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Market Microstructure Worked Examples

Kalshi-Polymarket Arbitrage: Examples

Most apparent arbitrage between Kalshi and Polymarket evaporates once fees and slippage are applied. These scenarios show where edge survives and where it does not. The structure is the same in all: Yes and No ask prices from both venues, fees and slippage in basis points. Both pairings are checked, the cheaper one kept, and gross edge is one minus combined cost. Net edge subtracts fees and slippage; only positive net edge counts.

By AI Fin Hub Research · AI Fin Hub Team
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Worked Examples

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Each scenario keeps the starting point, the outcome, and the actual lesson in one place so the page reads like a decision notebook, not a data dump.

  1. 1

    Clean arbitrage, no costs

    Kalshi No at 0.46 and Polymarket Yes at 0.48 combine to 0.94, well under a dollar. No fees or slippage modeled, the idealized case.

    Buy Kalshi No plus Polymarket Yes, gross and net edge 600 bps, capital required $940, expected P&L $60.

    Kalshi Yes / No

    0.55 / 0.46

    Polymarket Yes / No

    0.48 / 0.49

    Fees / slippage

    0 / 0 bps

    Capital

    $1,000

    Combined cost of 0.94 leaves a 6 percent locked-in edge, $60 on $940 deployed. The tool automatically picks the cheaper pairing; the other side (Kalshi Yes 0.55 plus Polymarket No 0.49) sums above one and is rejected.

  2. 2

    Same quotes, fees eat most of it

    Identical prices, but now 300 bps of fees and 200 bps of slippage. This is what the trade looks like once real frictions apply.

    Gross edge 600 bps, net edge 100 bps after costs, expected P&L $10.

    Kalshi Yes / No

    0.55 / 0.46

    Polymarket Yes / No

    0.48 / 0.49

    Fees / slippage

    300 / 200 bps

    Capital

    $1,000

    Five hundred basis points of fees and slippage shrink the 600 bps gross edge to 100 bps net, cutting expected profit from $60 to $10. The gross edge is a mirage; only the net figure after frictions is tradeable, and it is now barely worth the execution risk.

  3. 3

    No arbitrage on either side

    Both venues price the contract near 0.51 to 0.52, so every Yes-plus-No pairing sums above a dollar. There is nothing to arbitrage.

    Direction none, gross edge minus 300 bps, expected P&L minus $30.

    Kalshi Yes / No

    0.52 / 0.52

    Polymarket Yes / No

    0.51 / 0.51

    Fees / slippage

    0 / 0 bps

    Capital

    $1,000

    The best available pairing still costs 1.03, a negative 300 bps edge, so the tool returns a direction of none. A negative gross edge means the two markets agree and there is no free money; forcing the trade would lock in a loss.

  4. 4

    Small but real edge at scale

    Kalshi No at 0.47 and Polymarket Yes at 0.49 combine to 0.96, a thinner 4 percent gross edge, with modest 100 bps fees and 50 bps slippage on $5,000.

    Gross edge 400 bps, net edge 250 bps, capital required $4,800, expected P&L $125.

    Kalshi Yes / No

    0.55 / 0.47

    Polymarket Yes / No

    0.49 / 0.49

    Fees / slippage

    100 / 50 bps

    Capital

    $5,000

    A 4 percent gross edge survives at 250 bps net because the frictions are small, and on $5,000 that is $125. The lesson is that thin edges only pay when fees and slippage are tightly controlled; the same trade at example 2's cost level would vanish.

Patterns

An arbitrage exists only when a Yes-plus-No pairing across venues costs less than one dollar.
Gross edge is one minus the combined cost; the tool automatically picks the cheaper of the two pairings.
Fees and slippage routinely consume most of a gross edge, so only the net figure after costs is tradeable.
When both pairings sum above a dollar the markets agree, the direction is none, and forcing the trade locks in a loss.

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Planning estimates only — not financial, tax, or investment advice.