// prediction market alpha

The crowd prices box office
on gut feel. We price it
on data velocity.

Kinetic Alpha is an autonomous agent that generates +EV trading signals for entertainment markets on Polymarket. It ingests alternative data the crowd ignores, and finds the edge before they catch up.

LIVE SIGNAL 2026-04-03 18:00:00 UTC
Market "Will [Film X] gross $100M+ OW domestic?"
Polymarket Implied Prob 42% (YES @ $0.42)
Kinetic Alpha True Prob 61%
Delta (The Edge) +19%

Data Drivers TikTok hashtag velocity +380% in 48h, diverging
from baseline. YouTube trailer 2 hit 12M views in
24h (top 5% historical). AMC LA/NY presale fill
rate at 74% two weeks out.

Actionable Signal BUY YES
Suggested Sizing Moderate (Kelly: 0.31)
// data ingestion

Four streams the crowd can't synthesize fast enough

01 TRAILERS

Content Velocity

YouTube API view counts at 24h, 48h, and 7d intervals. Like/dislike ratios. NLP comment sentiment distinguishing genuine hype from meme-mockery.

02 SOCIAL

Platform Momentum

TikTok hashtag growth curves and Twitter/X mention velocity, compared against historical baselines of known over-performers and under-performers.

03 PRESALE

Seat Map Proxies

Scraped seat-map data from bellwether AMC locations in LA, NY, and major suburbs. Organic ticket pre-sale estimation starting two weeks before release.

04 MARKET

Live Odds Tracking

Continuous ingestion of Polymarket YES/NO share prices. When our True Probability diverges from Implied Probability, the signal fires.

How the edge works

01

Ingest alternative data

Continuously pull trailer metrics, social velocity, and pre-sale signals for every film with an active Polymarket contract. 60 days pre-release through resolution.

02

Calculate True Probability

Synthesize all data streams into a single probability estimate. Weight velocity (rate of change) over absolute numbers. The crowd reacts to headlines. We react to acceleration.

03

Identify mispricing

Compare True Probability against Polymarket's Implied Probability. When the delta exceeds our confidence threshold, the signal fires. Mathematical, emotionless.

04

Size the position

Kelly Criterion determines sizing: Conservative, Moderate, or Aggressive based on edge confidence. No overexposure. The system protects capital as aggressively as it deploys it.

14/20

of Polymarket's top traders are bots.

They trade crypto and politics. None of them specialize in entertainment. The box office market is mispriced because nobody has built the data pipeline to price it correctly. Until now.