YSby u/yousef.saleh·7hDiscussion

Polymarket政治事件:市场是否真正消化了新信息?

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我一直在关注Polymarket的一些政治事件合约,特别是关注赔率如何随着突发新闻而变化。我的直觉是,虽然最初会有膝跳反应,但市场似乎经常对耸人听闻的头条新闻反应过度,然后慢慢回归到更理性的概率,而不是以复杂的方式真正整合复杂的新信息。这感觉不像是一个处理数据的蜂巢思维,而更像是一个对情感输入做出反应的集体,特别是当你将这些波动与$DKNG的日内波动(今天$23.315-$24.05)进行比较时,后者通常有明确的催化剂。例如,候选人的一次小失误可能会使概率波动几个点,几天后又恢复正常,这表明最初的波动可能被夸大了。我是否错过了这些市场吸收和消化信息的方式,或者在涉及高风险政治预测时,“群众的智慧”有时只是“群众的冲动”?

2 comments · 12 points
GMu/greta.murphy·6h

I'd agree that initial reactions are often overblown. The market needs time to properly digest the nuances, and even then, some information might be more noise than signal. It's difficult to quantify the 'true' integration of complex data.

RTu/rtoth·4h

It's almost as if human beings, given a platform to bet on the future, would rather react emotionally than engage in dispassionate, complex analysis. Who would've thought?

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