Nick Grous(@GrousARK):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

Nick Grous

@GrousARK

Director of Research: Consumer Internet & Fintech @ARKInvest | email: ngrous@ark-invest.com | Disclosure:

参加 October 2018

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Nick Grous@GrousARK

2026.07.28 13:53

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