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Prediction Markets
How Polymarket, Kalshi, and prediction exchanges work — and what they mean for sports forecasting.
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What Are Prediction Markets?

Prediction markets are exchanges where participants trade contracts tied to the outcome of future events. Instead of betting against a bookmaker, you trade with other users. The market price of a contract reflects the crowd's aggregated probability estimate for an event occurring.

If you buy a "YES" contract for "Will Arsenal win the Premier League?" at 15¢, you receive $1 if Arsenal wins and $0 if they don't. The 15¢ price implies the market thinks there's approximately a 15% chance of this happening.

Unlike traditional bookmakers, prediction markets have no built-in margin — prices are set by supply and demand. This can create opportunities when market prices diverge from true probabilities, though liquidity and fees remain practical considerations.

How Prediction Markets Work
The mechanics of trading binary outcome contracts
Binary Outcome: YES + NO = $1.00YES62¢Pays $1 if true+NO38¢Pays $1 if falseMarket implies 62% probability the event occurs62¢ + 38¢ = $1.00 (no arbitrage)
Buying YES

You believe the event will happen. Pay the current YES price (e.g., 62¢) and receive $1 if correct, $0 if wrong.

Example:
Buy 100 YES shares at 62¢ = $62
If YES: Receive $100 (profit $38)
If NO: Receive $0 (lose $62)
Buying NO

You believe the event won't happen. Pay the current NO price (e.g., 38¢) and receive $1 if correct, $0 if wrong.

Example:
Buy 100 NO shares at 38¢ = $38
If NO: Receive $100 (profit $62)
If YES: Receive $0 (lose $38)
You Can Exit Early

Unlike fixed-odds betting, you can sell your position before the event resolves. If you bought YES at 40¢ and the price rises to 70¢, you can sell for a profit without waiting for the outcome. This is similar to trading stocks.

The Order Book
How buyers and sellers set the market price
Prediction Market Order BookBID (Buy YES)ASK (Sell YES / Buy NO)Market Price: 62¢61¢$2,40060¢$5,10059¢$8,30058¢$12,50057¢$18,20063¢$1,80064¢$4,20065¢$7,60066¢$11,40067¢$15,800Buyers want to pay lessSellers want to receive more
Bids (Buy Orders)

Orders from people wanting to buy YES shares. They sit below the current price, waiting for sellers willing to accept less. The highest bid is the "best bid."

Asks (Sell Orders)

Orders from people wanting to sell YES shares (or buy NO). They sit above the current price, waiting for buyers willing to pay more. The lowest ask is the "best ask."

The Spread

The gap between the best bid and best ask is the "spread." Tight spreads (1-2¢) indicate liquid markets where it's cheap to trade. Wide spreads (5-10¢+) mean higher transaction costs and less reliable price signals. In the example above, the spread is 63¢ - 61¢ = 2¢.

Major Prediction Market Platforms
Polymarket
Crypto-native, global access

The largest prediction market by volume. Built on Polygon blockchain, trades settle in USDC stablecoin. Global access (except US for betting), no KYC for small amounts.

High liquidity on major events (elections, crypto)
Low fees (~2% on winnings)
Real-time trading, 24/7
Limited sports markets currently
Requires crypto wallet setup
Best for: Political events, crypto markets, high-stakes traders
Kalshi
US-regulated, CFTC-approved

The first CFTC-regulated prediction market exchange in the US. Trades in USD, requires full KYC. Recently approved for political event contracts.

Fully regulated, funds protected
Trade in USD, bank transfers
Wide variety of event categories
US only (for now)
Lower liquidity than Polymarket on some events
Best for: US traders, economic events, weather, regulatory safety
Betfair Exchange
Sports-focused, established

The original betting exchange, operating since 2000. Users bet against each other rather than the house. Massive sports liquidity, especially for football.

Deepest sports liquidity globally
Lay betting (bet against outcomes)
In-play trading during matches
5% commission on net winnings
Not available in US, Australia
Best for: Football betting, in-play trading, matched betting
PredictIt
Academic, small-stakes

Run by Victoria University as a research project. CFTC no-action letter allows limited trading. $850 max position per market.

Available in US
Low barrier to entry
10% fee on profits + 5% withdrawal
Position limits restrict serious trading
Being wound down (CFTC withdrawal)
Best for: Small-stakes US political trading (while it lasts)
Why Use Prediction Markets?
Advantages over traditional bookmakers
No Built-In Margin

Bookmakers build 3-10% margins into odds. Prediction markets only charge fees on trades or winnings, often resulting in better effective odds.

Trade Out Anytime

Lock in profit or cut losses before the event resolves. No waiting for the final whistle if the market moves in your favor.

Price Discovery

Markets aggregate information from many participants. Prices often reflect true probabilities better than any individual model.

No Account Limits

Unlike bookmakers who restrict winning bettors, exchanges welcome sharp traders — they add liquidity and improve price accuracy.

Sports Betting Applications
How prediction markets apply to football

While Polymarket and Kalshi focus on political and economic events, the underlying mechanics are identical to sports betting exchanges like Betfair. Understanding prediction markets helps you:

1. Read Market Probabilities

Prices directly translate to probabilities. A team trading at 35¢ to win implies a 35% chance. This is cleaner than converting bookmaker odds.

2. Identify Value

If your model says 45% but the market says 35%, you have a potential edge. The gap between your estimate and market price is your expected profit margin.

3. Trade In-Play

Betfair Exchange allows trading during matches. If your model updates faster than the market (e.g., tracking xG live), you can trade on information advantages.

4. Hedge Positions

Took a pre-match position that's now winning? Sell some shares to lock in profit. This risk management isn't possible with fixed-odds bookmakers.

For Football Analytics

Betfair Exchange is the primary prediction market for football. Premier League matches regularly see £10M+ matched per game. The closing odds (just before kickoff) are considered the most accurate probability estimates available — beating them consistently is the benchmark for any model.

Limitations & Risks
Liquidity Varies

Major events have deep liquidity; niche markets may have wide spreads or insufficient volume to execute large trades at quoted prices.

Fees Add Up

Betfair charges 5% on net winnings. If you're scalping small edges with high turnover, commission can eliminate your profits.

Regulatory Uncertainty

Polymarket isn't available to US residents for betting. Kalshi faces ongoing CFTC battles over event types. Rules can change.

Resolution Disputes

Who decides if an event occurred? Platforms use oracles or committees. Edge cases (abandoned matches, rule changes) can lead to contested outcomes.

Counterparty Risk (Crypto)

For crypto-based platforms like Polymarket, your funds are held in smart contracts. Smart contract bugs, hacks, or regulatory seizures could result in loss of funds. This risk doesn't exist with regulated exchanges like Kalshi or Betfair.

Getting Started
Practical steps to explore prediction markets
1
Start with Observation

Watch markets without trading. Compare Polymarket/Kalshi prices to bookmaker odds. Notice how prices move as news breaks.

2
Choose Your Platform

For sports: Betfair Exchange. For politics/economics: Polymarket (global) or Kalshi (US). Start small to understand the interface.

3
Understand the Order Book

Learn to read depth, identify the spread, and place limit orders. Market orders cost more due to slippage — patience is rewarded.

4
Track Your Performance

Record every trade. Calculate your ROI after fees. Are you consistently beating the closing line? That's the real test of edge.

Important Disclaimer

This article is educational only and does not constitute financial or betting advice. Prediction markets involve real financial risk. Regulatory status varies by jurisdiction — verify legality in your location before participating.

Only trade with money you can afford to lose
Understand platform-specific risks (smart contracts, custody)
Check your local laws before trading
Past performance does not guarantee future results