2025-12-26 14:23:39

Prediction markets are experiencing a critical shift from investment hotspots to infrastructure development.

First, let's look at the anomalies on the financing side. In December this year, Kalshi completed a $1 billion Series E funding round led by Paradigm, with its valuation soaring to $11 billion, with top-tier institutions like Sequoia and CapitalG participating throughout. Meanwhile, another leading platform received a $2 billion strategic investment from ICE, the parent company of the New York Stock Exchange, with its valuation locked at $9 billion. These figures reflect not only strong capital confidence but also the beginning of traditional financial giants deeply entering this track.

Even more interesting is the fission of application scenarios. Prediction platforms are no longer operating independently but are starting to deeply integrate with mainstream channels—one leading platform has established partnerships with CNBC and CNN, while another has connected with Yahoo Finance and professional sports events. Major events like the 2026 World Cup and midterm elections are expected to maintain weekly trading volumes above $100 million.

But the real turning point lies in the change of value positioning. The market's focus has quietly shifted from "trading tools" to "data assets." Some institutional research teams believe that distributed prediction data is becoming a "truth source" for financial institutions to hedge macro risks, even surpassing traditional polls in accuracy. In other words, prediction markets are gradually evolving from a betting venue into a data provider at the infrastructure level.

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ProposalManiac

· 9h ago

Funding figures look good, but I'm more concerned about how the incentive mechanism is set up. The saying "truth comes from this source"... just listen to it, after so many years of polling inaccuracies, no one has taken responsibility. --- Traditional financial giants entering the market = the game balance is adjusting, which may not be a good thing. Who will ensure it doesn't become just another manipulated data source? --- Rather than hyping data assets, it's better to think first about whether the governance structure of decentralized prediction markets can hold this wave of money. The lesson from history? Just look at early DEXs. --- $1 billion Series E... By the way, how is the voting power distributed in this round of financing? What percentage do institutional voices hold? That's the key. --- The World Cup election can support 1 billion weekly trading volume, but the question is—does the prediction accuracy really improve just because there are more participants? Or does having more people just mask systemic biases? --- Seeing "shifting from investment hotspots to infrastructure" makes me want to laugh; I'm tired of this rhetoric. When it really comes to infrastructure, governance efficiency requirements will be ten times higher. Are these platforms ready?

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AltcoinTherapist

· 12-28 20:09

Wow, 11 billion valuation? This is the real infrastructure narrative. --- Wait, are traditional financial giants really going all in? ICE's 2 billion is serious. --- I'm optimistic about data assets; they are more imaginative than just trading tools. --- Integrating mainstream media is a good move; at least it's not just playing within their own circle. --- Source of truth? It's a bit aggressive to boast, but I believe it can surpass polls. --- Can the 2026 World Cup support 1 billion weekly transaction volume? Well, let's take a gamble. --- Shifting from hot topics to infrastructure, it's a good statement, but we'll see if it can last until that day. --- Sequoia and Paradigm entering the scene simultaneously; the signal is clear enough. --- The sports event line is the most interesting; it’s the true face of public engagement. --- From the perspective of data assets, it completely changed my view of prediction markets.

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LiquidatedDreams

· 12-28 03:26

Wow, a valuation of 11 billion? Traditional finance is finally getting serious. This time, it's not hype—it's real infrastructure. The saying that "truth comes from this source" can't hold up anymore... Waiting to be proven wrong. This wave feels like it's about to take off, much more reliable than polls.

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AlwaysQuestioning

· 12-27 20:43

Wait, is this data really reliable? Can polls be surpassed?

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HashBandit

· 12-26 14:53

ngl, watching prediction markets pivot from "lol free money" to actual infrastructure is kind of wild... but here's the thing—back in my mining days we thought the same about on-chain data too, then fees went bonkers and nobody cared anymore. so like, will this actually scale or just another hype cycle? 🤔

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WhaleStalker

· 12-26 14:42

Damn, from a speculative tool to an infrastructure data source, this shift is pretty intense. --- Paradigm and ICE are both heavily investing; traditional finance is really about to enter the game. --- Wait, predictive data is more accurate than polls? Then the previous polling agencies must be crying to death. --- This move to integrate mainstream channels is smart; the next unicorn might be right here. --- Valuations of 11 billion and 9 billion, I can smell the bubble, but I also see the logic. --- A weekly trading volume of 1 billion USD—if 2026 really arrives, this market will explode. --- Shifting to data assets is the real core; trading is just a cover, right?

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GateUser-75ee51e7

· 12-26 14:42

110 billion valuation? This is the real infrastructure, not those messy concepts.

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RegenRestorer

· 12-26 14:31

A $11 billion valuation skyrocketing so quickly—traditional finance is really starting to get scared.

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AirdropHermit

· 12-26 14:29

A valuation of 11 billion is just the beginning. Get ready to see traditional finance be completely disrupted.