Crypto and Digital Assets
Prediction markets
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 14
- Share
- 1.3%
- Shows
- 14
- Net sentiment
- −0.36
Up from 1.0% of episodes in the weeks before; net sentiment was +0.10.
Bullish 0Mixed 9Neutral 0Bearish 5
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 5
- Polymarket's rapid growth left fraud controls weak, exposing it to legal and regulatory risk ahead of an IPO.AI Enabled Fraud: When Growth Comes Before Guardrails · Fraudology Podcast with Karisse Hendrick · Oct 1
- Allegations of wash trading and incentive-driven volume at Kalshi threaten its credibility and draw regulator scrutiny.The Chopping Block: Bitget's 387 Million Dollar Hack, Kalshi's Cooked Perps Volume, and Agentic Bank Runs · Unchained · Oct 2
- Fraud rates far above industry norms and reckless growth point to serious regulatory and reputational risk.Is Polymarket A Money Laundering Machine? | LWIT · Beyond The Build · Sep 28
- Sports-team ETFs tied to futures contracts blur investing and gambling, which the hosts see as a worrying trend.Our Monthly Portfolio Update - September 2026 · Equity Mates Investing Podcast · Oct 4
- Insider-trading examples erode trust; speaker wants stronger regulation of prediction markets.E436: Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital Bubble · How I Invest with David Weisburd · Sep 30
Mixed 9
- Court rulings against Kalshi create legal uncertainty, though a Supreme Court resolution remains unresolved and the outcome is unclear.Prediction Markets in Court & DraftKings’ Responsible Gaming Push| Ep. 871 · iGaming Daily · Oct 1
- Speakers see real information value but also gambling risks, manipulation, and lost retail money.Prediction Markets: The New Bet Against Traditional Investing · If You Could with Matt & Taryn · Sep 30
- Prediction markets are useful for hedging but sports contracts are seen as unregulated betting that needs the same rules.How America Got Hooked On Sports Betting · Prof G Markets · Oct 3
- Supreme Court and state-versus-federal jurisdiction fight over prediction markets is a major uncertainty, cutting both ways for DraftKings.EP. 53: Why is DKNG not Benefiting from the Prediction Markets Surge? Is it the VC Sydney Sweeney Effect on Customer Acquisition Cost (CAC)? · Pitch The PM · Oct 1
- Prediction market volumes are booming, but hosts worry about regulation, court fights and player endorsements.Playbooks and Portfolios: Sports Media, Alternate Markets, and Protect College Sports · Playbooks & Portfolios · Oct 1
- State lawsuits against Polymarket and Kalshi losses point to a likely Supreme Court fight, adding uncertainty.ROLLUP: Uptober Green Light? | Robinhood Goes All-In | $400M Bitget Hack | Prediction Markets to SCOTUS · Bankless · Oct 2
Show 3 moreShow fewer
- Argues markets are efficient and prediction markets may offer more room for edge, with uncertainty.The Woman Who Predicted the 2008 Crash on Bitcoin, the Dollar & What's Next · The Money Signal: From Main Street to Wall Street · Sep 28
- Circuit courts split on whether sports event contracts are federal swaps, leaving the question open.Weekly Roundup 10/02/26 (Fat Model Hypothesis, Agentic bank runs, Hester Peirce retires from the SEC, ETH 2030) (EP.742) · On The Brink with Castle Island · Oct 2
- Insider betting risks on prediction markets raise regulatory concerns, but transparency could eventually purify sports.Rick Heitzmann at Manhatta | Standing Table Podcast Episode #2 · RiskReversal Pod · Sep 28
Around it
Companies named
- Kalshi 9
- Polymarket 8
- Robinhood 2
- Schwab1
- Crypto.com1
- DraftKings 1
Shows that covered it most
- Beyond The Build1
- RiskReversal Pod1
- The Money Signal: From Main Street to Wall Street1
- How I Invest with David Weisburd1
- If You Could with Matt & Taryn1
- Fraudology Podcast with Karisse Hendrick1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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