Houthi x Saudi Arabia effective ceasefire begins by...? (2 week pause)

Según los datos más recientes del mercado de predicción para la consulta “Houthi x Saudi Arabia effective ceasefire begins by...? (2 week pause)”, los operadores han formado un fuerte consenso.

Actualmente, December 31 domina el mercado con una abrumadora probabilidad de victoria del 48,5%. November 30 le sigue en segundo lugar con 38,5%, mientras que November 15 se sitúa tercero con 21%. El volumen de apuestas de este mercado ya alcanza $103,4K, lo que refleja un enorme interés.

Para evaluar mejor la posición de cada resultado posible, el mercado puede segmentarse en tres niveles de negociación según la probabilidad implícita y el precio de los contratos:

🥇 Nivel 1: El líder dominante

• December 31 (48,5%): Con la probabilidad más alta, December 31 cuenta con un fuerte respaldo del libro de órdenes. Quienes quieran apostar por este resultado se enfrentan a un precio de contrato “Buy Yes” de 49¢, señal de una gran convicción del mercado. Solo este contrato ha generado $5.2K de volumen.

🥈 Nivel 2: Los principales aspirantes

• November 30 (38,5%): Como la alternativa más viable, November 30 mantiene una probabilidad del 38,5% de resolverse a favor. Sus acciones “Buy Yes” cotizan actualmente a 39¢.
• November 15 (21%): En tercer lugar con una probabilidad del 21%, el mercado muestra un escepticismo prudente hacia November 15, tratándolo como un comodín externo salvo que cambie el impulso.

🥉 Nivel 3: Las opciones de cola larga (suman ~0%)

Más allá de las tres primeras opciones, se sigue un amplio campo de variables macro y resultados poco probables. Aunque sus probabilidades individuales son bajas, son coberturas clave para los operadores especulativos:

• Opciones alternativas: Esto incluye October 31 (7,4%).
• Volumen especulativo: A pesar de su baja probabilidad estadística, ciertos contratos de cola larga como October 31 siguen atrayendo un interés notable.

This market will resolve to "Yes" if there is a continuous 14-day period during which neither the Houthis nor Saudi Arabia takes a qualifying military action against the other, following a qualifying military action (or market creation) that occurs on or before the specified date, 11:59 PM ET. Otherwise this market will resolve to "No."

Only qualifying military actions that occur after market creation count. The 14-day period starts on the calendar day (ET) after the most recent qualifying action, or on the date of market creation if none has occurred after market creation. The period runs through 12:00 PM ET on the 14th calendar day. Each new qualifying action restarts the count.

This market resolves to "Yes" if such a full 14-day period is completed following either market creation or a qualifying action that occurred on or before the specified date (ET).

A qualifying military action refers to an air strike or a surface-to-surface missile strike that is either initiated by the Houthis and directly impacts Saudi Arabia, or initiated by Saudi Arabia and directly impacts Yemen. An air strike includes bombs, air-to-surface missiles, and air-launched drones. A surface-to-surface missile strike includes one-way attack drones and surface-to-surface missiles such as cruise or ballistic missiles.

The following actions do not constitute a qualifying military action:

Munitions destroyed or intercepted before impact;

Surface-to-air missile strikes;

Small-arms fire;

Ground incursions;

Cyber operations;

Naval gunfire and artillery fire;

Howitzers, artillery pieces, mortars, and rocket artillery (e.g. MLRS systems);

Minor surface-to-surface strikes, including short range loitering munitions, FPV drones, and ATGM strikes;

Any threat, authorization, or announcement of force that has not been executed.

Any munition that is intercepted or destroyed before impact does not constitute a qualifying military action. Debris, fragments, or any wreckage from intercepted munitions that land on Saudi Arabia or Yemen do not constitute a military action regardless of any damage incurred.

“Saudi Arabia” refers to the terrestrial territory of Saudi Arabia, including its internal waters, and “Yemen” refers to the terrestrial territory of Yemen, including its internal waters. Maritime territory and airspace are not encompassed. Where territorial borders are disputed, all territory claimed by and under the de facto control of Saudi Arabia or Yemen respectively as of market creation will qualify.

The occurrence, attribution, and timing of a qualifying military action will be primarily determined based on a consensus of information available from the resolution sources. Where multiple sources conflict regarding the occurrence, attribution, or timing of a relevant military action, this market will remain open until the earlier of: i) the confirmation of the occurrence, attribution, and timing of the action based on a consensus of information available from the resolution sources or ii) 3 full calendar days (ET) from the date of the first credibly reported evidence of the action. If this period would extend past the end date, this market will remain open to allow for 3 full calendar days to pass. If, at the end of the third calendar day, conflicting reports remain as to the occurrence, attribution, or timing of the action, the action will be judged based on the totality of information available from the resolution sources at that time. No single statement, denial, or presentation of evidence will govern where it is contradicted by the totality of information.

The resolution sources for this market will be official information from the government and military of Saudi Arabia and the Houthis and a consensus of credible reporting.

Aunque el consenso humano y el volumen especulativo dan forma al mercado de predicción, nuestros algoritmos cuantitativos ofrecen una contraperspectiva basada en datos. Al analizar señales fundamentales, tendencias subyacentes y distribuciones históricas, nuestro modelo de Valoración por IA calcula una probabilidad de “Valor Justo” independiente para cada resultado.

Comparar este Valor Justo con el Valor de Mercado actual revela grandes discrepancias, conocidas como la Brecha de Valor Esperado (EV). Los contratos con una Brecha de EV positiva representan resultados infravalorados estadísticamente, mientras que una Brecha de EV negativa señala una posible sobrerreacción del mercado.

Principales Oportunidades de Alpha de IA y Arbitraje

Según la última ejecución del modelo de datos, varios contratos clave destacan con desviaciones significativas:

• El resultado más sobrevalorado: November 30 cotiza actualmente a 38,5%, pero nuestra IA sitúa su Valor Justo en solo 28,6%. Esto crea una gran Brecha de EV negativa de -9,9%, lo que sugiere que la multitud podría estar sobrevalorando este resultado.