Nick Grous
@GrousARK
Director of Research: Consumer Internet & Fintech @ARKInvest | email: ngrous@ark-invest.com | Disclosure:
702 Following 35.2K Followers
There is only one space outside of AI with standout growth. It's prediction markets.
Total notional volume for the first 7 months of 2026 is up ~13.7x YoY.
Jan-Jul 2025 volume was $17B. The same window in 2026 hit $236B.
The biggest winner of this explosive growth is Kalshi.
Kalshi has grown its share of the market from roughly 20% in the first 7 months of 2025 to over 70% most recently, in July 2026. (US-only market share is even higher)
s/o to @datadashboards
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For decades, steady jobs felt safe and starting a business felt like a major risk. That's flipping.
In this piece, we look at the historical and current forces lowering the cost of entrepreneurship, from the fall of the necessary brick-and-mortar store to Shopify giving small merchants enterprise-level infrastructure to AI now standing in for the CFO, COO, and support team founders used to hire first.
Worth a read if you've ever thought about building something of your own 👇
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Very excited to have Austin joining us.
Give him a follow. We will be putting out some fun pieces soon.
