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HIGH·BUY YES·policy·Cross-Venue Arb: Kalshi Systematically Underprices PolymarketJun 16, 2026 · 14h ago · expires 10h

Wisconsin Governor Dem Primary: tightest arb at 95% confidence

X7/X8 shows Francesca Hong at 40¢ on Kalshi vs 51¢ on Polymarket — an 11¢ gap at 95% confidence, the highest confidence score in the cross-venue dataset. This is a cleaner arb than the Fields Medal cluster because the primary election is a binary, well-defined outcome with a fixed resolution date. At 40¢, Kalshi is pricing 11 points of free edge vs Polymarket. Buy X7 on Kalshi; hedge with a short on X8. The 95% confidence of market equivalence means execution risk, not thesis risk, is the dominant variable.

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.

IY390%x-venue11¢spread22¢regimeCRI 1.5horizonVariable — primary date TBDmarkets2

CatalystWisconsin Democratic Governor primary election result

RiskMarkets resolve differently due to write-in or third-candidate scenarios; Kalshi liquidity may not fill at 40¢

WatchX7 and X8 converge; buy X7 at 40¢ targets 51¢+ resolution · by 2026-08-11

Markets2 thesis · JSON ↗
POLY·0x00925aafdbb3fbec14b49f343eb430ddb9cc1f827e5934b5513703d13f2851de

Wisconsin Governor Democratic Primary Winner: Francesca Hong

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