a16z顾问:预测市场中仅1.3%政治合约具备流动性,建议引入AI代理提供流动性

Odaily星球日报讯 斯坦福商学院教授、a16z&Meta 顾问 Andy Hall 在 X 平台发文表示,其团队建立了一个关注政治预测市场、流动性和结算规则的新数据集。研究发现,预测市场中绝大多数政治合约缺乏活跃度,仅 1.3%的合约具备足够流动性。Kalshi 与 Polymarket 很少列出规则相同的相同合约,导致流动性进一步碎片化。

Andy Hall 提出四项改进建议:第一,在核心问题上列出合约,与独立机构合作定义社会关注的市场;第二,向做市商支付费用以在政治市场注入初始流动性;第三,引入 AI 代理在人类不参与的领域进行交易,生成社会需要的价格参考;第四,跨平台建立统一的定义和结算规则。Andy Hall 认为,这些举措将吸引对冲政治风险的交易者,使预测市场成为社会所需的真相机器。

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