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Toward Black–Scholes for Prediction Markets

Shaw Dalen, Daedalus Research Team·October 17, 2025·Academic Paper
prediction markets need their own black-scholes to price belief risk

Why It's Worth Reading

Proposes a unified stochastic kernel (logit jump-diffusion) for prediction markets analogous to Black-Scholes for options. Treats traded probability as a risk-neutral martingale, exposing belief volatility, jump intensity, and correlation as quotable risk factors. Defines derivative instruments (variance swaps, correlation swaps, first-passage notes) for hedging belief risk.

Extensive technical background assumed

Concepts

Platforms mentioned: Polymarket

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