidence points to iterative refinement instead.