CM ClearMarket
SYSTEM: LIVE · PRICES: HOURLY REFRESH · COVERAGE: ~3,860 EVENTS / ~39,200 MARKETS · KALSHI + POLYMARKET

National Bitcoin Reserve odds stay in long-shot range

Kalshi 9%
record: CMSIG2026091505 | category: momentum-repricing | target: CM-EVT-JQRXSG4ZX9 | published: 2026-09-15
4-bullet brief | narrative
  • Kalshi prices Trump creating a National Bitcoin Reserve in 2026 at 9%, resolving via The New York Times.
  • A House committee vote is a very early legislative step, the market at 9% reflects that committee passage does not guarantee floor votes, Senate action, or signing before year-end.
  • Polymarket's US national Bitcoin reserve contract (CM-EVT-0F2G0B8X49) sits at 7%, a tight cross-venue gap confirming both platforms view this as a long shot for 2026.
  • Resolution on Kalshi requires New York Times confirmation of actual reserve creation, committee action alone does not settle this contract.
atomic briefs
[01] news_event
significance
surfaced in the daily Exa news-cycle scan; mechanically matched to an active kalshi market
story
The Strategic Bitcoin Reserve bill is set for a House committee vote Wednesday, advancing the legislative process for a government Bitcoin holding.exa_search → Rony Roy · as_of 2026-09-15T13:05:57+00:00
[mediated]
publisher
Rony Roy
published_at
2026-09-15T07:26:38.000Z
[02] pm_response
interp
Kalshi at 9% and Polymarket at 7% are closely aligned, with both markets treating Wednesday's committee vote as an early procedural milestone, not a decisive catalyst.llm_judge_cm_signal_v1
[editorial]
evaluation

News-cycle wires publish on coverage, not editorial selection — the day’s top stories matched to the prediction markets pricing them, so nothing is cherry-picked.

judge_engine
none — deterministic news-cycle scan
judge_verdict
auto_published
judge_confidence
n/a — no judge gate (deterministic publishing)
prompt_template
news_cycle_v1 github · auditable
match_method
entity_slug_match (mechanical)
citation graph

Every wire traces back to the ClearMarket event it is built on, and out to each venue’s own market page — so any figure here can be verified at its source.

internal
programmatic access · four surfaces, same payload

AI grounded search reads embedded JSON-LD in HTML. Developers query REST. Agentic AI clients (Claude Desktop, Cursor) call MCP tools. AI crawlers index via /llms.txt. Same canonical record at every surface.

HTMLbrowsers, AI grounded search, crawlers (contains embedded JSON-LD @type: Dataset)https://clearmarket.fyi/signals/us-national-bitcoin-reserve-in-2026-kalshi-9-2026-09-15/
JSONREST API for developershttps://clearmarket.fyi/signals/us-national-bitcoin-reserve-in-2026-kalshi-9-2026-09-15.json
MCPagentic AI tool call (Claude Desktop, Cursor, Continue)clearmarket.get_signal("us-national-bitcoin-reserve-in-2026-kalshi-9-2026-09-15")
AGENTAI crawler discovery index/llms.txt

PM data: platform APIs (hourly refresh). News context: retrieved with source citations. Editorial judgment: LLM judge with prompt template versioned per wire type. Per-claim provenance inline above; full per-field provenance map at the JSON endpoint under field_provenance.

raw JSON record · same payload returned by REST endpoint
{
  "$schema": "https://clearmarket.fyi/schema/signal/v1.json",
  "provenance_version": "0.2.0",
  "record_id": "CMSIG2026091505",
  "published_at": "2026-09-15T07:26:38.000Z",
  "detection": "news_cycle",
  "category_tag": "MOMENTUM_REPRICING",
  "secondary_tags": [],
  "pre_news_classification": "concurrent",
  "target_event_id": "CM-EVT-JQRXSG4ZX9",
  "target_event_slug": "kxbtcreserve-27",
  "event_question": "Will Trump create a National Bitcoin Reserve in 2026?",
  "bullets": [
    "Kalshi prices Trump creating a National Bitcoin Reserve in 2026 at 9%, resolving via The New York Times.",
    "A House committee vote is a very early legislative step, the market at 9% reflects that committee passage does not guarantee floor votes, Senate action, or signing before year-end.",
    "Polymarket's US national Bitcoin reserve contract (CM-EVT-0F2G0B8X49) sits at 7%, a tight cross-venue gap confirming both platforms view this as a long shot for 2026.",
    "Resolution on Kalshi requires New York Times confirmation of actual reserve creation, committee action alone does not settle this contract."
  ],
  "atomic_claims": [
    {
      "type": "news_event",
      "field_provenance": {
        "story": {
          "tier": "mediated",
          "method": "exa_search",
          "source": "Rony Roy",
          "source_url": "https://crypto.news/strategic-bitcoin-reserve-bill-set-for-house-committee-vote-wednesday/",
          "retrieved_at": "2026-09-15T13:05:57+00:00"
        }
      },
      "significance": {
        "threshold": 5,
        "threshold_unit": "rank",
        "passed": true,
        "reason": "surfaced in the daily Exa news-cycle scan; mechanically matched to an active kalshi market"
      },
      "story": "The Strategic Bitcoin Reserve bill is set for a House committee vote Wednesday, advancing the legislative process for a government Bitcoin holding.",
      "publisher": "Rony Roy",
      "published_at": "2026-09-15T07:26:38.000Z",
      "source_url": "https://crypto.news/strategic-bitcoin-reserve-bill-set-for-house-committee-vote-wednesday/"
    },
    {
      "type": "pm_response",
      "field_provenance": {
        "notes": {
          "tier": "editorial",
          "method": "llm_judge_cm_signal_v1"
        }
      },
      "notes": "Kalshi at 9% and Polymarket at 7% are closely aligned, with both markets treating Wednesday's committee vote as an early procedural milestone, not a decisive catalyst."
    }
  ],
  "evaluation": {
    "judge_engine": "none — deterministic news-cycle scan",
    "judge_verdict": "auto_published",
    "judge_confidence": null,
    "prompt_template": "news_cycle_v1"
  },
  "citations": {
    "internal": {
      "cm_event": "/events/kxbtcreserve-27/",
      "related": []
    },
    "external": {
      "venue_a": "https://kalshi.com/markets/KXBTCRESERVE-27-JAN01",
      "venue_b": null,
      "benchmark": null
    }
  },
  "sources": [
    {
      "label": "Rony Roy: Strategic Bitcoin Reserve bill set for House committee vote Wednesday",
      "url": "https://crypto.news/strategic-bitcoin-reserve-bill-set-for-house-committee-vote-wednesday/",
      "published_at": "2026-09-15T07:26:38.000Z",
      "retrieved_at": "2026-09-15T13:05:57+00:00"
    }
  ],
  "field_provenance": {
    "pm_data": "kalshi_api",
    "news_context": "exa_search",
    "editorial_judgment": "cm_signal_llm_judge"
  }
}
PROVENANCE PROTOCOL v0.2 · [direct] venue api · [mediated] grounded web fetch + source url · [derived] computed from listed inputs · [editorial] versioned llm judgment · full spec /schema/provenance/v1
record CMSIG2026091505 published 2026-09-15T07:26:38.000Z signature sha256-43b9414d42b… ← underlying event all signals →