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HIGH·SELL·crypto·Claude Opus Score Contagion Lag Creates Structural ArbJul 27, 2026 · 2h ago · expires 22h

59-point contagion gap in Claude Opus score markets — sell the laggard

C1 and C2 show trigger contracts (above 1460/1465) have fallen 34 and 32 delta points respectively, while the lagging above-1505 contract remains at 60c — a -59c gap. By logical necessity, above-1505 cannot resolve YES unless all lower thresholds also resolve YES, meaning the laggard is structurally overpriced. C8 confirms the reverse: the above-1460 contract at 60c is underpriced relative to above-1505 at 60c given the trigger has already moved. Sell the 60c above-1505 contract immediately.

The Claude Opus debut score markets show a textbook contagion structure: lower-threshold contracts (above 1460, 1465, 1470) have already repriced down 24-34 delta points, while the above-1505 lagging contract remains stuck at 60c — creating 51-59 point gaps that are pure structural lag, not new information. These markets must converge by definition since a score above 1505 logically implies above 1460/1465/1470, making the overpriced upper-threshold contracts the clean short.

IY154%contagion59¢regimeCRI 1.5horizon1-2 weeksmarkets2

CatalystClaude Opus official benchmark score release

RiskMarkets on different resolution criteria or timing; liquidity prevents full arb capture

WatchAbove-1505 contract reprices down to below 30c to close gap · by 2026-08-10

Markets3 thesis · JSON ↗
KALSHI·KXARENASCORE-OPUS49-1505Kalshi
next Claude Opus debut score?: Above 1505
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KALSHI·KXARENASCORE-OPUS49-1500Kalshi
next Claude Opus debut score?: Above 1500
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sf ideas && sf book KXARENASCORE-OPUS49-1505
Same themeClaude Opus Score Contagion Lag Creates Structural Arb