Platform comparison
| Platform | YES odds | NO odds | Fee | KYC | Settlement | |
|---|---|---|---|---|---|---|
Polymarket (via Who Will Win 2026) Pick polygram.ink (preferred broker) |
100% | 0% | 0% (USDC on-chain) | No-KYC up to $1,500 | USDC, auto via UMA oracle | See live odds → |
Polymarket (direct) polymarket.com |
100% | 0% | 0% | Geo-blocked in US/UK/EU | USDC, on-chain | See live odds → |
Kalshi kalshi.com |
— | — | Up to 7% per trade | US-only, KYC required | USD | See live odds → |
Betfair Exchange betfair.com |
— | — | 2-5% commission | Full KYC from first trade | GBP / EUR | See live odds → |
Manifold Markets manifold.markets |
— | — | Play-money (mana) | None — play-money | Mana (no cash-out) | See live odds → |
Outcome probabilities
Current market-implied probability for each outcome, from the live order book.
| Outcome | Probability |
|---|---|
| July 31 | 100% |
| July 17 | 100% |
| August 31 | 100% |
| July 10 | 100% |
| July 8 | 100% |
| May 31 | 0% |
| June 15 | 0% |
| June 30 | 0% |
Market context
The real-world event is xAI’s imminent public rollout of Grok 4.4, a 1-trillion-parameter model announced to arrive within two to three weeks from Elon Musk’s late-June post, yet no official public launch date has been confirmed as of late June 2026[2]. With the crowd-implied probability at 0% YES, the consensus assumes the model will remain in private beta or be delayed beyond the 30 June 2026 settlement window, despite Musk’s specific timeline and the fact that Grok 4.5 is already in private beta with SpaceX and Tesla teams[1][3].
Historically, xAI has followed a tight, predictable cadence: Grok 4.1 rolled out immediately in November 2025, and Grok 4.3 entered beta in April 2026, with each successor arriving within weeks of the prior announcement[9]. The current 0% probability ignores this pattern and the explicit window Musk gave for Grok 4.4—roughly two to three weeks from his June 28 post, with training data through early April[2]. Value likely sits contrarian to the market: if xAI adheres to its schedule, Grok 4.4 could reach the general public before the settlement date, making the 0% line a mispricing of a near-certain event.
Traders should watch for an official public release announcement on xAI’s channels or the X platform, where Grok has already been made available to everyone[8]. A key dependency is the completion of alignment and deployment work following pre-training, which Musk indicated would push a realistic public window into late 2025 or early 2026 for Grok 5, but Grok 4.4 is positioned as the first major scale jump in the current sequence[2]. Any delay beyond the two-to-three-week window would validate the 0% price, but given xAI’s track record and the private beta status of Grok 4.5, the contrarian angle remains strong[1].
Methodology
Methodologically we separate two layers: the live probability (Polymarket mid-price) and the platform attributes (fee, KYC, settlement currency, payment rails). That keeps the comparison honest — a single canonical probability across the row, with the venue-by-venue trade-offs spelt out in the columns next to it.
Resolution & payout
Polymarket-based markets settle through the UMA Optimistic Oracle on Polygon. A proposer submits the outcome, a two-hour challenge window opens, and unchallenged proposals finalise the resolution. Payouts settle automatically in USDC the moment the result is final — no bookmaker, no delay.
Kalshi-based markets settle in USD via the CFTC-regulated clearinghouse. Betfair Exchange settles in GBP/EUR net of commission. Manifold is play-money and does not pay out real funds.
FAQ
- Where can I trade this market with the lowest fees?
- Polymarket is geo-blocked in the US/UK/EU. The easiest 0%-fee broker into the same order book is Who Will Win 2026. Kalshi charges up to 7% per trade; Betfair Exchange takes 2-5% commission on net winnings.
- 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.
- 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.
- Do I need to KYC for this market?
- On Polymarket directly, no — it's wallet-based. Intermediary brokers like Who Will Win 2026 trigger KYC only above $1,500 of lifetime trading volume; under that you trade pseudonymously with a single wallet address.
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