X @Andy
Andy·2025-09-29 22:26

Market Overview - Prediction markets are poised for significant growth, potentially increasing by 100x [1][2] - The total addressable market (TAM) for prediction markets is projected to exceed the combined size of all existing markets [2] - The industry is experiencing record highs in volume and transaction activity [1] Regulatory Landscape - A meeting between the SEC (Securities and Exchange Commission) and CFTC (Commodity Futures Trading Commission) is considered a positive development for the industry [1] - The CEO of CME (Chicago Mercantile Exchange) acknowledges using Kalshi, indicating a move towards better policy development around prediction markets [1] Key Players - Kalshi's trading volume reached over $250 million yesterday, positioning it as a market leader [2] - Polymarket is a close competitor to Kalshi [1][2] - Polymarket and Kalshi are exploring the potential of a network token, deeper integration with crypto, and new technologies [1] - Limitless is preparing for a major token launch [1] - Myriad is experiencing growth [1] - Melee, Fact Machine, XO, and other companies are in the process of closing seed/series A funding rounds [1]