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预测市场赛道还未发币热门项目分析和预测市场赛道总结【Vic TALK 第1447期】
Vic TALK· 2025-10-20 00:00
Cryptocurrency Promotion & Referral Programs - OKX DEX wallet discount registration link provided [1] - Binance wallet fee discount code offered [1] - Binance referral link available [1] Social Media & Community Channels - Twitter link for Victalk provided [1] - Telegram group link for community engagement shared [1] - Telegram username Victalk2021 provided [1] Cryptocurrency & Meme Coin Focus - Mentions of Web3, Binance, ETH, BTC, and Crypto [1] - Focus on meme coins, specifically $TRUMP (川普币), and mentions of Trump and Musk [1]
X @何币
何币· 2025-10-18 01:07
预测赛道将是即Perp、稳定币之后最热,项目估值最高的赛道也是散户能参与撸毛的赛道值得重点参与何币 (@hebi555):Perp爆火之后下一个爆点赛道将是预测市场polymarket发币将引爆整个赛道一个不亚于Perp的赛道目前币安在重点关注这个市场了并且投资了https://t.co/MQJ4W0hnkGbieget已经下场做了预测项目了usv领投了@theclearingco的种子轮1500W美金 ...
X @何币
何币· 2025-10-13 10:42
Perp爆火之后下一个爆点赛道将是预测市场polymarket发币将引爆整个赛道一个不亚于Perp的赛道目前币安在重点关注这个市场了并且投资了https://t.co/MQJ4W0hnkGbieget已经下场做了预测项目了usv领投了@theclearingco的种子轮1500W美金 ...
诺奖有“内鬼”?开奖前12小时,神秘交易员在Polymarket“精准押注”和平奖得主
美股IPO· 2025-10-11 05:48
Core Insights - A mysterious trader, using the account "6741," made significant bets on María Corina Machado winning the Nobel Peace Prize just 12 hours before the announcement, raising her winning probability from around 5% to 70% [3][5] - The incident has raised concerns about insider trading, prompting an investigation by the Norwegian Nobel Institute to determine if internal information was leaked [3][4] - This event highlights the regulatory gaps in the rapidly growing prediction market, particularly on platforms like Polymarket, which operates offshore and is not subject to U.S. laws against insider trading [8] Market Dynamics - The Polymarket platform has seen a surge in valuation, reaching $8 billion, with the Intercontinental Exchange planning to invest up to $2 billion, indicating growing interest from mainstream financial institutions [4][10] - The platform allows users to bet on various events, reflecting traders' judgments on future probabilities, but does not prohibit insider trading, creating a gray area in market operations [8][10] Trading Behavior - The account "6741" placed a $1,500 bet on Machado and $1,085 against a previously favored candidate, significantly impacting the odds in a relatively small market [7] - Other traders quickly followed suit, with one account named "GayPride" profiting over $85,000 as Machado's winning probability fluctuated between 60% and 71% [7] Regulatory Environment - Polymarket's operations are not regulated in the same way as traditional markets, leading to questions about the legality of trades based on leaked information [8] - Some economists argue that insider trading could enhance the predictive accuracy of markets, contrasting with regulated platforms like Kalshi, which prohibit such practices [8] Future Prospects - Polymarket's expansion plans include a potential return to the U.S. market after acquiring a CFTC-licensed exchange, with sports betting seen as a significant growth opportunity [10]
a16z 和红杉联合领投 Kalshi 3 亿美金,又一华人挑战 Scale AI 一年 900 万美金 ARR
投资实习所· 2025-10-11 05:22
Core Insights - Kalshi has completed a significant $300 million Series D funding round, led by a16z and Sequoia, with a valuation reaching $5 billion, marking a rapid increase from its previous $2 billion valuation just four months prior [1][2]. Group 1: Company Overview - Kalshi aims to create a unified liquidity pool for prediction markets, facilitating global expansion and connecting traders across over 140 countries [3][4]. - The company has experienced a remarkable growth trajectory, with trading volume increasing 200 times to $50 billion in the past year and a user base expanding 20 times [4]. Group 2: Market Potential - Prediction markets are evolving into a mature financial asset class, allowing direct trading based on real-world events, which could position them as one of the largest asset categories globally [4]. - Kalshi's platform is designed to provide event contracts that cover various sectors, including elections and economic changes, offering businesses and investors a means to hedge risks [9]. Group 3: Economic Theory - The investment in Kalshi is rooted in classical economic theories articulated by Friedrich Hayek, emphasizing the decentralized nature of knowledge and the market's role as an information system [6][7]. - Hayek's insights suggest that markets can aggregate dispersed knowledge, transforming it into actionable information through pricing mechanisms, which Kalshi embodies by applying this concept to future predictions [8][10].
X @Easy
Easy· 2025-10-07 23:22
无论你是 Solana 还是 BNB 爱好者都无所谓现在是预测市场的季节! ...
NYSE Parent To Invest $2 Billion In Polymarket, Bookies Slide
Investors· 2025-10-07 12:19
Cathie Wood Loads Up On DraftKings As Prediction Market Pulls Back 10/02/2025Cathie Wood, Ark Invest buy more than 500k shares of DraftKings stock. The sportsbook has tumbled on prediction market competition. 10/02/2025Cathie Wood, Ark Invest buy more than 500k shares of... Wall Street continues to wade deeper into the world of wagers. New York Stock Exchange owner Intercontinental Exchange agreed to invest $2 billion in prediction market operator Polymarket, the companies announced. Bookies DraftKings and ...
纽约证券交易所所有者据悉正考虑向预测市场网站Polymarket投资20亿美元。
Xin Lang Cai Jing· 2025-10-07 10:17
来源:滚动播报 纽约证券交易所所有者据悉正考虑向预测市场网站Polymarket投资20亿美元。 ...
零营收!估值 90 亿美金独角兽 - Prediction Markets 炸裂硅谷
投资实习所· 2025-10-06 04:12
Group 1 - The core viewpoint of the article emphasizes the rapid growth and potential of Prediction Markets, particularly in the context of the upcoming 2024 U.S. elections, highlighting their ability to provide real-time insights into public sentiment and event probabilities [2][10][29] - Altimeter Capital, a leading tech investment fund, has recognized the disruptive potential of Prediction Markets, which are gaining traction in Silicon Valley and beyond, with significant valuations for platforms like Polymarket and Kalshi [2][16][21] - The article outlines the characteristics of successful disruptive companies, noting that Prediction Markets exhibit user growth, a vast total addressable market (TAM), and alignment with current social and regulatory trends [6][7][12] Group 2 - Prediction Markets are defined as platforms where users can bet on the outcomes of various events, with prices reflecting the market consensus on probabilities, thus providing a more accurate gauge than traditional polls [8][9] - The rise of Prediction Markets is attributed to several factors, including the decline of mainstream media trust, the desire for tools that reveal truth, and the increasing participation of retail investors in the market [25][22] - The article compares Prediction Markets to traditional sports betting, highlighting their broader scope, regulatory advantages, and innovative pricing mechanisms that enhance user engagement [26][29] Group 3 - The article discusses the differences between Polymarket and Kalshi, noting their distinct approaches to market structure and regulatory compliance, with Polymarket being more decentralized and Kalshi focusing on compliance and partnerships with established platforms like Robinhood [21][24] - It highlights the significant growth in trading volumes for Prediction Markets, with Kalshi experiencing an 80% quarter-over-quarter increase, indicating a shift towards mainstream acceptance [16][20] - The introduction of new features, such as the Parlay function by Kalshi, is seen as a strategic move to compete with established sports betting platforms, further blurring the lines between different types of betting and trading [27][28]
Robinhood Up 12%—Could Prediction Markets Be Its Secret Weapon?
MarketBeat· 2025-10-03 19:02
Core Insights - Robinhood Markets has identified a new growth driver through its prediction markets feature, which has led to a significant increase in share price and year-to-date returns [1][3][4] Growth Potential - The platform hosted over two billion event contracts in Q3, marking a 100% growth from one billion in Q2, indicating strong traction in prediction markets [3][4] - Event contracts generated approximately $20 million in revenue for Q3, which could annualize to around $80 million, representing about 1.7% of the expected total revenue of $4.77 billion over the next 12 months [5][6] Market Disruption - Kalshi, Robinhood's partner in prediction markets, has launched new betting features that could disrupt traditional sports betting companies like DraftKings and Flutter, as evidenced by the immediate drop in their stock prices following Kalshi's announcement [2][7][8] - The American Gaming Association reported that sportsbooks generated approximately $13.7 billion in revenue in 2024, a 24% increase from 2023, highlighting the potential market size for Robinhood's event contracts [8] Long-Term Outlook - Analysts have raised their price targets for Robinhood based on the early success of its prediction markets, with an average target of $142.50, which is close to the stock's recent closing price [11][12] - Despite a high valuation and some analysts predicting downside potential, the company's ability to innovate and find new revenue streams suggests a promising long-term outlook [12]