Deep Dive: Prediction Markets Business Model [Premium PDF Report]

In December 2025, both CNN and CNBC announced exclusive multi-year partnerships to integrate real-time prediction market data into their programming. Robinhood, Interactive Brokers, and Charles Schwab launched prediction market features for their users.

Kalshi—the federally regulated prediction market exchange—hit $5.8 billion in monthly trading volume and closed a $1 billion Series C at an $11 billion valuation.

This isn't just another fintech story. It's the inflection point where a decades-old academic concept is becoming mainstream information infrastructure.

Inside the report, you'll find:

• ✅ Why Kalshi achieved 35-45% operating margins at scale (and what that means for competitors)

• ✅ How blockchain-native Polymarket secured a $2B investment from the New York Stock Exchange's parent company

• ✅ The network effects and regulatory moats that will likely consolidate this market around 2-3 dominant platforms

• ✅ Specific opportunities for entrepreneurs in biotech forecasting, climate risk prediction, and corporate earnings

• ✅ Why corporations are starting to use prediction markets as alternatives to traditional forecasting methods

• ✅ Detailed LTV:CAC analysis showing ratios of 10:1 or higher (substantially exceeding the 3:1 SaaS benchmark)

Take a peak of what's inside this Deep Dive:

We analyze how three catalysts—regulatory clarity, demonstrated accuracy, and mainstream integration, transformed prediction markets from niche financial instruments into a $95 billion addressable market opportunity by 2035.

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