FINDINGS FROM TESTING 20+ PREDICTION MARKETS

Summary from the TLDR Crypto newsletter

Kalshi and Polymarket dominate 99% of the prediction market landscape. Kalshi captured 63% market share in early September due to a surge in sports prediction activity. Both platforms actively court builders with different approaches, targeting crypto Twitter communities and DeFi ecosystem developers. Five product categories are emerging across the ecosystem: DeFi protocols enable lending and borrowing against prediction market positions, with projects like Gondorfi building AAVE-style infrastructure and Flipr creating leverage trading platforms; analytics and aggregator tools include Polysights for AI-enabled dashboards with insider detection, Betmor for trading terminals, and Poly Data for comprehensive market analytics; perps products allow users to long/short everything from pre-IPO companies to quantified public perception and mindshare trends, and AI applications like Sportstensor's Almanac delivering 72% ROI on MLB bets and SIRE turning football footage analysis into trading insights; and niche prediction markets feature decentralized market creation, gamified experiences, and specialized focus areas.