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Kalshi (private)

Baron Capital founder: Musk has already added $30B to his returns
10 calls: why Ron says Musk's political risk doesn't factor into his math, how Kalshi read a Democratic sweep six months early, and why Anthropic pays…
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Kalshi CEO on LSU's $3M Lane Kiffin bonus: "They hedged it at $3,000,000 on Kalshi"
10 takeaways: why sports fell from 95% of revenue to about 65%, how a $50,000 contract paid a goat herder $500,000, and the 1958 onion law behind…
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Tema strategist on the S&P 500: "the effective number of stocks... is really only 50"
7 calls: why half the index is already in a drawdown, what $450B of hyperscaler borrowing means for AI, why 40% of small caps lose money, and how Tema…
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Saylor's bull call, Kalshi's longshot boom, Clarity's silver lining — Bloomberg Crypto
10 calls: why Michael Saylor wanted the Clarity Act to stall, how 65% of Kalshi volume ended up in longshot bets, and the Supreme Court fight over…
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Data centers drive most hedging demand, says Susquehanna's prediction markets head
18 takeaways: how Susquehanna priced a $500K goat-herder hedge, why it keeps most of its custom-hedge risk on its own books, and why OpenAI bankruptcy…
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"We don't do sports": Public's co-CEO on prediction markets that move portfolios
11 takeaways: why Public's trading agents run as fixed code that cannot hallucinate, how a rate-hike probability can trigger a Treasury sale, and why…
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Novig traded $100M on a single NFL Sunday, Inside Prediction Markets finds
11 calls: Why zero-fee exchanges draw quarter-million-dollar blocks, why Kalshi wants margin on long-dated contracts, and why NFL survivor entries are…
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Animal Spirits on bonds: "the worst 10-year real return ever for the Agg"
16 calls: why 40% of S&P 500 stocks are down while the index sits near a record, why the hosts are buying 5% bond yields, and an AI assistant that…
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645 Ventures co-founder: selling half of one stake returned 35% of his first fund
18 lessons: why he says $50M seed rounds are bad for companies, why venture prices look exuberant again, and the 40-year-old bank software vendors he is…
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BetMGM CEO: prediction markets are winning sharps and underage bettors
5 takeaways: why prediction markets are winning sharps and teenagers, not casual bettors, why iGaming is his biggest growth lever, and how AI shapes…
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"It's not moving the markets": Public.com co-CEO on skipping sports prediction markets
4 insights: Why Public built prediction markets for AI agents to act on, who it designs for, and the UBS client who fired his wealth managers and handed…
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Limitless Exchange CEO: US sports is saturated, and no incumbent serves institutions
12 arguments: Why he now lists Kalshi and Polymarket markets on his own exchange, why margin forces an exchange and broker apart, and what Korea's…
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