“预测市场龙头”Polymarket即将11月底重返美国，主打体育博彩业务

Core Viewpoint - Polymarket is preparing to re-enter the U.S. market focusing on sports betting after being expelled for illegal trading, with plans to launch by the end of November [1][4]. Company Summary - Polymarket was expelled from the U.S. market nearly three years ago due to illegal trading and paid a $1.4 million fine to settle with the Commodity Futures Trading Commission (CFTC) [1]. - The company has acquired QCX, which holds a CFTC license for derivatives trading and clearing, as a strategic move to ensure compliance for its return [2]. - The U.S. version of Polymarket's website has set up a waiting list for users to register for updates on the platform's launch [4]. Industry Summary - The return of Polymarket coincides with explosive growth in the prediction market industry, with platforms like Polymarket and Kalshi allowing users to bet on various events [6]. - Kalshi recently won a lawsuit against U.S. regulators, allowing it to trade on "event contracts," significantly advancing the industry [6]. - The industry is attracting attention from major institutions, with the CME Group considering launching its own sports betting contracts after partnering with FanDuel [6]. - Despite positive industry prospects, prediction market companies face a complex regulatory environment and ongoing legal challenges, with some state regulators explicitly prohibiting operations [6][7]. - Kalshi has filed a lawsuit against the New York State Gaming Commission, highlighting the tension between federal jurisdiction and state regulatory power in the sports betting sector [7].