秋田预测市场 · Discord 审计

Kalshi 流动性激励因99美分挂单引发争议

2026-07-22 · Kalshi · 27 条相关讨论

Kevindoto 2026-07-21 21:57:29

I don't really understand why 99 cents was a problem in the first place...

I don't really understand why 99 cents was a problem in the first place...

Kevindoto 2026-07-21 21:57:47

Whoever's resting at 99c is providing liquidity to the strike... anyone can go buy the other side at 1c

Whoever's resting at 99c is providing liquidity to the strike... anyone can go buy the other side at 1c

Kevindoto 2026-07-21 21:58:34

If kalshi doesn't want to offer incentives on past events, then resolve the markets on time

If kalshi doesn't want to offer incentives on past events, then resolve the markets on time

Kevindoto 2026-07-21 21:59:08

and if it's not a past event, again they are providing liquidity to something that kalshi thought needed liquidity... so what exactly is the issue?

and if it's not a past event, again they are providing liquidity to something that kalshi thought needed liquidity... so what exactly is the issue?

weathermonkey 2026-07-21 22:32:15

past events attract bonders who are already incentivized by a risk-free 1c profit, so it seems useless to incentivize any further

past events attract bonders who are already incentivized by a risk-free 1c profit, so it seems useless to incentivize any further

Kevindoto 2026-07-21 22:34:30

What's your point? Past events shouldn't be bettable in the first place - they should be resolved

What's your point? Past events shouldn't be bettable in the first place - they should be resolved

Kevindoto 2026-07-21 22:34:44

If anything, this helps them resolve the markets more quickly

If anything, this helps them resolve the markets more quickly

Kevindoto 2026-07-21 22:34:47

which is a positive

which is a positive

weathermonkey 2026-07-21 22:34:59

i mean sure, prompt resolution is better than late... but early isn't always good (there have been instances where kalshi resolved too soon), and sometimes the contract terms neccessitate waiting until the resolution source comes out, despite the outcome being certain already

i mean sure, prompt resolution is better than late... but early isn't always good (there have been instances where kalshi resolved too soon), and sometimes the contract terms neccessitate waiting until the resolution source comes out, despite the outcome being certain already

Kevindoto 2026-07-21 22:35:22

Ok, then the bonder is providing liquidity

Ok, then the bonder is providing liquidity

Kevindoto 2026-07-21 22:37:10

It's either a) a good flag for kalshi to resolve things in a timely manner or b) someone is providing liquidty on something (even if it's a very likely outcome)

It's either a) a good flag for kalshi to resolve things in a timely manner or b) someone is providing liquidty on something (even if it's a very likely outcome)

weathermonkey 2026-07-21 22:37:13

well, i'm saying that the bonders will come bond the market anyway, regardless of the liq incentive

well, i'm saying that the bonders will come bond the market anyway, regardless of the liq incentive

Kevindoto 2026-07-21 22:37:38

sure but that's providing value either way

sure but that's providing value either way

weathermonkey 2026-07-21 22:38:09

i know. i agree the bonders provide value. i'm just saying kalshi doesn't need to incentivize that behavior because it comes for free

i know. i agree the bonders provide value. i'm just saying kalshi doesn't need to incentivize that behavior because it comes for free

weathermonkey 2026-07-21 22:38:41

(FWIW, I bond stuff to the tune of 6 figures all the time)

(FWIW, I bond stuff to the tune of 6 figures all the time)

Kevindoto 2026-07-21 22:39:07

i see what you're saying - im just not sure there's a solution that's not gameable if you want to exclude 99c bonders from rewards

i see what you're saying - im just not sure there's a solution that's not gameable if you want to exclude 99c bonders from rewards

weathermonkey 2026-07-21 22:41:49

hm, I'm not sure I follow... how are people gaming the 99c exclusion?

hm, I'm not sure I follow... how are people gaming the 99c exclusion?

Bjny2 2026-07-21 22:47:43

was also curious on ^

was also curious on ^

weathermonkey 2026-07-21 22:48:19

if people are exploiting it (and you don't like it), may as well just share it publicly to ruin the edge as a temporary fix until kalshi does something about it 🙂

if people are exploiting it (and you don't like it), may as well just share it publicly to ruin the edge as a temporary fix until kalshi does something about it 🙂

Bjny2 2026-07-21 22:55:06

yeah crossed my mind, understood though if someone doesn't want to give out there edge 🙂

yeah crossed my mind, understood though if someone doesn't want to give out there edge 🙂

Slade366 NovaRex 2026-07-22 02:05:37

I think both problems could be solved if liquidity rewards ACTUALLY only accrued for the first 1,000 shares in line, if people want to port their entire balance as a stack that's great but it should pnly start rewarding when they get in the first front 1,000 in line. Kalshi should reward people actually providing liquidity and getting filled, not people shilling the orderbook with bids they hope are never filled. I say this as someone who has earned more than my fair share of rewards with massive bids that never get filled. I know how to gain the current system but it does very little to actually increase liquidity in the markets as I assume Kalshi intends

I think both problems could be solved if liquidity rewards ACTUALLY only accrued for the first 1,000 shares in line, if people want to port their entire balance as a stack that's great but it should pnly start rewarding when they get in the first front 1,000 in line. Kalshi should reward people actually providing liquidity and getting filled, not people shilling the orderbook with bids they hope are never filled. I say this as someone who has earned more than my fair share of rewards with massive bids that never get filled. I know how to gain the current system but it does very little to actually increase liquidity in the markets as I assume Kalshi intends

Slade366 NovaRex 2026-07-22 02:09:41

With the current rewards system a majority of the liquidity is fake, it gets pulled before meaningful fills either purposefully or due to orders being cancelled due to insufficient funds. Rewarding only the first 1,000 shares keeps the orderbook accurate and honest

With the current rewards system a majority of the liquidity is fake, it gets pulled before meaningful fills either purposefully or due to orders being cancelled due to insufficient funds. Rewarding only the first 1,000 shares keeps the orderbook accurate and honest

Sexual.Caterpillar 2026-07-22 03:14:31

I think the only real fix is not having a set reward period but instead having some mechanism where once a strike hits 99 and is stable for say 30 minutes? or some arbitrary time period that the rewards end even if the market stays open

I think the only real fix is not having a set reward period but instead having some mechanism where once a strike hits 99 and is stable for say 30 minutes? or some arbitrary time period that the rewards end even if the market stays open

weathermonkey 2026-07-22 03:45:39

The drawback to rewarding only the first 1000 shares is that you remove the incentive to provide any additional liq beyond the first 1000. On a quiet market that already has 1000 at bbo, traders probably wouldn't want to add any additional liquidity because it's very possible they won't receive any rewards at all (until enough fills occur to reduce the queue) From Kalshi's perspective, I think they'd prefer that traders compete with each other to offer the most shares at bbo. (Even if they all play musical chairs to avoid being at the front of the line)

The drawback to rewarding only the first 1000 shares is that you remove the incentive to provide any additional liq beyond the first 1000. On a quiet market that already has 1000 at bbo, traders probably wouldn't want to add any additional liquidity because it's very possible they won't receive any rewards at all (until enough fills occur to reduce the queue) From Kalshi's perspective, I think they'd prefer that traders compete with each other to offer the most shares at bbo. (Even if they all play musical chairs to avoid being at the front of the line)

weathermonkey 2026-07-22 03:46:34

One thing that might help is to increase the target shares to a much higher number, like 10k or 100k

One thing that might help is to increase the target shares to a much higher number, like 10k or 100k

weathermonkey 2026-07-22 03:48:11

Poly offers maker rebates, which only pay out if you get filled ( you get a cut of trade fees). That seems like a good way to incentivize people to provide "useful" liquidity

Poly offers maker rebates, which only pay out if you get filled ( you get a cut of trade fees). That seems like a good way to incentivize people to provide "useful" liquidity

Kevindoto 2026-07-22 04:13:20

this seems like the most sensible solution imo

this seems like the most sensible solution imo