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Prediction Markets
22 days agoNews Editor

Post-World Cup prediction markets keep growing as Kalshi and Polymarket tighten their grip

A PANews report by GO2MARS argues that prediction markets did not cool off after the World Cup and are now moving into a more durable phase of growth. The piece says September volumes hit a new high, though much of the headline increase came from parlay contracts that inflate notional turnover. On a seven-day basis, Kalshi and Polymarket together accounted for 94.6% of trading volume, leaving the rest of the field with only a small share. The report says the sector’s story is also changing. What began as a sports-betting-like product is increasingly being framed as an information market and, eventually, as a hedging tool and financial infrastructure layer. That shift is being tested by real institutional activity. Cantor Fitzgerald opened Kalshi event contracts to about 3,000 institutional clients, while FalconX and AneraLabs completed an on-chain block trade on Polymarket tied to Nvidia H100 compute pricing. Even so, the article says the industry’s ceiling still depends on two unresolved issues: regulation and capital efficiency. In the US, Kalshi remains at the center of a federal-versus-state fight over whether sports event contracts fall under federal commodities law or state gambling rules. At the same time, full collateralization and limited order-book depth continue to constrain larger hedging flows, pushing institutions toward negotiated block trades and market-maker-supported liquidity.

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Post-World Cup prediction markets keep growing as Kalshi and Polymarket tighten their grip
Forest Bai
29 days agoNews Editor

MOJO founder Forest Bai questions Opinion project appeal and YZi Labs incubator model

MOJO founder Forest Bai said in a post on X that he was not persuaded by the case for Opinion, even though the project had received positive feedback in the primary market and had been recommended to him by friends. In his view, the project belonged to a niche track and did not stand out. Bai also said he had already become disillusioned with 99.9% of primary-market crypto projects at that stage. He argued that even teams with strong backers and prominent fundraising often pursued ordinary ideas, targeted very narrow audiences, and ended up shipping products he described as outsourced in quality. He added that many projects fell below even that average level. On YZi Labs, Bai said the firm has top-tier industry connections and deep capital resources, but places too much faith in its own incubation ability. He acknowledged that such arrangements can help projects secure listings and user distribution. Still, he said that if a project itself has limited value, those efforts are not real support but a drain on the incubator’s own resources. He also argued that globally successful incubator models remain rare, and that capable, principled, and ambitious teams would not accept incubation tied to low valuations and ecosystem lock-in.

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MOJO founder Forest Bai questions Opinion project appeal and YZi Labs incubator model
CoinDesk
3 months agoNews Editor

CoinDesk opinion says evidence does not back banks’ case against stablecoin rewards

CoinDesk published an opinion piece on Aug. 25, 2026, under the headline "The evidence doesn't support the banks' case against stablecoin rewards." Based on the input provided, the available information does not include the article’s detailed arguments, data points, or named parties beyond the headline itself. The core claim presented in the summary feed is that the evidence does not support the banking sector’s argument against stablecoin rewards. The article is listed under the Hot Articles category, and the source link and image were provided in the feed metadata. No additional factual detail was available in the supplied digest.

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CoinDesk opinion says evidence does not back banks’ case against stablecoin rewards
Duan Yongping
3 months agoNews Editor

Reading Famous Investors’ Portfolio Changes: Why a Trim or Buy Doesn’t Say Much on Its Own

As second-quarter holdings disclosures from U.S. investment firms continue to come out under Securities and Exchange Commission requirements, commentary around well-known investors’ portfolio changes has picked up. The source article argues that much of that commentary adds little value, especially when it tries to draw sweeping conclusions from small position changes by investors such as Duan Yongping and Dan Bin. Instead of guessing at motives, the author says investors should look first at what those portfolio managers have said publicly and compare those statements with their long-term actions. Using Duan as the main example, the article says a sale can happen for at least three reasons: freeing up capital for a more attractive position, trimming when a stock looks excessively expensive, or exiting after finding real problems in the company, particularly in its culture or business model. Of those three, only the last one may point to trouble at the company itself. A buy can also mean different things. It may reflect genuine conviction and a plan to build a position gradually, or it may be an early, venture-style exploratory purchase. The author notes that both often start with small buys, making it hard to infer intent from the transaction alone. On Alibaba, the article says Duan’s latest purchase accounted for less than 1% of his portfolio, which the author says does not support claims that he had taken a heavy position.

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Reading Famous Investors’ Portfolio Changes: Why a Trim or Buy Doesn’t Say Much on Its Own
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