Polymarket Institutional
@PolymarketInsto
Institutional access for the world's largest prediction market — powered by @Polymarket
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Situational Awareness went from AI market darling to forced seller of its entire $16B equity book in 48 hours.
This is the story of how Polymarket traders sniffed out the bust before mainstream media, and what they think happens next in the AI trade.
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We're launching Polymarket Institutional Research: original research built on our markets, direct from the Institutional Desk.
Our first issue looked at Anthropic's valuation strip and whether the right tail is underpriced. Last week, we turned to the Strait of Hormuz, where traders price a 62% chance of normalization by the end of the year, and what that implies for the spread between Brent and WTI.
New issues every week. Read both and sign up for access to all future issues below 👇
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