
Total commitments for the 1win ($1w) public sale
核心摘要
根據「Total commitments for the 1win ($1w) public sale」的最新預測市場資料,交易者已形成強烈共識。
目前,$10M 以壓倒性的 91% 獲勝機率主導市場;$15M 以 82.5% 位居第二,$20M 以 69.5% 排名第三。該市場的下注量已達 $357.1K,反映出市場的高度關注。
競爭梯隊拆解
為了更好地評估各潛在結果的位置,可依據隱含機率與合約定價將市場劃分為三個明顯的交易梯隊:
🥇 第一梯隊:絕對領跑者
- $10M (91%):$10M 目前擁有最高機率,深受訂單簿青睞。看好該結果的交易者面對的「Buy Yes」合約價為 91¢,顯示出市場的高度確信。僅該合約就已產生 $101.7K 的成交量。
🥈 第二梯隊:主要挑戰者
- $15M (82.5%):作為最可行的替代選項,$15M 保持著 82.5% 的成真機率,其「Buy Yes」份額目前成交價為 83¢。
- $20M (69.5%):以 69.5% 的機率位列第三,市場對 $20M 持謹慎懷疑態度,除非勢頭轉變,否則視其為外圍黑馬。
🥉 第三梯隊:長尾選項(合計約 0%)
在前三名之外,還有大量宏觀變數與冷門結果被持續追蹤。儘管單個機率偏低,但它們是投機交易者的重要對沖:
- 替代選項:包括 $30M (51%)、$40M (35.5%),以及 $60M (23.5%)。
- 投機成交:儘管統計機率偏低,像 $30M 這類長尾合約仍吸引著可觀的關注。
完整訂單簿與定價面板
下表列出了該預測池中所有結果的合約價格、機率與市場深度的完整拆解:
| 排名 | 預測結果 | 獲勝機率 | 成交量 | 買入 Yes(成本) | 買入 No(成本) |
|---|---|---|---|---|---|
| 1 | $10M | 91.0% | $101.7K | 91¢ | 9¢ |
| 2 | $15M | 82.5% | $57.5K | 83¢ | 18¢ |
| 3 | $20M | 69.5% | $40.1K | 70¢ | 31¢ |
| 4 | $30M | 51.0% | $40.3K | 51¢ | 49¢ |
| 5 | $40M | 35.5% | $42.8K | 36¢ | 65¢ |
| 6 | $60M | 23.5% | $74.7K | 24¢ | 77¢ |
裁決規則
This market will resolve to "Yes" if total commitments to the official 1W public sale exceed the specified value at any point before November 2, 2026, 11:59 PM ET. Otherwise, this market will resolve to "No".
The resolution source for this market is the headline pool total displayed on the official 1W Token Sale page at https://1wtoken.com/ (the "US$[amount] of US$[allocation]" figure). Total commitments refers to this gross pool amount, including any oversubscription above the sale's allocation, and not the final allocated amount after excess deposits are refunded. If the sale page displays only a net or allocated figure rather than the gross pool amount, official announcements of the gross amount from 1W will be used. The sale accepts deposits in US dollar stablecoins (USDC), which are counted as US dollars at 1:1.
If the displayed figure exceeds the specified value at any point before November 2, 2026, 11:59 PM ET, this market will resolve to "Yes" regardless of subsequent refunds or cancellations. A displayed figure exactly equal to the specified value will not qualify. If the figure on the sale page is unavailable, official announcements from 1W (https://x.com/1winToken) may be used; if no official figure is available, a consensus of credible reporting may be used. If no commitment total is verifiable by November 2, 2026, 11:59 PM ET, including because the sale is put on hold, cancelled, or rescheduled to a time past that date, this market will resolve to "No". If requisite information for this market's resolution becomes permanently unavailable within this market's timeframe, this market will resolve to "No".
If the sale is extended before the official closing time, commitments made during the extended period will count toward resolution, provided the displayed figure exceeds the specified value before November 2, 2026, 11:59 PM ET.
AI 估值分析:發現市場錯誤定價與 EV 差
人群共識與投機成交塑造了更宏觀的預測市場,而我們的量化演算法提供了資料驅動的反向視角。透過分析基本面訊號、底層趨勢與歷史分布,我們的 AI 估值模型為每個結果獨立測算出一個「公允價值」機率。
將該公允價值與當前交易價值對比,可揭示出重大背離——即期望值(EV)差。正 EV 差代表統計上被低估的結果,而負 EV 差則提示市場可能存在反應過度。
頂級 AI Alpha 與錯誤定價套利機會
根據最新一輪資料模型測算,以下幾個關鍵合約存在顯著偏離:
- 最被高估的結果:$15M 當前交易價為 82.5%,但我們的 AI 測算其公允價值僅為 80.4%,形成 -2.1% 的較大負 EV 差,表明人群可能過度炒作該結果、把溢價推得過高。
- 最佳價值標的(最高 EV):我們的模型將 $40M 識別為盤面上最具價值的機會。市場僅給予其 35.5% 的交易機率,而我們 AI 的公允價值評估為 47.9%——形成可觀的 +12.4% EV 差。
- 被忽視的黑馬:其他值得注意的偏離包括 $30M(EV 差:+8.9%)以及 $60M(EV 差:+6.5%)。儘管我們的預測模型給予更強的統計支撐,這些長尾機會仍被即時訂單簿大幅低估。
| Market | Trade Value | Fair Value | EV Gap |
|---|---|---|---|
| $10M | 91.0% | 91.7% | +0.7% |
| $15M | 82.5% | 80.4% | -2.1% |
| $20M | 69.5% | 75.2% | +5.7% |
| $30M | 51.0% | 59.9% | +8.9% |
| $40MBest EV | 35.5% | 47.9% | +12.3% |
| $60M | 23.5% | 30.0% | +6.5% |
交易動態
以下是該事件的交易動態。
Oct 27, 2026
- 09:49 AMNINikitob$11.20
Bought 20 Yes for Will commitments to the 1W public sale exceed $30M? at 0.56
- 09:48 AMNINikitob$160.60
Bought 220 Yes for Will commitments to the 1W public sale exceed $20M? at 0.73
- 09:47 AMNINikitob$226.88
Bought 270.1 Yes for Will commitments to the 1W public sale exceed $15M? at 0.84
- 09:39 AMYEyetiyetiyeti$34.87
Bought 52.831471 No for Will commitments to the 1W public sale exceed $40M? at 0.66
- 09:39 AMJSJsonStatham$22.44
Bought 33 No for Will commitments to the 1W public sale exceed $40M? at 0.68
- 09:34 AMNINikitob$23.03
Bought 43.46 Yes for Will commitments to the 1W public sale exceed $30M? at 0.53
- 09:33 AMNINikitob$79.52
Bought 112 Yes for Will commitments to the 1W public sale exceed $20M? at 0.71
- 09:33 AMNINikitob$200.68
Bought 241.78 Yes for Will commitments to the 1W public sale exceed $15M? at 0.83
- 09:07 AMOPOpachkin$152.25
Bought 317.178572 No for Will commitments to the 1W public sale exceed $30M? at 0.48
- 09:05 AMIAIax$2.28
Bought 25.28 No for Will commitments to the 1W public sale exceed $10M? at 0.09
- 08:58 AMIAIax$10.35
Bought 114.99 No for Will commitments to the 1W public sale exceed $10M? at 0.09
- 08:57 AMIAIax$27.00
Bought 300 No for Will commitments to the 1W public sale exceed $10M? at 0.09
正在押注該事件的鯨魚錢包
常見問題
目前市場對「Total commitments for the 1win ($1w) public sale」的共識是什麼?
截至最新更新,$10M 以 91% 的獲勝機率領跑,其次是 $15M(82.5%),以及 $20M(69.5%)。該市場總成交量已達 $357.1K,顯示出充足的流動性與高交易參與度。
AI 公允價值與即時市場交易價值有何不同?
即時市場交易價值反映的是公眾情緒、訂單簿動能與投機資金。我們的 AI 公允價值則由量化模型獨立計算,剔除情緒炒作、專注底層數據。兩者出現顯著背離時即形成 EV 差,提示市場對某個結果可能存在錯誤定價。
目前哪個結果的期望值(EV)最高?
最新一輪測算顯示,$40M 是最顯著的錯誤定價。市場對其隱含機率僅給到 35.5%,而我們的 AI 測算其公允價值為 47.9%——形成 +12.4% 的期望值差,是該市場中最具價值的標的。
市場共識是否對某個結果反應過度?
是的——資料顯示市場對 $15M 存在明顯的反應過度。人群把其即時交易價值推高至 82.5%,但我們的公允價值評估認為其真實機率僅為 80.4%,形成 -2.1% 的負 EV 差,表明該合約被高估。
長尾資料中是否藏有高價值的黑馬選項?
當然有。除了頭部結果之外,我們的模型在排名靠後的選項中發現了被低估的潛力。$30M 擁有 +8.9% 的正 EV 差,$60M 則為 +6.5%。儘管量化層面更有支撐,這些合約仍被即時訂單簿低估。
