Will Ukraine agree to give up the rest of Donbas before 2027?

根據「Will Ukraine agree to give up the rest of Donbas before 2027?」的最新預測市場資料，交易者已形成強烈共識。

目前，No 以壓倒性的 94.5% 獲勝機率主導市場；Yes 以 5.5% 位居第二。該市場的下注量已達 $143.3K，反映出市場的高度關注。

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

• No (94.5%)：No 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 95¢，顯示出市場的高度確信。

🥈 第二梯隊：主要挑戰者

• Yes (5.5%)：作為最可行的替代選項，Yes 保持著 5.5% 的成真機率，其「Buy Yes」份額目前成交價為 6¢。

This market will resolve to "Yes" if a deal in which Ukraine agrees to cede de facto control of all major cities under their control in the Donetsk and Luhansk Oblasts is reached between the Russian Federation and Ukraine by December 31, 2026, 11:59 PM ET. Otherwise, this market will resolve to “No”.

For the purposes of this market, major cities under Ukrainian control include the following: Kramatorsk, Sloviansk, Kostiantynivka, Druzhkivka, and Pokrovsk.

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.

Any agreement which cedes de facto military control of the listed cities will qualify regardless of if 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.

A Ukrainian agreement to cede de facto military control, will qualify regardless of the group/entity which replaces them.

Only territory ceded as part of a diplomatic process or agreement will qualify. If Russia captures these cities through military action it will not 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.

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：No 當前交易價為 94.5%，但我們的 AI 測算其公允價值僅為 84.7%，形成 -9.8% 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 Yes 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 15.3%——形成可觀的 +9.8% EV 差。