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大举押注预测市场!Robinhood(HOOD.US)联手Susquehanna打造全新衍生品交易所 股价暴涨近11%
智通财经网· 2025-11-26 22:25
Core Insights - Robinhood's stock price has been stagnant since its IPO in 2021, but recent interest in "prediction markets" has brought the company back into the spotlight [1] - The company announced a partnership with Susquehanna International Group to launch an independent futures and derivatives exchange, which has positively impacted its stock price [1] - The new exchange aims to expand Robinhood's rapidly growing "prediction contract" business, covering a wide range of events from sports to elections [1] Company Developments - In March, Robinhood partnered with KalshiEX to introduce a "prediction market center" within its app, which has quickly become one of its fastest-growing revenue streams [2] - The prediction market segment has seen significant growth, with 9 billion contracts traded and over 1 million users participating since its launch [2] - The annualized revenue from the prediction market business has surpassed $100 million in less than a year, aided by the acquisition of Bitstamp [2] Strategic Acquisitions - Robinhood plans to acquire MIAXdx, a platform focused on derivatives trading clearing and execution, which will enhance its infrastructure for future derivatives and prediction market operations [2] - MIAXdx has received CFTC approval to list and clear fully collateralized futures, futures options, and swap products, providing a solid foundation for Robinhood's expansion in this area [2]
Robinhood(HOOD.US)与Susquehanna收购LedgerX多数股权 将升级预测市场军备竞赛
智通财经网· 2025-11-26 04:09
针对MIAX交易,Kalshi未立即回应置评请求。 Kalshi是首批获得美国商品期货交易委员会批准、开设交易所上市与事件结果挂钩的金融合约的公司之 一。自Kalshi利用其交易所开始提供体育赛事交易以来,该业务在今年呈现爆发式增长。 智通财经APP获悉,Robinhood Markets Inc.(HOOD.US)与Susquehanna International Group正在接管一家 曾与已破产的加密货币业务FTX关联的受监管交易所LedgerX,据悉,两家公司正在收购LedgerX的多数 股权,这为它们在快速增长的预测市场领域赢得了强大的新立足点。 LedgerX是一家曾由FTX拥有、目前由迈阿密国际控股公司运营的美国衍生品交易所。收购方早已与预 测市场存在紧密联系。Susquehanna曾表示其担任美国领先预测市场交易所Kalshi的做市商。Robinhood 则向其零售投资客户提供Kalshi的事件合约。 这项新交易将使Robinhood和Susquehanna获得直接控制权,能够按自身条款上市和清算事件合约所需的 基础设施。此刻,华尔街、体育联盟和加密公司正竞相角逐,试图塑造受监管投机市场的未 ...
清华孵化的机器人公司融资 10 亿,冲击独角兽;一汽为何 36 亿投资这家智驾公司? | 每周十大股权投资
Sou Hu Cai Jing· 2025-11-24 08:27
Group 1: xAI and Strategic Financing - xAI completed a strategic financing round of $15 billion, with undisclosed investors, focusing on using AI to solve complex scientific and mathematical problems to "understand the universe" [1] - The company aims to leverage synergies with Elon Musk's other ventures like SpaceX and Tesla, enhancing its potential in the research field [1] Group 2: Zhuoyue Technology and Investment - Zhuoyue Technology secured a strategic investment of 3.6 billion RMB from China FAW, achieving a valuation exceeding 10 billion RMB [1][2] - The investment indicates strong recognition of its "Chengxing Platform" solution by top automotive manufacturers, providing a solid foundation for technology implementation and commercialization in the competitive smart driving sector [1] Group 3: Star Motion Era and Robotics - Star Motion Era completed an A+ round financing of 1 billion RMB, with investors including BAIC Investment and Geely Capital [3] - The company, incubated by Tsinghua University, focuses on humanoid robotics and represents a significant step from laboratory technology to industrial application, highlighting strong synergies with the automotive industry [3] Group 4: United Aircraft and Drone Technology - United Aircraft completed an E round financing, amounting to hundreds of millions RMB, with investors like Keli Investment and Yueda Group [4][5] - The company is a leader in the unmanned helicopter sector, emphasizing its strategic value in the low-altitude economy and its role in national aviation infrastructure [4] Group 5: SenseTime Medical and AI in Healthcare - SenseTime Medical raised several hundred million RMB in a Pre-A round financing, with investors including Legend Capital and Lenovo Ventures [6] - The company aims to commercialize advanced computer vision technologies in the healthcare sector through its SenseCare platform, which is crucial for the profitability of AI in medical applications [6] Group 6: Ling Universe and Companion Robots - Ling Universe secured 200 million RMB in Pre-A round financing, with investors including GF Xinde and Didi Chuxing [7] - The company focuses on developing companion robots for home and personal use, utilizing multi-modal AI interactions to meet emotional needs, representing a challenging yet promising market [7] Group 7: Accelerated Evolution and Robotics - Accelerated Evolution completed a B round financing of 100 million RMB, led by IDG Capital and Shenzhen Capital Group [8] - The company specializes in high-mobility robotic bodies and control platforms, addressing the practical application of humanoid robots in complex environments [8] Group 8: Ruisi Chip and RISC-V CPUs - Ruisi Chip raised several hundred million RMB in a B+ round financing, with investors including Renjun Capital and Huaxu Fund [9] - The company focuses on high-end CPU design based on the RISC-V architecture, aiming to break the dominance of ARM and x86 in high-performance computing [9] Group 9: Kalshi and Predictive Markets - Kalshi completed a strategic financing round of $1 billion, with investors including Andreessen Horowitz and Sequoia Capital [10][11] - The platform innovatively reshapes the predictive market model through compliant "event betting," reflecting significant market interest in its data-driven economic model [10] Group 10: Lambda Labs and AI Cloud Services - Lambda Labs raised $1.5 billion in an E round financing, with investors including TWG Global and the U.S. Innovation Fund [12] - The company provides on-demand AI computing cloud services, positioning itself as a key player in the AI infrastructure sector amid rising demand for specialized AI cloud computing services [12]
万物皆可赌?“预测市场”Kalshi推出“Labubu”预测合约,押注热门运动鞋和收藏品的转售价格
Hua Er Jie Jian Wen· 2025-11-20 06:18
Core Insights - Kalshi is expanding its business from political elections and sports events to the consumer goods sector, indicating a shift towards mainstream acceptance in the prediction market industry [1] - The company has partnered with StockX to launch event contracts based on resale prices of popular sneakers, trading cards, and collectible toys, allowing users to bet on whether certain products will exceed specific price thresholds [1][2] - This new business category targets the growing alternative asset market, including limited edition sneakers and trendy collectibles, which often resell for multiples of their retail prices [1][3] Event Contracts Covering Diverse Consumer Goods - Under the partnership, Kalshi will utilize StockX's data to create event contracts covering sneakers, trading cards, and collectibles, starting with high-demand products from major brands [2] - Initial contracts will include anticipated releases like Jordan sneakers, Supreme hoodies, and Labubu blind boxes, with trading on average resale prices beginning in November and December [2] - StockX's CEO highlighted this development as a natural evolution of a platform built on stock market mechanisms [2] Targeting the "Everything Exchange" Goal - Kalshi aims to create a "marketplace for everything," focusing on deep, liquid, and high-volume markets, aligning with the recent growth trends in alternative asset categories [3] - The expansion into sneakers and collectibles reflects the increasing interest in these markets, where resale prices can significantly exceed retail prices [3] Regulatory Uncertainty Persists - Despite the progress towards mainstream acceptance, the prediction market industry operates in a gray area between financial trading and gambling, facing regulatory uncertainties [4] - Kalshi's previous legal victory against U.S. regulators has led to explosive growth in the industry, with Kalshi and competitors like Polymarket Exchange actively seeking funding for expansion [4]
联手Kalshi,Coinbase “杀入”预测市场
Hua Er Jie Jian Wen· 2025-11-20 03:52
Group 1 - Coinbase is preparing to launch a prediction market business, allowing cryptocurrency customers to bet on events such as elections and sports, supported by technology from Kalshi [1] - The announcement of the prediction market and other products is expected during the "Coinbase System Update" event on December 17 [1] - This move is part of Coinbase's strategy to become an "all-in-one exchange," with CEO Brian Armstrong exploring opportunities in the prediction market sector [2] Group 2 - The prediction market sector is becoming increasingly competitive, with companies like Polymarket and Crypto.com also entering the space [1][3] - Coinbase's collaboration with Kalshi may not be exclusive, as the company has investments in both Polymarket and Kalshi, potentially creating new revenue streams [3] - Kalshi has recently expanded its business by hiring Max Crowley as VP of Business Development and Saurabh Tejwani as CFO, with plans for an IPO in the future [4] Group 3 - Kalshi raised over $300 million in funding, achieving a valuation of $5 billion, a significant increase from $2 billion in June [4] - Polymarket also secured up to $2 billion in funding from the Intercontinental Exchange, reaching a valuation of $8 billion [4]
AppYea Accelerates Strategic Transformation: Internal Management Review as to Uplisting to a National Exchange, Rebranding to Mellatrix, Closing and Completion of Techlott Integration -- Including Evaluation of Entry Into the Prediction Markets Sector
Prnewswire· 2025-11-18 15:07
Accessibility StatementSkip Navigation As previously disclosed, we are assessing the potential expansion into the Prediction Markets space, with emphasis on: Corporate Alignment Toward a Potential Uplisting JERUSALEM, Nov. 18, 2025 /PRNewswire/ -- AppYea, Inc. (OTCQB: APYP) today announced the acceleration of its strategic internal management review toward a potential uplisting to a U.S. national securities exchange (Nasdaq or NYSE American), subject to meeting all applicable listing requirements. As of t ...
AI 赋能资产配置(二十五):AI 投资实战第三赛季:事件型交易预测指南
Guoxin Securities· 2025-11-18 08:14
Core Insights - The integration of AI with prediction markets is transforming them from niche tools into mainstream financial infrastructure, as evidenced by Google's incorporation of real-time data from platforms like Polymarket and Kalshi into its search engine and financial products [2][3] - AI's ability to process and analyze vast amounts of unstructured information complements the prediction market's mechanism of aggregating crowd-sourced insights into probabilistic forecasts, creating a new paradigm in financial analysis [3][7] Group 1: AI Empowering Prediction Markets - The combination of AI and prediction markets democratizes access to complex financial insights, allowing users to query real-time market odds through natural language on platforms like Google Finance [4][11] - AI serves as an oracle that enhances the efficiency of prediction markets by providing structured methodologies for decision-making, ensuring transparency and traceability in the reasoning process [7][9] - AI tools are being developed to systematically identify and exploit pricing inefficiencies in prediction markets, significantly improving market efficiency through strategies like market rebalancing arbitrage and combination arbitrage [12][13] Group 2: Practical Outcomes of AI in Event Prediction - Empirical analysis from the London School of Economics indicates that arbitrage opportunities exist within prediction markets, with estimated total profits of approximately $39.6 million from April 2024 to April 2025 [19][22] - The majority of arbitrage activities are dominated by automated trading systems, highlighting the importance of algorithmic trading in capturing these opportunities [22][24] - AI's predictive accuracy varies by event type, performing best with discrete events that have clear outcomes, while facing challenges with complex political events and time-sensitive queries [26][28]
市值蒸发6000亿!信仰动摇、机构观望,比特币 “减半后暴跌”的魔咒应验了?
Hua Er Jie Jian Wen· 2025-11-17 07:29
在今年10月创下历史新高后,近日比特币价格急转直下,一度抹去2025年的全部涨幅。 昨日,比特币价格一度跌破93714美元。这一价格水平已低于其2024年底的收盘价,意味着年内一度超过30%的年度涨幅已被"全部抹去"。 最新数据显示,与10月份的高点相比,比特币的总市值已蒸发约6000亿美元。这场快速、猛烈且缺乏明确触发因素的下跌,让整个市场措手不 及。 对于一个波动性本就是常态的资产而言,这次的不同之处在于市场信心的蒸发速度之快。这轮下跌发生在一个本应是比特币合法性得到巩固的年 份——现货ETF的获批将加密资产带入主流投资组合,而特朗普政府的公开支持更是为市场注入了强心剂。 加密数据公司Nansen的分析师Jake Kennis指出,"目前,比特币的交易方式更像是一种嵌入机构投资组合中的宏观资产,它对流动性、政策和美元 动态的反应,超过了对可预测的供应冲击的反应。" 尽管机构化的讨论不绝于耳,但市场交易在很大程度上仍受"氛围"驱动。而眼下,市场的氛围很糟糕,风险偏好已经逆转。 机构资金流入停滞,溢价消失 然而,现实却是预期的落空。焦虑情绪正在交易室和社交媒体上蔓延,交易员们重新审视旧图表,试图从历史中寻找答 ...