Been looking at the institutional side over at
Event-based markets set up nicely for macro hedging and risk management (with data feeds that plug into ICE). Ties in with what I posted about ICE the other day
Feels pretty useful for desks that actually need clean, structured probabilities.
If you’re on the institutional side, worth checking out:
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 👇