
Friedrich Merz out as Chancellor of Germany by...?
核心摘要
根据「Friedrich Merz out as Chancellor of Germany by...?」的最新预测市场数据,交易者已形成强烈共识。
目前,December 31, 2026 以压倒性的 11.5% 获胜概率主导市场;October 31, 2026 以 3.3% 位居第二,September 30, 2026 以 1.5% 排名第三。该市场的下注量已达 $2.7M,反映出市场的高度关注。
竞争梯队拆解
为了更好地评估各潜在结果的位置,可依据隐含概率与合约定价将市场划分为三个明显的交易梯队:
🥇 第一梯队:绝对领跑者
- December 31, 2026 (11.5%):December 31, 2026 目前拥有最高概率,深受订单簿青睐。看好该结果的交易者面对的「Buy Yes」合约价为 12¢,显示出市场的高度确信。仅该合约就已产生 $2.2M 的成交量。
🥈 第二梯队:主要挑战者
- October 31, 2026 (3.3%):作为最可行的替代选项,October 31, 2026 保持着 3.3% 的成真概率,其「Buy Yes」份额目前成交价为 3¢。
- September 30, 2026 (1.5%):以 1.5% 的概率位列第三,市场对 September 30, 2026 持谨慎怀疑态度,除非势头转变,否则视其为外围黑马。
完整订单簿与定价面板
下表列出了该预测池中所有结果的合约价格、概率与市场深度的完整拆解:
| 排名 | 预测结果 | 获胜概率 | 成交量 | 买入 Yes(成本) | 买入 No(成本) |
|---|---|---|---|---|---|
| 1 | December 31, 2026 | 11.5% | $2.2M | 12¢ | 89¢ |
| 2 | October 31, 2026 | 3.3% | $126.9K | 3¢ | 97¢ |
| 3 | September 30, 2026 | 1.5% | $384.8K | 2¢ | 99¢ |
裁决规则
This market will resolve to “Yes” if Friedrich Merz ceases to be the Chancellor of Germany for any period of time by the specified date, 11:59 PM ET. Otherwise, this market will resolve to “No”.
An announcement of Friedrich Merz's resignation/removal before this market's end date will immediately resolve this market to "Yes", regardless of when the announced resignation/removal goes into effect.
The resolution source for this market will be the government of Germany, however a consensus of credible reporting will also suffice.
AI 估值分析:发现市场错误定价与 EV 差
人群共识与投机成交塑造了更宏观的预测市场,而我们的量化算法提供了数据驱动的反向视角。通过分析基本面信号、底层趋势与历史分布,我们的 AI 估值模型为每个结果独立测算出一个「公允价值」概率。
将该公允价值与当前交易价值对比,可揭示出重大背离——即期望值(EV)差。正 EV 差代表统计上被低估的结果,而负 EV 差则提示市场可能存在反应过度。
顶级 AI Alpha 与错误定价套利机会
根据最新一轮数据模型测算,以下几个关键合约存在显著偏离:
- 最被高估的结果:December 31, 2026 当前交易价为 11.5%,但我们的 AI 测算其公允价值仅为 1%,形成 -10.5% 的较大负 EV 差,表明人群可能过度炒作该结果、把溢价推得过高。
- 最佳价值标的(最高 EV):我们的模型将 October 31, 2026 识别为盘面上最具价值的机会。市场仅给予其 3.3% 的交易概率,而我们 AI 的公允价值评估为 11%——形成可观的 +7.7% EV 差。
| Market | Trade Value | Fair Value | EV Gap |
|---|---|---|---|
| December 31, 2026 | 11.5% | 1.0% | -10.5% |
| October 31, 2026Best EV | 3.3% | 11.0% | +7.7% |
| September 30, 2026 | 1.5% | 1.0% | -0.5% |
交易动态
以下是该事件的交易动态。
Sep 28, 2026
- 09:07 AMCOcongmqian-gendan$4.85
Sold 5 No for Friedrich Merz out as Chancellor of Germany before October 31, 2026? at 0.97
- 09:06 AMBIbig-bird1$0.87
Sold 0.9 No for Friedrich Merz out as Chancellor of Germany before October 31, 2026? at 0.97
- 09:06 AMRArandom-random123$1.00
Sold 1.03 No for Friedrich Merz out as Chancellor of Germany before October 31, 2026? at 0.97
- 09:06 AMRArandom-random123$0.91
Sold 30.3 Yes for Friedrich Merz out as Chancellor of Germany before October 31, 2026? at 0.03
- 08:48 AMRArandom-random123$1.00
Bought 1.033031 No for Friedrich Merz out as Chancellor of Germany before October 31, 2026? at 0.97
- 08:48 AMRArandom-random123$0.91
Bought 30.303031 Yes for Friedrich Merz out as Chancellor of Germany before October 31, 2026? at 0.03
- 08:48 AMICIcosan$3.00
Sold 99.97 Yes for Friedrich Merz out as Chancellor of Germany before October 31, 2026? at 0.03
- 08:48 AMWAWarriorH$63.05
Bought 65 No for Friedrich Merz out as Chancellor of Germany before October 31, 2026? at 0.97
- 08:03 AMBEBet1nthedark$3,006.01
Bought 3006.012025 No for Friedrich Merz out as Chancellor of Germany before September 30, 2026 at 1
- 06:52 AMNUNukeTheIRS$112.62
Sold 112.62 No for Friedrich Merz out as Chancellor of Germany before September 30, 2026 at 1
- 06:40 AMNEneutralwave23$91.58
Bought 763.166667 Yes for Friedrich Merz out as Chancellor of Germany before December 31, 2026? at 0.12
- 06:22 AMMAmanimann$0.00
Sold 666.66 Yes for Friedrich Merz out as Chancellor of Germany before September 30, 2026 at 0
正在押注该事件的鲸鱼钱包
常见问题
当前市场对「Friedrich Merz out as Chancellor of Germany by...?」的共识是什么?
截至最新更新,December 31, 2026 以 11.5% 的获胜概率领跑,其次是 October 31, 2026(3.3%),以及 September 30, 2026(1.5%)。该市场总成交量已达 $2.7M,显示出充足的流动性与高交易参与度。
AI 公允价值与实时市场交易价值有何不同?
实时市场交易价值反映的是公众情绪、订单簿动能与投机资金。我们的 AI 公允价值则由量化模型独立计算,剔除情绪炒作、专注底层数据。两者出现显著背离时即形成 EV 差,提示市场对某个结果可能存在错误定价。
当前哪个结果的期望值(EV)最高?
最新一轮测算显示,October 31, 2026 是最显著的错误定价。市场对其隐含概率仅给到 3.3%,而我们的 AI 测算其公允价值为 11%——形成 +7.7% 的期望值差,是该市场中最具价值的标的。
市场共识是否对某个结果反应过度?
是的——数据显示市场对 December 31, 2026 存在明显的反应过度。人群把其实时交易价值推高至 11.5%,但我们的公允价值评估认为其真实概率仅为 1%,形成 -10.5% 的负 EV 差,表明该合约被高估。
