VARY

SUNS VS. TRAIL BLAZERS

Collin Gillespie: Assists O/U 3.5

CLOSING SOON2H 58M REMAININGVOL $15 · LIQ $25K · SPREAD 4.0%

VARY CALL

NO
54%
MARKET
61%
DIFFERENCE
−7pts
CONFIDENCE
LOWLOW confidence

MARKET VS VARY

NOYES
Market 39 percentVARY 46 percent
MARKET 39%VARY 46%
24H VOLUME
$15
LIQUIDITY
$25K
CLOSES
2H 58M REMAINING
CATEGORY
SPORTS

OUR TAKE

We read this 7 points higher than the market, based on market structure.

WHY NO?

  • MARKET MOMENTUM (1H)POSITIVE
  • MARKET MOMENTUM (24H)POSITIVE
  • VOLUME CONCENTRATIONPOSITIVE

SIGNAL LEDGER · EXPERIMENTAL MODEL

  • Market Momentum (1h)
    POSITIVE
    +10
  • Market Momentum (24h)
    POSITIVE
    +4.4
  • Volume Concentration
    POSITIVE
    +9

Polymarket currently prices YES at 39% with $25K of live liquidity and $15 traded in the last 24 hours.

The market has moved up 4 points over the last 24 hours, so pricing is still adjusting rather than settled.

Our signals shift the estimate up 7 points from the market price. Adjustments are capped, experimental and not calibrated.

We start from the market price, then apply a bounded adjustment from our own signals — market structure, momentum and, for crypto markets, live spot data. The adjustment can never exceed 15 percentage points. The model is experimental and not yet calibrated.

EXPERIMENTAL MODEL

  • Price Momentum25%
  • Prediction Market Momentum20%
  • Volume15%
  • Volatility15%
  • Order Book Imbalance15%
  • News Sentiment10%

WEIGHTS ARE ILLUSTRATIVE AND NOT VALIDATED

OUR ESTIMATE vs MARKET

OUR MODEL MARKET

MARKET PATH FROM POLYMARKET · OUR PATH APPLIES THE CURRENT BOUNDED ADJUSTMENT

WHAT CHANGED?

  1. LAST 24HMARKET 35% → 39%

    Polymarket mid-price movement over the last day.

  2. LAST 7DMARKET 50% → 39%
  3. NOWMARKET MOMENTUM (1H) POSITIVE (+10)
  4. NOWOUR ESTIMATE 46%

    Market 39% · bounded adjustment +7 pts.

VIEW ON THE MARKET

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EXPERIMENTAL PROBABILITY ESTIMATES · VARY IS READ-ONLY · NOT FINANCIAL ADVICE