
Will Russia capture all of Kupiansk by...?
核心摘要
根據「Will Russia capture all of Kupiansk by...?」的最新預測市場資料,交易者已形成強烈共識。
目前,December 31 以壓倒性的 5.3% 獲勝機率主導市場。該市場的下注量已達 $2.1M,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
- December 31 (5.3%):December 31 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 5¢,顯示出市場的高度確信。僅該合約就已產生 $109.0K 的成交量。
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 | December 31 | 5.3% | $109.0K | 5¢ | 95¢ |
裁決規則
This market will resolve to “Yes” if, according to the ISW map, Russia captures the entirety of Kupiansk by November 30, 2025, at 11:59 PM ET.
Kupiansk will be considered captured if the entirety of the municipality is shaded red on the ISW map (https://storymaps.arcgis.com/stories/36a7f6a6f5a9448496de641cf64bd375) by the resolution date. If the area is not shaded red by November 30, 2025, 11:59 PM ET, the market will resolve to “No”.
The territory of the municipality is shaded in light grey and is distinguished from bordering municipalities such as "Moskovka" with a darker grey line. If all area within the municipality is shaded in red, but the shading does not precisely match up with the border, such that there is a tiny amount of grey along the border of the city, this will still qualify for a "Yes" resolution.
For the purpose of this market, areas separated from the main municipality through a darker grey line, such as in the southeast of Kupiansk (https://polymarket-upload.s3.us-east-2.amazonaws.com/h-b99a52275d.png), will not count towards the municipality.
Once Russia captures Kupiansk, any subsequent loss of control will not be considered towards the resolution of this market.
Kupiansk Location: https://polymarket-upload.s3.us-east-2.amazonaws.com/Kupiansk+location.jpeg
Location on Google maps: https://maps.app.goo.gl/ngCjTi39GSjbzaC46
The primary resolution source for this market will be the ISW Ukraine map. If the ISW map is rendered unavailable, information from DeepStateMap (https://deepstatemap.live/) may be used. If information from both the ISW and DeepStateMap are rendered permanently unavailable, a consensus of credible reporting may be used.
Note: Any temporary glitches or errors in the map which will not be considered.
If Russia comes into control of this territory as a result of a negotiated settlement, this will qualify for a 'Yes' resolution, regardless of whether it is shaded red in the ISW map. An announcement of a negotiated settlement that gives Russia de jure control will not qualify. Actual control must be established.
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:
- 最佳價值標的(最高 EV):我們的模型將 December 31 識別為盤面上最具價值的機會。市場僅給予其 5.3% 的交易機率,而我們 AI 的公允價值評估為 15.4%——形成可觀的 +10.1% EV 差。
| Market | Trade Value | Fair Value | EV Gap |
|---|---|---|---|
| December 31Best EV | 5.3% | 15.4% | +10.1% |
交易動態
以下是該事件的交易動態。
Aug 21, 2026
- 12:19 PMPPPPMT$28.80
Sold 30 No for Will Russia capture all of Kupiansk by December 31? at 0.96
- 11:57 AMAJAJSV$1.63
Bought 40.681817 Yes for Will Russia capture all of Kupiansk by December 31? at 0.04
Aug 20, 2026
- 10:48 AMBVBVN5THER$5.56
Sold 5.91 No for Will Russia capture all of Kupiansk by December 31? at 0.94
- 10:48 AMK5K567U45$5.01
Sold 5.33 No for Will Russia capture all of Kupiansk by December 31? at 0.94
- 10:48 AMVCVCBTR$5.56
Sold 5.91 No for Will Russia capture all of Kupiansk by December 31? at 0.94
- 10:48 AM0X0xf5fdf33A8Bc18678B573348DF3101B3Da765A5c5-1763923932222$5.66
Sold 6.02 No for Will Russia capture all of Kupiansk by December 31? at 0.94
- 10:48 AMVTVTRHTRJ34$1.01
Sold 1.07 No for Will Russia capture all of Kupiansk by December 31? at 0.94
- 10:48 AMCBCBFHNTYE$5.56
Sold 5.91 No for Will Russia capture all of Kupiansk by December 31? at 0.94
- 10:48 AM0X0x6Cc0BC441d21271E39AB7e41307Fe8eD2C497E3D-1763923864373$5.56
Sold 5.91 No for Will Russia capture all of Kupiansk by December 31? at 0.94
Aug 18, 2026
- 12:34 PMALAlAhmeda$40.85
Sold 43 No for Will Russia capture all of Kupiansk by December 31? at 0.95
- 11:40 AM0X0x2cAd7b$28.42
Bought 568.4 Yes for Will Russia capture all of Kupiansk by December 31? at 0.05
- 11:40 AM0X0xAB5324$28.42
Bought 568.4 Yes for Will Russia capture all of Kupiansk by December 31? at 0.05
正在押注該事件的鯨魚錢包
常見問題
目前市場對「Will Russia capture all of Kupiansk by...?」的共識是什麼?
截至最新更新,December 31 以 5.3% 的獲勝機率領跑。該市場總成交量已達 $2.1M,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,December 31 是最顯著的錯誤定價。市場對其隱含機率僅給到 5.3%,而我們的 AI 測算其公允價值為 15.4%——形成 +10.1% 的期望值差,是該市場中最具價值的標的。
