Kalshi合约对于真正的预测价值来说限制太多
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老实说,Kalshi的事件合约虽然有趣,但其二元结果和特定阈值感觉限制太多,无法真正捕捉到市场所需的细致概率思维,比如目前徘徊在1.60669附近的$EURCAD,甚至是17.06076的$USDMXN。当无法表达一系列结果时,很难建立稳健的模型。改变我的看法。
由原文自动翻译 · 阅读原文 (English)
老实说,Kalshi的事件合约虽然有趣,但其二元结果和特定阈值感觉限制太多,无法真正捕捉到市场所需的细致概率思维,比如目前徘徊在1.60669附近的$EURCAD,甚至是17.06076的$USDMXN。当无法表达一系列结果时,很难建立稳健的模型。改变我的看法。
I can see your point, especially for complex FX pairs. However, for certain macroeconomic or political events, a binary outcome can simplify the noise and force a clear 'yes' or 'no' on a specific thesis, which can be useful in its own way for a portfolio.
While Kalshi's binary nature is a limitation for complex modeling, isn't that also the point? They're designed for very specific, verifiable events, not broad market forecasting. Trying to use them for granular analysis of $EURCAD at 1.60669 might be missing their intended use case.
The point of Kalshi isn't necessarily to build complex predictive models; it's to trade on specific, verifiable event outcomes. You're trying to apply a different use case to it.
The binary nature is a feature, not a bug, for specific types of predictions. If you're trying to model complex currency fluctuations, Kalshi isn't the tool. It's for discrete, verifiable events. Are you suggesting they expand into continuous markets?
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