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Which company has best AI model end of June?

How the on-chain market is pricing "Which company has best AI model end of June?" right now, plus comparison with Kalshi, Betfair and Manifold.

14% YES 86% NO Volume: $8.7M Liquidity: $2.5M Closes: 30 Jun 2026
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Which company has best AI model end of June?

Platform comparison

PlatformYES oddsNO oddsFeeKYCSettlement
BTC Prediction Pick
polygram.ink
14% 86% 0% (USDC on-chain) No-KYC up to $1,500 USDC, auto via UMA oracle Open on BTC Prediction →
Polymarket
polymarket.com
14% 86% 0% Geo-blocked in US/UK/EU USDC, on-chain Open on BTC Prediction →
Kalshi
kalshi.com
Up to 7% per trade US-only, KYC required USD Open on BTC Prediction →
Betfair Exchange
betfair.com
2-5% commission Full KYC from first trade GBP / EUR Open on BTC Prediction →
Manifold Markets
manifold.markets
Play-money (mana) None — play-money Mana (no cash-out) Open on BTC Prediction →

Live odds for Polymarket-based markets come from the Polygon order book. Non-Polymarket venues show attributes only; clicking any row opens the market on BTC Prediction.

Active sub-markets

Google14% YES87% NO
OpenAI3% YES97% NO
Z.ai0% YES100% NO
DeepSeek0% YES100% NO
Mistral0% YES100% NO
Microsoft0% YES100% NO

Market context

The Chatbot Arena leaderboard ranks large language models by Elo rating derived from head-to-head user comparisons. On 30 June 2026, the market resolves to whichever company owns the top-ranked model according to the leaderboard's "Rank" column, with Arena score as the tiebreaker. This represents a snapshot of perceived model quality at a specific moment, not cumulative performance or market adoption.

Historical precedent suggests the leaderboard leadership rotates between OpenAI, Anthropic, and Google. OpenAI's GPT-4 variants have held top positions since the leaderboard's inception, though Anthropic's Claude models have periodically challenged that standing. The 14% implied probability reflects market scepticism that any challenger displaces the incumbent within eighteen months. Previous leaderboard shifts have typically followed major model releases—Claude 3 Opus, GPT-4 Turbo, and Gemini 2.0 each triggered ranking movements. The current probability suggests traders assign roughly 86% confidence to OpenAI maintaining leadership, consistent with the company's historical dominance in benchmark performance.

Key catalysts include scheduled model releases from all three major competitors. Anthropic has signalled Claude 4 development; OpenAI typically releases GPT iterations on unpredictable timelines; Google's Gemini roadmap remains partially opaque. The leaderboard itself updates continuously as users submit comparisons, meaning final rankings depend on voting patterns in the weeks immediately preceding the settlement date. Any major capability breakthrough—whether in reasoning, coding, or multimodal performance—could shift the leaderboard substantially. Traders should monitor preprint servers and company announcements from April 2026 onwards, as model releases often precede leaderboard movement by weeks.

Methodology

Methodologically this overview focuses on on-chain pricing: Polymarket's live mid comes from the Polygon conditional-token order book and settles automatically in USDC. The other three venues — Kalshi, Betfair, Manifold — are listed with their platform attributes, because they operate off-chain and a 1:1 comparison of contract mechanics isn't possible.

Resolution & payout

Settlement is on-chain via UMA Optimistic Oracle. A proposer posts the outcome with a bond, a two-hour dispute window opens, then the smart contract lifts winning conditional tokens to 1 USDC and sends payments to holders' wallets automatically. No withdrawal fees beyond Polygon gas.

Off-chain venues (Kalshi, Betfair, Smarkets) settle in local fiat through bank-side clearing — faster than SWIFT, slower than on-chain. Manifold pays no real cash.

FAQ

Is this market available outside the US?
BTC Prediction is available in most jurisdictions where Polymarket isn't directly accessible. Polymarket itself is geo-blocked in the US/UK/EU. Always check local regulations.
How does resolution work?
Through the UMA Optimistic Oracle on Polygon: a proposer submits the outcome, a two-hour challenge window opens, and USDC payouts settle automatically once the result is final.
What's the difference between YES and NO shares?
A YES share pays $1.00 if the event happens, $0 otherwise. A NO share pays $1.00 if the event doesn't happen. The market price between 0¢ and 100¢ is the implied probability.
What does it cost to trade on BTC Prediction?
Zero. BTC Prediction routes every order to the live Polymarket order book; the only cost is the Polygon network fee, typically under $0.01 per transaction.
How fast are USDC deposits?
Polygon credits deposits after 12 confirmations — usually under 30 seconds. Withdrawals follow the same path and land back in your wallet within minutes.
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