Odsage methodology
AI IPOs context
IPO markets move on valuation, funding, governance, and public-listing signals rather than model quality alone.
AI IPOs
This market will resolve to "Yes" if the public valuation of Anthropic surpasses the market capitalization of Bitcoin (BTC) at any point between market creation and December 31, 2026, 11:59 PM ET. Otherwise, this market will resolve to “No”. For Bitcoin, CoinGecko's data for BTC will be used, currently available at https://www.coingecko.com/en/coins/bitcoin. If CoinGecko stops showing relevant data, data from CoinMarketCap will be used instead. For Anthropic, any public valuation, or private funding round that values the company will be considered. To qualify, the valuation must be explicitly confirmed by Anthropic or an overwhelming consensus of credible reporting. The resolution source will CoinGecko and Anthropic's official communications; however a consensus of credible reporting may also be used.
Current yes probability
77.5%
Research priority
70
Watchlist. This is an information-density score, not a bet recommendation.
Market quality
54
Research only
Thin execution with estimated clean size of $20.
High wording risk; verify criteria before relying on the market price.
4 matching external signals in the current snapshot.
Watchlist research-priority score from volume, liquidity, probability tension, news, and keyword intent.
Risk radar
Resolution criteria are the main constraint. High wording risk; verify criteria before relying on the market price.
Next action
Wait for stronger evidence or cleaner liquidity before treating the price as actionable.
Sentiment-implied probability
No sentiment snapshot is available for this market yet. The next daily intelligence refresh can add one if enough relevant mentions are found.
Parlay cross-check
OpenAI IPO
Will OpenAI IPO by December 31 2026?
23.5%
Bid / ask
23% / 24%
Spread
1%
Volume
$792.7K
Match confidence 99%. Prices are a snapshot and can move before this page refreshes.
OpenAI IPO
Will OpenAI not IPO by December 31, 2026?
75.5%
Bid / ask
75% / 76%
Spread
1%
Volume
$402.2K
Match confidence 99%. Prices are a snapshot and can move before this page refreshes.
Anthropic IPO
Will Anthropic IPO by September 30, 2026?
9.5%
Bid / ask
9% / 10%
Spread
1%
Volume
$175.4K
Match confidence 99%. Prices are a snapshot and can move before this page refreshes.
Anthropic IPO
Will Anthropic IPO by December 31, 2026?
75.5%
Bid / ask
75% / 76%
Spread
1%
Volume
$136.6K
Match confidence 99%. Prices are a snapshot and can move before this page refreshes.
Execution quality
Thin
Estimated clean size: $20. Spread proxy: 7.2%.
Estimated from visible volume and liquidity. Use live orderbook depth before treating a headline price as executable.
Resolution intelligence
Use this page as a research note: check the market question, the exact resolution source on Polymarket, benchmark movement, company announcements, and liquidity before treating the displayed probability as a durable signal.
Resolution risk
High / 88
High resolution risk. Read the exact criteria and wording before treating this market price as a durable signal.
Signal timeline
Signals are evidence prompts, not picks. The point is to separate news, model evidence, and market mechanics.
Odsage methodology
IPO markets move on valuation, funding, governance, and public-listing signals rather than model quality alone.
fortune.com
Benchmark movement around OpenAI, Anthropic can shift best-model and model-ranking odds before formal resolution.
winbuzzer.com
Release timing around OpenAI, Anthropic, Google, xAI is relevant to GPT, Claude, Gemini, and Grok launch markets.
www.abhs.in
Benchmark movement around OpenAI, Anthropic, Google can shift best-model and model-ranking odds before formal resolution.
www.bgr.com
Track whether this news flow changes model-leadership, release-timing, or AI-sector odds.
Binary market edge
Enter the current yes price and your own fair-probability estimate. Odsage calculates expected return on cost and a conservative Kelly fraction capped at 25% of bankroll.
Expected return
10.3%
Positive means your fair probability is above the market-implied price after cost.
Kelly fraction
25%
Capped at 25% for risk control. Many traders use half Kelly or less.
Suggested stake
$250
Calculated from bankroll times capped Kelly fraction.
Forecast lab
Reddit users asked for calibration, CLV-style tracking, and fewer black-box picks. This lab stores your own forecast locally so you can compare it with the market later.
Current market
77.5%
Forecast delta
Above market by 8%
Stored in this browser only. It is a calibration journal, not a trade recommendation.
Private research note
Save the benchmark, resolution, or news detail you want to check next. Notes stay in this browser and are never sent to Odsage.
Filtered alerts
These preferences are saved in this browser for now. Email, push, wallet, and CLOB alerts can be layered on later once the signal filters prove useful.
Related markets
YES
9.7%
This market will resolve according to the company which owns the model which has the highest arena rank based off the Chatbot Arena LLM Leaderboard (https://lmarena.ai/) when the table under the "Leaderboard" tab is checked on July 31, 2026, 12:00 PM ET. Results from the "Rank" section on the Leaderboard tab of https://lmarena.ai/leaderboard/text with the style control off will be used to resolve this market. Models will be ordered primarily by their leaderboard rank at the market’s check time. If two or more models are tied on rank, they will be ordered by their Arena score, including any underlying, unrounded, granular values reflected in the data below the leaderboard. If a tie remains, alphabetical order of company names as listed in this market group will be used as a final tiebreaker (e.g., if the two models are tied by exact arena score, “Google” would be ranked ahead of “xAI”). This market will resolve based on the company that occupies first place under this ranking system. The resolution source for this market is the Chatbot Arena LLM Leaderboard found at https://lmarena.ai/. If this resolution source is unavailable at check time, this market will remain open until the leaderboard comes back online and resolve based on the first check after it becomes available. If it becomes permanently unavailable, this market will resolve based on another resolution source.
1M VOL
$2.8M
LIQUIDITY
$1.9M
AI Releases
YES
0%
This market will resolve to "Yes" if OpenAI's GPT-5.6 model is made available to the general public by the specified date (ET). Otherwise, this market will resolve to "No." GPT-5.6 refers to a product explicitly named GPT-5.6, or a variant that is recognized as a direct successor to GPT-5.5, similar to the progression from GPT-5.1 to GPT-5.2. (e.g., GPT-5.7, GPT-5.8, etc., would qualify toward a "Yes" resolution to this market) Qualifying releases of task-specialized models (e.g., GPT-Codex/Transcribe), cost-efficiency variants (e.g., Nano/Mini), or reasoning models of the o-series family will count for this market. Products labeled as a new flagship generation GPT-6 or similar will NOT qualify. For this market to resolve to "Yes," a qualifying model must be launched and publicly accessible, including via open beta or open rolling waitlist signups. A closed beta or any form of private access will not suffice. The release must be either clearly defined and publicly announced by OpenAI as being accessible to the general public or otherwise made publicly accessible and explicitly labeled within the company’s official website. Labeling errors, placeholder text, or version names displayed on the website that do not correspond to a model that is actually accessible to the general public will not qualify. The primary resolution source for this market will be official information from OpenAI, with additional verification from a consensus of credible reporting.
1M VOL
$1.4M
LIQUIDITY
$164.8K
YES
0%
This market will resolve to the company that achieves the highest market capitalization in U.S. dollars based on the official closing price on its first trading day in 2026. This market will resolve to a company that completes an Initial Public Offering (IPO) between January 1 and December 31, 2026, 11:59 PM ET. Market capitalization is defined as the total number of outstanding shares multiplied by the closing share price on the first trading day. If two or more companies have exactly equal highest closing market capitalizations, this market will resolve to the company whose listed name comes first alphabetically. Resolution will be based on the primary exchange’s official listing page. In the event that the relevant figure is not displayed, another reliable source will be used. In case the respective company's primary exchange’s official listing page does not report in U.S. dollars, it will be converted to U.S. dollars using the U.S. Federal Reserve Board’s H.10 foreign exchange reference rate for the relevant currency pair on the company’s first trading day (https://www.federalreserve.gov/releases/h10/). If no such rate is available for the relevant trading day, the most recent previously published rate will be used. If the relevant currency is not listed, another credible exchange rate source will be used. A listed company may resolve to "No" as soon as it becomes unable to complete an IPO, including due to acquisition, merger, or absorption by an entity that is already publicly traded. In the event of an interruption in the course of the normal trading session on the respective companies’ first day of trading (e.g., a circuit breaker or half-day), the market will resolve according to the official closing price of the abbreviated session. If no such official closing price is published, the market will resolve according to the next trading day on which an official closing price is published, treating that as the first day of trading for purposes of this market.
1M VOL
$1.1M
LIQUIDITY
$551.0K