RT Jonaso (@Jonasoeth)Prediction markets' path from fringe to mainstream finance:Google Finance is integrating real-time prediction market data from Kalshi and Polymarket, the two biggest platforms in the space.This marks another step toward mainstream adoption.Market odds on major economic and policy topics now appear beside traditional financial data turning what was once fringe into real, actionable market insight.Polymarket and Kalshi also account for more than 80% of trading volume and lead to an incre ...

week. Let's ask Rick Heitzman. He is First Smart Capital's founder and partner.I mean that good to see you. That is the question. What do you think about that.>> Partially true. I think the AI trade is going to continue to go. It's taken a little bit of a breather, but I think as we've talked about before, we're in a moment where things are getting sorted out.So, the companies that are really implementing AI and driving ROI are getting rewarded, and we've seen that so far. And the companies who were just in ...

AI Implementation and Market Response - Companies effectively implementing AI and demonstrating return on investment (ROI) are being rewarded, while those increasing expenses without clear benefits, such as Meta, are facing negative market reactions [2][4] - Meta's unclear ROI and high expenses raise concerns compared to other tech giants like Google and Oracle, which have clearer product expansions and ROI strategies [4][6] Debt Market and Financial Health - The current trend of companies raising funds in the debt market resembles the late 1990s, with firms exhausting equity options and turning to debt financing [5] - Despite widening spreads among hyperscalers, there is no significant alarm due to their strong cash flow and pristine balance sheets, allowing them to sustain operations without immediate capitulation [6][7] Earnings Expectations and Market Valuation - The market is increasingly punishing companies unless they significantly exceed earnings expectations, reflecting a high valuation environment where perfection is expected [8][10] - Companies like Palantir, despite reporting good earnings, may not meet the high expectations set by their valuations, complicating their market performance [10] Prediction Markets and Industry Impact - The rise of prediction markets is generating excitement, with companies like DraftKings actively participating and making acquisitions to enter this space [12][13] - The potential for prediction markets to disrupt traditional betting and forecasting methods is significant, although regulatory challenges remain [14]

It's an interesting partnership, and I think that's where we should start. How much does this move the needle for you. You know, we've talked in the past on this program, Jason, with you about the integration of the live sports event and the broadcast with the betting activity.Your big picture goal with this deal. Well, first of all, ESPN is a, you know, iconic brand. It's, you know, by far the biggest name in sports in the United States.And they have an incredible portfolio, an unmatched portfolio of sport ...

Agentic Commerce & AI - Agentic Commerce 有望在 2026 年爆发，预计将被数十亿的代理使用 [1] - 代理信誉层至关重要，Ethos Network、Ch40sChain、Moca Network 等协议可能提供代理信誉数据存储库，从而增强经济互动 [1] - 关注新兴的 AI 优先链，这些链将 Agentic 活动作为优先事项，例如 GoKiteAI、NEARProtocol、Fetch_ai、0G_labs ICP 及其合作伙伴 [1] - AI 支持的收益，如 gaib_ai、USDai_Official、AethirCloud，鉴于对计算和 GPU 的巨大需求 [1] - KaitoAI 和 cookiedotfun 正在探索资本加权的思想份额、增强的分析和代理群，以破译时间线中的信号 [2] Robotics & Undervaluation - 过去 6 个月机器人技术改进速度惊人，预计将呈指数级增长，目前可以预购价格低于 2 万美元的机器人 [1] - 机器人领域总市值低于 4 亿美元，被严重低估 [1] Decentralized Finance (DeFi) & Traditional Finance (TradFi) - 资产管理和收益优化代理，如 gizatechxyz、almanak、yieldseekerxyz、ZyfAI_，使自动赚取 2 倍 TradFi 收益变得更容易，且没有费用和麻烦 [1] - 稳定币和 NeoBanks 正在迫使 TradFi 采用或被抛弃，关注 Tether 和 Circle 市值增长，表明更多美元进入链上，为 Agentic 基础设施的开发做好准备 [1] - 预测市场有机会颠覆传统博彩市场，为零售提供突破性用例，Vooi_io 等聚合器支持通过单一 UI 耕作多个 Perp DEX [1] - RWA（Real World Assets）的代币化是不可避免的，区块链优于当前系统 [1] Privacy & Regulation - 隐私币解决了区块链活动过于透明的问题，ZEC 价格上涨是该领域的良好营销案例 [1] - EchoDotxyz 的收购已为 ICO SZN 第二轮做好准备，一旦《Clarity Act》通过，将与 Base token 一起，以及代币持有者的股权权利如何出现 [1] Data & Tokenization - 即使是 InfoFi 仍然很原始，平台正在收集有价值的数据 [2] - 监控 DAT 的进展和 mNAV，作为机构兴趣短期上限的指标，同时监控谁在推出 DAT 作为锁定团队代币的流动性事件或出于真正的原因 [1]

Let's talk about what I was just mentioning on on Robin Hood. Really the epitome of all the bullishness we have seen in markets. I how much longer can this continue.Hard question, but maybe not so hard. >> Well, I I don't think it's a hard question. There's this there's this desire to say the market's up big.There must be a lot of speculation and therefore, you know, things look expensive. But in reality, the markets are up because earnings are up. If you look at, you know, the, you know, the the suite of t ...

Robinhood Markets (Nasdaq: HOOD) is actively looking at the Bitcoin (BTC) treasury plan, a company executive said during the earnings call on Nov. 5. A Bitcoin treasury plan is a corporate strategy where a company holds Bitcoin on its balance sheet, similar to how most companies hold traditional assets like cash. Robinhood launched as a commission-free stock and ETF trading brokerage app in 2015 and introduced crypto and options trading in 2018. A favorite among the younger, mobile-native demography, Robi ...

Prediction markets could become one of the largest asset classes, Robinhood Chairman and CEO Vlad Tenev suggested Wednesday (Nov. 5) during the company’s third quarter earnings call.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional ...

Core Insights - Gemini Space Station is preparing to offer prediction market contracts, entering a growing sector of federally regulated betting on various outcomes [2][3] - The company is seeking regulatory approval to establish its own derivatives exchange for trading prediction contracts [3] - Gemini's move positions it against established players like Kalshi and Polymarket, which are already active in the prediction market space [4] Industry Overview - The prediction market sector is gaining traction, with a record weekly volume of $2 billion reported in October [6] - Major financial firms are increasingly entering the prediction market, indicating a trend towards broader acceptance and potential new asset classes [5][6] - The market architecture allows for a variety of products, enhancing liquidity and transparency in event-based contracts [5][6] Competitive Landscape - Gemini will compete with Kalshi, which is registered with the Commodity Futures Trading Commission, and Polymarket, which plans to re-enter the U.S. market [4] - Other exchanges and retail brokers, like Robinhood, are opting to partner with existing licensed platforms rather than creating their own [4] Regulatory Considerations - The introduction of event-based contracts could lead to regulatory challenges, including potential arbitrage around state gaming laws [5][7] - Concerns exist regarding the consumer protections and payout mechanisms associated with prediction markets, particularly those resembling gambling [7]

Polymarkets > media@Polymarket calls outcomes before headlines, every time.Polymarket (@Polymarket):Polymarket called it. https://t.co/qaQyF1MY2z ...