Blinq Research

Blinq Research

Blinq Research

Market Intelligence for Prediction Markets

Market Intelligence for Prediction Markets

New

Gap risk · Leverage

June 2025

1.

Jump-Risk Analysis for Leverage Productson Prediction Markets

A rigorous 1-minute gap analysis across Polymarket's full history — $62B+ notional, ~15,100 markets — examining whether prediction markets can safely carry leverage and how violently their prices move minute-to-minute.

$62B+

Polymarket all-time notional volume analyzed

15,100+

Markets in the dataset

65%

Volume in low gap-risk long-duration markets

$167.8M

Traded on 2024 US election night — zero ≥5¢ 1-min moves

Key takeaways

$40B+ Low-Risk Volume :

65% of Polymarket volume comes from 30-day+ markets with minimal gap risk.

Election Night Stress Test :

$167.8M traded through a +38pt move with zero ≥5¢ one-minute gaps.

Predictable Gap Risk :

Risk is concentrated in intraday and resolution-period markets and can be managed.

Politics Leads the Way :

$15B+ volume and $150M+ open interest make politics ideal for leverage.

Blinq Research · 14 min read

Blinq Research · 14 min read

More research on the way

Future pieces will cover liquidity modeling, auto-deleveraging mechanics, and cross-market correlation studies.

2.

Research 2

Coming soon

A rigorous 1-minute gap analysis across Polymarket's full …

3.

Research 3

Coming soon

A rigorous 1-minute gap analysis across Polymarket's full …

4.

Research 4

Coming soon

A rigorous 1-minute gap analysis across Polymarket's full …

Blinq Research

Market Intelligence for Prediction Markets

New

Gap risk · Leverage

June 2025

1.

Jump-Risk Analysis for Leverage Productson Prediction Markets

A rigorous 1-minute gap analysis across Polymarket's full history — $62B+ notional, ~15,100 markets — examining whether prediction markets can safely carry leverage and how violently their prices move minute-to-minute.

$62B+

Polymarket all-time notional volume analyzed

15,100+

Markets in the dataset

65%

Volume in low gap-risk long-duration markets

$167.8M

Traded on 2024 US election night — zero ≥5¢ 1-min moves

Key takeaways

$40B+ Low-Risk Volume :

65% of Polymarket volume comes from 30-day+ markets with minimal gap risk.

Election Night Stress Test :

$167.8M traded through a +38pt move with zero ≥5¢ one-minute gaps.

Predictable Gap Risk :

Risk is concentrated in intraday and resolution-period markets and can be managed.

Politics Leads the Way :

$15B+ volume and $150M+ open interest make politics ideal for leverage.

Blinq Research · 14 min read

More research on the way

Future pieces will cover liquidity modeling, auto-deleveraging mechanics, and cross-market correlation studies.

2.

Research 2

Coming soon

A rigorous 1-minute gap analysis across Polymarket's full …

3.

Research 3

Coming soon

A rigorous 1-minute gap analysis across Polymarket's full …

4.

Research 4

Coming soon

A rigorous 1-minute gap analysis across Polymarket's full …