EU AI Act full enforcement delayed past Q4 2026?
Market 49.0% against model 55.0%. Resolves in 188d 10h, data updated 13d ago.
Decision layer
Watchlist candidate
The market is worth monitoring, but the current edge or evidence does not justify an actionable label.
Expected value after costs, not raw probability spread.
How much support the model sees across available inputs.
Thin markets can erase apparent edge through spread and slippage.
Resolution ambiguity, timing, and data quality pressure the decision.
weak feature coverage.
Why / why not trade
One decision layer for the market read.
This public box mirrors the internal diagnostic style without exposing execution controls: decision, probability gap, cost-adjusted edge, blocker, and next thing to monitor.
side YES
55.0% model / 49.0% market
fees, spread, slippage, risk
Interesting disagreement, but the full action threshold is not met.
Watch resolution risk, timing, and data quality before trusting the gap.
Read this market in three passes
Model 55.0% vs market 49.0%.
Raw disagreement is reduced by fees, spread, slippage, and risk controls.
Watch, do not force it
Why this read matters
The market is directionally interesting, but at least one evidence, edge, liquidity, or risk condition is not strong enough.
EU AI Act full enforcement delayed past Q4 2026?
Volume $90,000
Market-implied vs model probability
Factor attribution
The model estimates a 6-point higher probability than the market, primarily driven by historical base rate.
| FACTOR | SIGNAL | WEIGHT | LOG-ODDS ΔLog-odds contribution measures how much each factor shifted the model's probability estimate in log-odds space — the mathematically correct way to stack independent evidence. Formula: Δlog-odds = weight × signal. Positive values push the probability up; negative values push it down. Log-odds are converted back to probability via the logistic function at the end. | DIRECTION | DESCRIPTION |
|---|---|---|---|---|---|
| Historical base rate | 40% | — | −0.406 | Bearish | Historical frequency for this kind of event — the prior before any market-specific evidence. |
| Model probability | 55.0% | Prior: 40% · Market: 49.0% | |||
| Confidence (λ)Confidence λ (lambda) controls how much weight to give the model vs. the market. Formula: p_final = λ·p_model + (1−λ)·p_market. λ is derived from data quality, factor agreement, and liquidity. When inputs are weak, the model shrinks toward the market — not toward 50%. | 0.59 | Final: 55.0% = λ·model + (1−λ)·market | |||
Comparable eventshistorical base rate 37.5% - n=8
| Event | Date | Outcome | Prior mkt prob. |
|---|---|---|---|
| SEC vs Terraform/Do Kwon — Default judgment | 2024-04-05 | SEC won $4.5B judgment by default after Do Kwon convicted in Montenegro. | -- |
| SEC Crypto enforcement — Coinbase wins dismissal motion | 2024-03-27 | Court denied some SEC claims; case continues. Mixed for Coinbase. | -- |
| EU AI Act — Final passage | 2024-03-13 | EU AI Act passed European Parliament. First comprehensive AI law. | 92% |
| Binance — DOJ settlement and guilty plea | 2023-11-21 | Binance pled guilty, $4.3B fine. CZ resigned as CEO. | 60% |
| FTX — Sam Bankman-Fried criminal conviction | 2023-11-02 | CONVICTED on all 7 counts. Sentenced to 25 years. | 90% |
| SEC vs Ripple (XRP) — Summary judgment on programmatic sales | 2023-07-13 | Partial win for Ripple. Programmatic XRP sales not securities. Institutional sales were. | 35% |
| OpenAI — FTC investigation opened | 2023-07-13 | FTC opened investigation into OpenAI's data practices. | -- |
| EU MiCA Regulation — Final passage | 2023-04-20 | MiCA passed European Parliament. Comprehensive EU crypto framework. | 90% |
Real historical events from the comparable-events library (showing 8 of 8 matched). The model's base rate is the realized frequency over the full matched set.
Scenario treeEngine template
Node probabilities are conditional on the parent; hover for cumulative path probability. Leaf EV is per $1 YES contract at the current price, before fees (fee-adjusted EVs in the table on the left).
| Path | Path prob. | YES pays | EV (YES, after costs) |
|---|---|---|---|
| Decision issued before deadline > Approved / enacted | 55.0% | $1 | +47.5c |
| Decision issued before deadline > Denied / rejected | 32.1% | $0 | -52.5c |
| Delayed past deadline | 12.9% | $0 | -52.5c |
Root-implied probability 55.0% reconciles with the model's 55.0% (±1pt invariant).
Description
EU regulatory timeline. Model sees slightly higher delay probability than market.
Resolution criteria (verbatim, with analyzer flags)
analyzed by heuristicResolves YES if the EU Commission officially delays full AI Act enforcement obligations past December 31, 2026.
Resolves Fri, 01 Jan 2027 03:48:52 GMT. The contract pays on these exact criteria, not on the thesis.
Suggested paper position
Paper position only. No real-money execution
Live open-market tracking
Since the first stored model read on 2026-06-09, the market has moved from 49.0% to 49.0%.
This is a directional diagnostic for unresolved markets, not final performance. Resolved outcomes still determine the official live record.
Data quality58/100 - weak
When features are unavailable, the model increases uncertainty and weights the final estimate closer to the market price. Lower data quality does not mean the market is wrong. It means the model is being appropriately humble.
Risk factor breakdownsim
| Inverse liquidity | 40 | |
| Price volatility | 23 | |
| Resolution proximity | 0 | |
| Data quality | 61 | |
| Category base risk | 60 | |
| Resolution ambiguity | 8 | |
| Regulatory exposure | 0 | |
| Portfolio concentration | 0 |
Composite score 46/100, higher = riskier.
Related markets
| Market | Mkt | Delta |
|---|---|---|
| Category context | ||
| [DEMO] Crypto regulatory bill passes Senate vote this week? same theme: same event type + wording overlap | 55.0% | +8pt |
Divergences > 5pt flagged in amber. For cross-venue pricing, see the Scanner.