Forecast Alpha
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AI RegulationDemo dataNO TRADE

[DEMO] Will FTC ruling on AI data practices be favorable?

Market 47.0% against model 55.0%. Resolves in 168d 7h, data updated 13d ago.

Share on X
Market
47.0%
Modelsim
55.0%
Edge EVsim
--
Confidencesim
0.31
Risksim
44
Liquidity
65
Volume
$105,625

Why this is not actionable

The model can still be informative here, but one or more gates blocks a trade call.

1 gate
Model confidence 0.31 below 0.40 — inputs too weak to disagree with the market.

Decision layer

No-trade decision

The model may still be informative, but at least one gate blocks an action-style signal.

NO TRADE
Edge
--
blocked

Expected value after costs, not raw probability spread.

Confidence
0.31
blocked

How much support the model sees across available inputs.

Liquidity
65
clear

Thin markets can erase apparent edge through spread and slippage.

Risk
44
watch

Resolution ambiguity, timing, and data quality pressure the decision.

Data
28/100
blocked

poor feature coverage.

Top blocking reasons
Model confidence 0.31 below 0.40 — inputs too weak to disagree with the market.

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.

NO TRADE
Decision
No trade

no side selected

Model vs market
+8.0pt

55.0% model / 47.0% market

Edge after costs
--

fees, spread, slippage, risk

Top blocker
1 gate

Model confidence 0.31 below 0.40 — inputs too weak to disagree with the market.

Next watch condition

Model confidence 0.31 below 0.40 — inputs too weak to disagree with the market.

Read this market in three passes

1. Probability gap
+8.0pt

Model 55.0% vs market 47.0%.

2. Edge after costs
--

Raw disagreement is reduced by fees, spread, slippage, and risk controls.

3. Decision
NO TRADE

No trade

Why this read matters

The model may disagree with price, but the gates say the disagreement is not actionable right now.

Data quality
28/100
Open risksim
44
Liquidity
65
NO TRADE
Market
47.0%
Modelsim
55.0%
Edge (EV)sim
--
Confidencesim
0.31
Risk scoresim
44
Liquidity
65
Resolves in
168d 7h

Volume $105,625

Why the engine declines to trade this market

  • - Model confidence 0.31 below 0.40 — inputs too weak to disagree with the market.

Declining to trade is a feature: most markets are priced fairly within costs, and the risk gates run before any edge is considered.

Market-implied vs model probability

Market-impliedSOURCE: DEMOModel estimateSIMULATEDModel above marketModel below market

Factor attribution

SimulatedGen v3 - V3 feature-model

The model estimates a 8-point higher probability than the market, primarily driven by historical base rate.

Factor attribution table showing how each input shifted the model probability
FACTORSIGNALWEIGHTLOG-ODDS ΔDIRECTIONDESCRIPTION
Historical base rate35%0.619BearishHistorical frequency for this kind of event — the prior before any market-specific evidence.
Model probability55.0%Prior: 35% · Market: 47.0%
Confidence (λ)0.31Final: 55.0% = λ·model + (1−λ)·market
Confidence components: data quality 0.28 · factor agreement 0.70 · liquidity 0.65

Comparable eventshistorical base rate 37.5% - n=8

EventDateOutcomePrior mkt prob.
SEC vs Terraform/Do Kwon — Default judgment2024-04-05SEC won $4.5B judgment by default after Do Kwon convicted in Montenegro.--
SEC Crypto enforcement — Coinbase wins dismissal motion2024-03-27Court denied some SEC claims; case continues. Mixed for Coinbase.--
EU AI Act — Final passage2024-03-13EU AI Act passed European Parliament. First comprehensive AI law.92%
Binance — DOJ settlement and guilty plea2023-11-21Binance pled guilty, $4.3B fine. CZ resigned as CEO.60%
FTX — Sam Bankman-Fried criminal conviction2023-11-02CONVICTED on all 7 counts. Sentenced to 25 years.90%
SEC vs Ripple (XRP) — Summary judgment on programmatic sales2023-07-13Partial win for Ripple. Programmatic XRP sales not securities. Institutional sales were.35%
OpenAI — FTC investigation opened2023-07-13FTC opened investigation into OpenAI's data practices.--
EU MiCA Regulation — Final passage2023-04-20MiCA 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

Approved / enactedp=63% · EV(YES) +53¢Denied / rejectedp=37% · EV(YES) -47¢Decision issued before deadli…p=87%Delayed past deadlinep=13% · EV(YES) -47¢Ruling windowroot

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).

PathPath prob.YES paysEV (YES, after costs)
Decision issued before deadline > Approved / enacted55.0%$1+49.6c
Decision issued before deadline > Denied / rejected32.1%$0-50.4c
Delayed past deadline12.9%$0-50.4c

Root-implied probability 55.0% reconciles with the model's 55.0% (±1pt invariant).

Description

Poor data quality on AI regulatory outcomes collapses model confidence below the threshold.

Resolution criteria (verbatim, with analyzer flags)

ambiguity 28/100analyzed by heuristic

Resolves YES if the Federal Trade Commission issues a final ruling deemed favorable to AI companies regarding their data collection and training practices in 2026.

  • Subjective judgment Resolution depends on someone's judgment call rather than an observable fact.

Resolves Sat, 12 Dec 2026 03:48:52 GMT. The contract pays on these exact criteria, not on the thesis.

Suggested paper position

The engine sizes NO TRADE markets to zero. Sizing never overrides the risk gates.

Paper position only. No real-money execution

Live open-market tracking

Market move
0.0pt
Toward model
Flat
Edge closed
-4.0pt
Snapshots
7

Since the first stored model read on 2026-06-09, the market has moved from 47.0% to 47.0%.

This is a directional diagnostic for unresolved markets, not final performance. Resolved outcomes still determine the official live record.

Data quality28/100 - poor

Demo seed — synthetic market datarel 90 - 1 feature
Demo seed — synthetic momentumrel 90 - 1 feature

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 liquidity35
Price volatility29
Resolution proximity0
Data quality38
Category base risk60
Resolution ambiguity28
Regulatory exposure0
Portfolio concentration0

Composite score 44/100, higher = riskier.

Related markets

MarketMktDelta
Category context
[DEMO] Crypto regulatory bill passes Senate vote this week?
same event: same venue event + same event type
55.0%+8pt

Divergences > 5pt flagged in amber. For cross-venue pricing, see the Scanner.