Scaling up Kalshi positions vs. traditional markets
I've been dabbling in Kalshi for a few months, mostly small positions on outcomes I feel pretty confident about. I'm profitable, but the scale is tiny. My usual equity trading involves sizing based on risk per trade, stop losses, and whatnot. Kalshi is different since it's event-based and binary. When you guys find an edge you're really confident in, how do you think about scaling your position sizes? Is it just a higher percentage of your capital, or do you have a different framework for these kinds of markets?
The key difference is that Kalshi's outcomes are binary and time-bound, which changes how you calculate expected value and risk per trade. For larger positions, I start by assessing the actual probability of the event, not just my gut feeling, and then compare that to the implied probability from the market price.