Дональд Трамп-младший вложил многомиллионные суммы в Polymarket,

cryptonews.ruPublicado em 2025-02-26Última atualização em 2025-08-27

Дональд Трамп‑младший через венчурную фирму 1789 Capital вложил многомиллионные суммы в блокчейн‑платформу предсказательных рынков Polymarket и вошёл в её консультативный совет, при том что с января 2025 года он выступает советником конкурирующей площадки Kalshi, что поднимает вопросы о потенциальном конфликте интересов.

Детали сделки

  • Инвестиции оформлены через 1789 Capital, партнёром которой является Трамп‑младший; по данным Axios, речь идёт о «двузначных миллионах долларов», а сам Polymarket оценивается около $1 млрд на фоне раунда в $200 млн под руководством Founders Fund Питера Тиля.

  • В рамках сделки Трамп‑младший присоединится к консультативному совету Polymarket, усиливая политико‑медийный капитал платформы в период экспансии и подготовки к выходу на регулируемый рынок США.

Контекст: связи с Kalshi

  • В январе 2025 года Трамп‑младший стал советником Kalshi — лицензированной в США площадки предсказательных рынков, напрямую конкурирующей с Polymarket за пользователей и внимание регуляторов, что создаёт риск пересечения интересов.

  • На фоне растущей конкуренции за американский рынок и регуляторную ясность, участие одного и того же публичного лица в обеих платформах может стать предметом дополнительных вопросов со стороны наблюдателей и СМИ.

Регуляторная повестка и стратегия Polymarket

  • Polymarket исторически блокировал пользователей из США из‑за претензий CFTC и штрафа $1,4 млн в 2022 году, однако в июле 2025 года компания купила лицензированную CFTC биржу деривативов QCEX, открывая путь для легального возвращения в США.

  • На выборах в США платформа зафиксировала резкий рост активности; освещается объём ставок и метрики трафика, что укрепляет позиционирование предсказательных рынков как более «быстрого» индикатора ожиданий по сравнению с опросами.

Что это значит для рынка

  • Сделка усиливает капитализацию и публичную узнаваемость Polymarket на фоне «легализации» сегмента и повышенного интереса инвесторов к предсказательным рынкам перед избирательным циклом в США.

  • Для Kalshi новость означает обострение конкурентной динамики: переток экспертизы и внимания с участием одного и того же советника может усилить scrutiny регуляторов и медиа в отношении корпоративного управления обеих платформ.

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