
Will Ukraine agree to cede territory to Russia by...?
核心摘要
根據「Will Ukraine agree to cede territory to Russia by...?」的最新預測市場資料,交易者已形成強烈共識。
目前,December 31, 2026 以壓倒性的 11.5% 獲勝機率主導市場;August 31, 2026 以 5.5% 位居第二。該市場的下注量已達 $659.3K,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, 2026 (11.5%):December 31, 2026 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 12¢,顯示出市場的高度確信。僅該合約就已產生 $629.5K 的成交量。
🥈 第二梯隊:主要挑戰者
- August 31, 2026 (5.5%):作為最可行的替代選項,August 31, 2026 保持著 5.5% 的成真機率,其「Buy Yes」份額目前成交價為 6¢。
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, 2026 | 11.5% | $629.5K | 12¢ | 89¢ |
| 2 | August 31, 2026 | 5.5% | $29.9K | 6¢ | 95¢ |
裁決規則
This market will resolve to "Yes" if a deal in which Ukraine agrees to cede any territory under its control at the time of the agreement is reached between the Russian Federation and Ukraine by December 31, 2026, 11:59 PM ET. Otherwise, this market will resolve to “No”.
The deal must be a publicly announced mutual agreement or otherwise confirmed by an overwhelming consensus of credible reporting.
If such an agreement is officially reached before the resolution date, this market will resolve to "Yes", regardless of if/when the agreement goes into effect.
Only territory ceded as part of a diplomatic process or agreement will qualify.
If a territorial adjustment is made as part of a mutual border demarcation process or technical boundary agreement that does not materially alter de facto control or reflect a broader territorial concession, it will not qualify for a 'Yes' resolution unless it is reported as a territorial concession by a consensus of credible reporting.
Any agreement which cedes de facto military control of territory held by Ukraine will qualify regardless of whether Ukraine formally maintains its claim to sovereignty. For example, the 1999 Kumanovo Military Technical Agreement, in which Yugoslavia agreed to pull military forces out of Kosovo but did not recognize Kosovo’s autonomy or independence would qualify for a 'Yes' resolution.
The primary resolution source for this market will be an official announcement by Ukraine and/or the Russian Federation, however, an overwhelming consensus of credible reporting confirming an agreement has been reached will also qualify.
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:December 31, 2026 當前交易價為 11.5%,但我們的 AI 測算其公允價值僅為 1%,形成 -10.5% 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 August 31, 2026 識別為盤面上最具價值的機會。市場僅給予其 5.5% 的交易機率,而我們 AI 的公允價值評估為 5.9%——形成可觀的 +0.4% EV 差。
| Market | Trade Value | Fair Value | EV Gap |
|---|---|---|---|
| December 31, 2026 | 11.5% | 1.0% | -10.5% |
| August 31, 2026Best EV | 5.5% | 5.9% | +0.4% |
交易動態
以下是該事件的交易動態。
Jun 30, 2026
- 05:43 AM0X0x7a83cD1a9d4F876615dc4c7044C6234De0EfA220-1782013225985$1.00
Bought 8.333332 Yes for Will Ukraine agree to cede territory to Russia before 2027? at 0.12
- 05:39 AMZAZanetemi$1.00
Sold 9.09 Yes for Will Ukraine agree to cede territory to Russia before 2027? at 0.11
- 04:46 AM0X0x7a83cD1a9d4F876615dc4c7044C6234De0EfA220-1782013225985$1.00
Bought 8.333332 Yes for Will Ukraine agree to cede territory to Russia before 2027? at 0.12
- 12:33 AMNInilestrades$1.73
Bought 15.683332 Yes for Will Ukraine agree to cede territory to Russia before 2027? at 0.11
- 12:17 AMBAbarenverge$4.94
Bought 5.43 No for Will Ukraine agree to cede territory to Russia before 2027? at 0.91
- 12:16 AMBAbarenverge$4.85
Sold 5.45 No for Will Ukraine agree to cede territory to Russia before 2027? at 0.89
- 12:14 AMBAbarenverge$4.94
Bought 5.49 No for Will Ukraine agree to cede territory to Russia before 2027? at 0.9
- 12:10 AMBAbarenverge$4.90
Sold 5.5 No for Will Ukraine agree to cede territory to Russia before 2027? at 0.89
Jun 29, 2026
- 11:51 PMTZtzquantalpha001$488.81
Bought 543.117031 No for Will Ukraine agree to cede territory to Russia before 2027? at 0.9
- 11:13 PMV.v.tii$13.50
Bought 15 No for Will Ukraine agree to cede territory to Russia before 2027? at 0.9
- 10:56 PM——$1.09
Bought 1.224718 No for Will Ukraine agree to cede territory to Russia before 2027? at 0.89
- 10:56 PMANAnonnnn2409$25.97
Bought 29.179772 No for Will Ukraine agree to cede territory to Russia before 2027? at 0.89
正在押注該事件的鯨魚錢包
常見問題
目前市場對「Will Ukraine agree to cede territory to Russia by...?」的共識是什麼?
截至最新更新,December 31, 2026 以 11.5% 的獲勝機率領跑,其次是 August 31, 2026(5.5%)。該市場總成交量已達 $659.3K,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,August 31, 2026 是最顯著的錯誤定價。市場對其隱含機率僅給到 5.5%,而我們的 AI 測算其公允價值為 5.9%——形成 +0.4% 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 December 31, 2026 存在明顯的反應過度。人群把其即時交易價值推高至 11.5%,但我們的公允價值評估認為其真實機率僅為 1%,形成 -10.5% 的負 EV 差,表明該合約被高估。
