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HIGH·BUY YES·event·Cross-Venue Arb: Kalshi Systematically Underprices PolymarketJun 16, 2026 · 15h ago · expires 9h

Fields Medal cross-venue arb: buy Kalshi, sell Polymarket at 19¢ gap

X1/X2 shows Alexander Efimov at 6¢ on Kalshi vs 25¢ on Polymarket — a 19¢ cross-venue gap at 94% confidence. X5/X6 adds Logunov at 17¢ vs 31¢ (14¢ gap) and X9/X10 adds Pardon at 59¢ vs 69¢ (10¢ gap). The combined Fields Medal cluster offers three simultaneous arb legs on the same award, same outcome, different venues. Buy all three on Kalshi, sell/fade on Polymarket for a delta-neutral book; the 19¢ top gap is the lead leg. Total expected value across the cluster is the gap minus execution costs.

Multiple identical-outcome markets show Kalshi pricing 10-19¢ below Polymarket on the same contracts, with 94-95% confidence of market equivalence. The Fields Medal cluster is the most actionable: three separate candidates show 9-19¢ gaps with high confidence, suggesting a structural liquidity discount on Kalshi rather than any information difference. The Wisconsin governor primary also shows an 11¢ gap with 95% confidence, the tightest arb cluster.

IY2883%x-venue19¢spread23¢regimeCRI 15.7horizon2 monthsmarkets6

CatalystFields Medal announcement (typically July/August ICM Congress 2026)

RiskVenue-specific resolution rules differ; Kalshi may use different eligibility criteria than Polymarket; liquidity on Kalshi legs is thin

WatchPrices converge to within 2¢ at announcement or Kalshi reprices toward Polymarket · by 2026-08-01

Markets6 thesis · JSON ↗
POLY·0x8a8a885a2d36304757780431ebf620f4a31ab78a254020cb0f6300f9de81bed3

Who will win the 2026 Fields Medal?: Alexander Efimov

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POLY·0xc8fd0988416e7299aaf762cf3c6c7a83e5c0ef4093e927ee48b1a85fe8062942

Who will win the 2026 Fields Medal?: Aleksandr Logunov

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POLY·0xdef79aab7ed2ea2b1cf53f2c20d353380ff1583eb7e4b29109dc7c667f0d298f

Who will win the 2026 Fields Medal?: John Pardon

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sf ideas && sf book KXFIELDS-26-AEFI
Same themeCross-Venue Arb: Kalshi Systematically Underprices Polymarket