#Polymarket
297
1
2
0
Lee | Ju.Com
Lee | Ju.Com2025-11-03 09:18
🔥 Polymarket activity rebounds to new highs while Kalshi dominates in volume!
  • Decentralized prediction market platform Polymarket saw a notable resurgence in activity last month, while rival Kalshi remained the dominant player by volume in October.
  • The Block's data shows that the number of Polymarket's monthly active traders climbed to an all-time high of 477,850 in October, exceeding the former high of 462,600 recorded in January. 
  • This marks a comeback from a decline in monthly traders throughout the year, falling as low as 227,420 in August. October's figure represents a 93.7% increase from September, when the platform reported 246,610 monthly users.
  • Polymarket's monthly volume also rebounded to a new high of $3.02 billion last month, after staying below or around $1 billion from February through August. The platform saw 38,270 new markets in October, nearly three times the number recorded in August.
  • "October saw a jump in activity as crypto traders shared new strategies to earn from liquidity providing, arbitrage, and information asymmetry due to Polymarket's decentralized access and function as event-driven options trading," said Nick Ruck, director at LVRG Research. "As anticipation builds for platform token releases, the sentiment is entirely different from last year, when retail users were mostly gambling on political and sports events."

Upcoming airdrop

  • While Polymarket currently does not have its own cryptocurrency, Matthew Modabber, its chief marketing officer, recently confirmed plans to launch a native POLY token and an accompanying airdrop. This news may have influenced the spike in activity, as airdrop announcements typically attract a large number of traders who flock to the platform to meet eligibility criteria.
  • Polymarket is now focusing its efforts on relaunching in the U.S., targeting completion before the end of November. The relaunch would be a milestone for the platform, which exited the country following a 2022 enforcement case with the U.S. Commodity Futures Trading Commission that resulted in a $1.4 million penalty. 
  • Since then, the CFTC has softened its previously restrictive stance on prediction markets, signaling greater openness to viewing them as innovative frontiers in the new era of information and finance.
  • Meanwhile, U.S.-regulated prediction market platform Kalshi outpaced Polymarket's monthly volume with $4.4 billion, solidifying the leadership position established in September. 

Bloomberg reported last month that Kalshi is receiving investment proposals from venture capital investors that would value the company at up to $12 billion. Earlier in October, it raised $300 million at a $5 billion valuation.

#Polymarket #Decentralized #Airdrop #Jucom #cryptocurrency

89
0
Background
Avatar

Lee | Ju.Com

2025-11-03 09:20

🔥 Polymarket activity rebounds to new highs while Kalshi dominates in volume!

[{"type":"bulleted-list","children":[{"type":"list-item","children":[{"text":"Decentralized prediction market platform Polymarket saw a notable resurgence in activity last month, while rival Kalshi remained the dominant player by volume in October."}]},{"type":"list-item","children":[{"text":""},{"type":"link","url":"https://www.theblock.co/data/decentralized-finance/prediction-markets-and-betting","children":[{"text":"The Block's data"}]},{"text":" shows that the number of Polymarket's monthly active traders climbed to an all-time high of 477,850 in October, exceeding the former high of 462,600 recorded in January. "}]},{"type":"list-item","children":[{"text":"This marks a comeback from a decline in monthly traders throughout the year, falling as low as 227,420 in August. October's figure represents a 93.7% increase from September, when the platform reported 246,610 monthly users."}]},{"type":"list-item","children":[{"text":"Polymarket's monthly volume also rebounded to a new high of $3.02 billion last month, after staying below or around $1 billion from February through August. The platform saw 38,270 new markets in October, nearly three times the number recorded in August."}]},{"type":"list-item","children":[{"text":"\"October saw a jump in activity as crypto traders shared new strategies to earn from liquidity providing, arbitrage, and information asymmetry due to Polymarket's decentralized access and function as event-driven options trading,\" said Nick Ruck, director at LVRG Research. \"As anticipation builds for platform token releases, the sentiment is entirely different from last year, when retail users were mostly gambling on political and sports events.\""}]}]},{"type":"heading-two","children":[{"text":"Upcoming airdrop","bold":true}]},{"type":"bulleted-list","children":[{"type":"list-item","children":[{"text":"While Polymarket currently does not have its own cryptocurrency, Matthew Modabber, its chief marketing officer, recently confirmed plans to "},{"type":"link","url":"https://www.theblock.co/post/376048/polymarket-cmo-confirms-poly-token-airdrop-plans","children":[{"text":"launch a native POLY token"}]},{"text":" and an accompanying airdrop. This news may have influenced the spike in activity, as airdrop announcements typically attract a large number of traders who flock to the platform to meet eligibility criteria."}]},{"type":"list-item","children":[{"text":"Polymarket is now focusing its efforts on "},{"type":"link","url":"https://www.theblock.co/post/376623/polymarket-us-november-sports-betting-battleground-prediction-markets","children":[{"text":"relaunching in the U.S."}]},{"text":", targeting completion before the end of November. The relaunch would be a milestone for the platform, which exited the country following a 2022 enforcement case with the U.S. Commodity Futures Trading Commission that resulted in a $1.4 million penalty. "}]},{"type":"list-item","children":[{"text":"Since then, the CFTC has softened its previously restrictive stance on prediction markets, signaling greater openness to viewing them as innovative frontiers in the new era of information and finance."}]},{"type":"list-item","children":[{"text":"Meanwhile, U.S.-regulated prediction market platform Kalshi outpaced Polymarket's monthly volume with $4.4 billion, solidifying the leadership position established in September. "}]}]},{"type":"paragraph","children":[{"text":"Bloomberg "},{"type":"link","url":"https://www.theblock.co/post/375778/kalshi-fielding-investment-offers-12-billion-valuation-after-major-funding-round-bloomberg","children":[{"text":"reported"}]},{"text":" last month that Kalshi is receiving investment proposals from venture capital investors that would value the company at up to $12 billion. Earlier in October, it "},{"type":"link","url":"https://www.theblock.co/post/374155/kalshis-300m-raise-values-firm-at-5b-as-it-tops-polymarket-in-global-market-share","children":[{"text":"raised $300 million"}]},{"text":" at a $5 billion valuation."}]},{"type":"paragraph","children":[{"text":"\n"},{"type":"topic","character":"Polymarket","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"Decentralized","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"Airdrop","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"Jucom","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"cryptocurrency","children":[{"text":""}]},{"text":" "}]}]
JU Square

免责声明:含第三方内容,非财务建议。
详见《条款和条件》

JU Blog
JU Blog2025-09-15 14:51
Polymarket Research Report: Predictive Markets Project Analysis

Polymarket has revolutionized prediction markets, transforming from "niche betting" to "public probability infrastructure" with $14B+ cumulative trading volume and 20K+ daily active users.

💡 What Makes Polymarket Special:

    Decentralized prediction market built on Polygon Trade on real-world events with Yes/No tokens Superior price discovery with deep liquidity On-chain verifiable settlement via UMA's Optimistic Oracle No KYC required, wallet-based trading

🎯 How It Works: 1️⃣ Pick an event (elections, Fed rates, tech launches, sports) 2️⃣ Buy "Yes" or "No" shares based on your prediction 3️⃣ Correct predictions pay $1 per share, wrong ones = $0 4️⃣ Trade anytime before event resolution

📊 Market Impact:

    $3.6B trading volume during US election cycle Accurately predicted election outcomes before vote counts Used by major media (Bloomberg) as information source Twitter partnership for social integration $40M average daily trading volume

🚀 Recent Developments:

    $200M funding round led by Peter Thiel's Founders Fund $1B valuation milestone reached Track funding hit $400M in H1 2025 alone Market projected to exceed $100B by 2035

⚠️ Key Challenges:

    Event definition ambiguities and dispute resolution Information asymmetry and potential manipulation Oracle mechanism governance risks Regulatory uncertainties across jurisdictions

🔥 Investment Thesis: Prediction markets represent the next evolution of information financialization - turning collective wisdom into tradeable assets. With growing macro uncertainty and demand for real-time probability pricing, Polymarket is positioned as the leading "cognition monetization" platform.

💰 Market Examples:

    Fed rate decisions: $95M+ in bets iPhone pricing predictions: Real-time probability tracking Geopolitical events: Crowd-sourced intelligence Sports outcomes: Instant market reactions

The platform transforms complex global events into tradeable probabilities, making it an essential tool for understanding an uncertain world through market-based collective intelligence.

Read the complete analysis: 👇 https://blog.ju.com/polymarket-prediction-market-project-report/?utm_source=blog

#Polymarket #PredictionMarkets #Web3

208
1
Background
Avatar

JU Blog

2025-09-15 14:52

Polymarket Research Report: Predictive Markets Project Analysis

[{"type":"paragraph","children":[{"text":"Polymarket has revolutionized prediction markets, transforming from \"niche betting\" to \"public probability infrastructure\" with $14B+ cumulative trading volume and 20K+ daily active users."}]},{"type":"paragraph","children":[{"text":"💡 "},{"text":"What Makes Polymarket Special:","bold":true}]},{"type":"bulleted-list","children":[{"text":"\nDecentralized prediction market built on Polygon\nTrade on real-world events with Yes/No tokens\nSuperior price discovery with deep liquidity\nOn-chain verifiable settlement via UMA's Optimistic Oracle\nNo KYC required, wallet-based trading\n"}]},{"type":"paragraph","children":[{"text":"🎯 "},{"text":"How It Works:","bold":true},{"text":"\n1️⃣ Pick an event (elections, Fed rates, tech launches, sports)\n2️⃣ Buy \"Yes\" or \"No\" shares based on your prediction\n3️⃣ Correct predictions pay $1 per share, wrong ones = $0\n4️⃣ Trade anytime before event resolution"}]},{"type":"paragraph","children":[{"text":"📊 "},{"text":"Market Impact:","bold":true}]},{"type":"bulleted-list","children":[{"text":"\n$3.6B trading volume during US election cycle\nAccurately predicted election outcomes before vote counts\nUsed by major media (Bloomberg) as information source\nTwitter partnership for social integration\n$40M average daily trading volume\n"}]},{"type":"paragraph","children":[{"text":"🚀 "},{"text":"Recent Developments:","bold":true}]},{"type":"bulleted-list","children":[{"text":"\n$200M funding round led by Peter Thiel's Founders Fund\n$1B valuation milestone reached\nTrack funding hit $400M in H1 2025 alone\nMarket projected to exceed $100B by 2035\n"}]},{"type":"paragraph","children":[{"text":"⚠️ "},{"text":"Key Challenges:","bold":true}]},{"type":"bulleted-list","children":[{"text":"\nEvent definition ambiguities and dispute resolution\nInformation asymmetry and potential manipulation\nOracle mechanism governance risks\nRegulatory uncertainties across jurisdictions\n"}]},{"type":"paragraph","children":[{"text":"🔥 "},{"text":"Investment Thesis:","bold":true},{"text":"\nPrediction markets represent the next evolution of information financialization - turning collective wisdom into tradeable assets. With growing macro uncertainty and demand for real-time probability pricing, Polymarket is positioned as the leading \"cognition monetization\" platform."}]},{"type":"paragraph","children":[{"text":"💰 "},{"text":"Market Examples:","bold":true}]},{"type":"bulleted-list","children":[{"text":"\nFed rate decisions: $95M+ in bets\niPhone pricing predictions: Real-time probability tracking\nGeopolitical events: Crowd-sourced intelligence\nSports outcomes: Instant market reactions\n"}]},{"type":"paragraph","children":[{"text":"The platform transforms complex global events into tradeable probabilities, making it an essential tool for understanding an uncertain world through market-based collective intelligence."}]},{"type":"paragraph","children":[{"text":"Read the complete analysis: 👇\n"},{"type":"link","url":"https://blog.ju.com/polymarket-prediction-market-project-report/?utm_source=blog","children":[{"text":"https://blog.ju.com/polymarket-prediction-market-project-report/?utm_source=blog"}]},{"text":""}]},{"type":"paragraph","children":[{"text":""},{"type":"topic","character":"Polymarket","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"PredictionMarkets","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"Web3","children":[{"text":""}]},{"text":" "}]}]
JU Square

免责声明:含第三方内容,非财务建议。
详见《条款和条件》

没有更多数据