Still, prediction markets have continued to grow. Earlier in the month, Kalshi raised more than $1 billion in a funding round that valued the prediction market at $22 billion.

Meanwhile, the Intercontinental Exchange, owner of the New York Stock Exchange, doubled down on its investment in rival prediction market Polymarket, bringing its total commitment to nearly $2 billion.

Kalshi’s margin feature is set to debut for institutional clients only, and could be rolled out first for new products rather than for core event contracts.

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16x9 Image Stablecoin Landscape Series

As stablecoins evolve into core financial infrastructure, North America leads. This report maps the regulation, market shifts, and players driving adoption.

Why it matters:

Stablecoins are entering their third phase of evolution – the institutionalization era – becoming increasingly embedded into core financial infrastructure. As institutions prioritize transparency and compliance, regulated issuers like USDC, RLUSD, and PYUSD are steadily gaining share with RLUSD surpassing $1B in market cap within its first year. North America, leading in regulatory frameworks and institutional distribution, is at the center of it all.

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Laptop with markets monitor and charts

The recent surge in oil and gas prices has driven up inflation expectations, causing markets to adjust their bets on Federal Reserve rate cuts, with traders now pricing in a near 40% chance of no rate cuts this year.

What to know:

  • Asset manager Bitwise suggests bitcoin may already have priced in the effects of tighter monetary policy, leaving stocks more exposed to macroeconomic shocks.
  • The recent surge in oil and gas prices has driven up inflation expectations, prompting markets to adjust their bets on Federal Reserve rate cuts, with traders now…

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