#kalshi

The Form D filing crossed my terminal at 06:42 CET. A $1.5 billion equity...

Hook Kalshi just filed for a CFTC-approved copper perpetual. The market yawne...

The Hook: Over the past 14 days, Kalshi's Bitcoin perpetual futures contract...

We didn’t need a memo to know the prediction market party was over. The numbe...

The model is broken. Elon Musk does not own 48.4% of SpaceX. Not really. On...

The Washington State Department of Financial Institutions issued a...

Washington state’s cease-and-desist order against Kalshi is not a one-off...

The prediction market is pricing in a $40 billion valuation before the term...

Tracing the genesis block of narrative value, I find myself staring at a...

The CFTC's emergency order for Kalshi to continue operations is not a technic...

The most valuable data feed in crypto may not come from a blockchain at all. ...

Hook August 10, 2024. A lawsuit was filed in the Southern District of New Yor...

The race wasn't to build a better prediction market—it was to make one that...

Kalshi's Stephen Curry next-team market cleared $4 million in trading volume....

Tracing the liquidity veins beneath the market, you find two distinct pulses...

The numbers are stark, and they tell a story that has little to do with smart...

The alpha isn't in the timeline of Polymarket's volume records. It's in the...

Polymarket’s market share dropped 5.6 percentage points in Q2 2026. The ledge...

The logs show a record-breaking quarter, but the anomaly is in the market...

On October 2023, the probability of the CLARITY Act passing before December...

You watch the number drop from 45% to 31% and think the market is speaking. I...

I remember the first time I saw a stablecoin supply chart turn red. It was la...

Hook A single trade of $90,000 on Kalshi triggered a federal investigation,...

In the quiet hours after a presidential speech, a single trader on Kalshi...

Polymarket hit $100 billion in June volume. Kalshi cleared $315 billion. The...

The numbers are too clean. A Kalshi insider pockets exactly $100,000 on a Tru...

A Kalshi prediction market contract now pits Stellar (XLM) against XRP in a...

Hook: A single Kalshi contract is quietly drawing a line between two payment...

Signal in the noise. Last week, Congresswoman Dina Titus (D-NV) escalated her...

Kalshi, a CFTC-regulated prediction market, is backing a bill that mandates...

The smartest trade this year isn't a memecoin—it's a GPU futures contract on ...

Hook: The 40% Liquidation Signal Nobody Saw On April 10, 2026, US Congresswom...

The ledger remembers every trembling hand. On March 12, 2026, two sovereigns...

I sat with a fund manager friend last week who had placed a significant...

Hook The most disruptive prediction market interface in 2026 isn't on...

Hook On a Tuesday afternoon, a court order from Michigan forced Kalshi to hal...

The price of an H100 GPU was never determined by Nvidia’s market cap alone. I...

The pricing of GPU compute has been a black box—opaque, bilateral, and...

Over the past 90 days, Polymarket’s daily active wallets dropped 22%. Kalshi’...

We didn't see this coming. The market had Balogun at 90% to suit up for the...

I trace the shadow before it casts. The numbers glitter like bait—$94 billion...