Prediction Market Activity Hits Record High, Major Events of Leading Projects to Watch

Odaily星球日报Publicado em 2026-02-02Última atualização em 2026-02-02

Resumo

Prediction markets hit a record high in weekly transactions despite recent market volatility, with 26.39 million trades recorded last week. Leading platforms Polymarket and Kalshi dominated activity, with 13.34 million and 11.88 million trades respectively. Polymarket saw $2 billion in weekly volume, up 18.4%, while Kalshi reached $1.4 billion, up 8.5%. Key developments include Polymarket introducing fees for certain markets, launching real estate prediction markets with Parcl, and securing partnerships with the Golden Globes, Jupiter, and Major League Soccer. Kalshi announced its first prediction market conference and expanded its U.S. availability through a partnership with Coinbase. Other notable platforms: Opinion, backed by Binance Labs, may delay its token generation event (TGE) due to market conditions. predict.fun introduced a boost system for user points and unique event types. Probable, incubated by PancakeSwap, began liquidity reward programs to improve market activity.

Original | Odaily Planet Daily (@OdailyChina)

Author | Asher (@Asher_ 0210)

Although the market plummeted last weekend, the weekly number of transactions in the prediction market hit a record high. According to Dune data, the number of prediction market transactions last week reached 26.39 million, with Polymarket recording 13.34 million transactions, ranking first; Kalshi had 11.88 million transactions, ranking second; Opinion had 379.3 thousand transactions, ranking third.

Prediction market transaction count data for last week

Below, Odaily Planet Daily summarizes the recent developments of leading projects in the prediction market.

Two Giants: Polymarket and Kalshi

According to DeFi Rate data, in addition to the record high weekly transaction count in the prediction market, the recent trading volumes of the two giants, Polymarket and Kalshi, have also remained high.

Among them, Polymarket's trading volume last week reached $2 billion, a month-on-month increase of 18.4%, ranking first among similar platforms; Kalshi's weekly trading volume was $1.4 billion, with a weekly increase of 8.5%, ranking second.

Looking at a longer period, the trading data over the past 30 days shows a clear divergence: Polymarket's trading volume has generally maintained an upward trend, possibly related to the warming market expectations for its potential token issuance; in contrast, Kalshi's trading volume has continued to decline over the past 30 days, showing a more obvious downward trend.

In addition to trading volume data, the recent noteworthy developments of the two giants include:

Polymarket

1. Polymarket has started charging up to 3% trading fees in 15-minute crypto up/down markets. According to data, Polymarket's official documentation has added a "Trading Fees" page, clearly stating that fees will be enabled in 15-minute crypto up/down markets. This adjustment indicates that Polymarket has begun charging up to 3% taker fees in these short-term markets.

2. Polymarket launches a real estate prediction market, allowing users to bet on housing price trends. On-chain real estate platform Parcl and Polymarket announced a partnership aimed at introducing Parcl's daily housing price index into Polymarket's new real estate prediction market. Users can predict the rise and fall of specific city housing price indices on a monthly, quarterly, or annual basis, as well as threshold outcomes. Each market will reference a dedicated Parcl resolution page to display the final settlement value, historical index context, and calculation methods.

3. Polymarket designated as the prediction market partner for the Golden Globe Awards and launched a Polymarket Golden Globe Awards prediction market board at the event. Polymarket posted on platform X, stating that Polymarket has been designated as the exclusive prediction market partner for the Golden Globe Awards. Additionally, the Golden Globes official account posted: "Golden Globes awards season meets Polymarket's prediction season," accompanied by a picture of the Polymarket Golden Globe Awards prediction market board.

4. Jupiter announces integration with prediction market Polymarket. Jupiter posted on platform X announcing the integration with prediction market Polymarket. This integration will make Jupiter an innovative prediction platform on Solana, allowing users to directly use Polymarket through the "Predict" feature built into the Jupiter App.

5. Polymarket signs exclusive licensing partnership with Major League Soccer (MLS). Polymarket announced a multi-year exclusive licensing agreement with Major League Soccer (MLS), making it the sole prediction market partner of MLS. According to the agreement, the cooperation covers the MLS Cup, various conference events, and the All-Star Game. The two parties will also launch new fan experiences, including "second-screen interaction" during games, to enhance viewing engagement.

Kalshi

Kalshi platform transactions require prior US KYC identity verification, making it difficult for the vast majority of users to participate. Notable developments are mostly at the macro level.

1. Kalshi to host the first Prediction Market Conference in March. Kalshi CEO and co-founder Tarek Mansour posted on platform X, stating plans to host the first Prediction Market Conference in March. Researchers, economists, policymakers, and traders will gather to discuss core issues surrounding prediction markets and knowledge aggregation.

2. Coinbase Prediction Markets fully launched in all 50 US states through Kalshi. Coinbase recently announced that its Prediction Markets, through its partnership with Kalshi, are now officially available to users in all 50 US states, marking the product's transition from a limited testing phase to nationwide full deployment. This service allows users to trade on the outcomes of real-world events such as politics, sports, entertainment, culture, and macroeconomic indicators.

Coinbase stated that prediction market contracts are currently all provided by Kalshi, which is a compliant prediction market platform regulated by the US Commodity Futures Trading Commission (CFTC). More platform contracts may be integrated in the coming months. Prediction market contract prices reflect the market's collective probability judgment on event outcomes. Users can manage related trades in the same Coinbase interface alongside crypto assets, stocks, and cash positions, with a minimum trade amount of $1 (USD or USDC).

Opinion: Affected by the crash, TGE may be delayed

Opinion is the first prediction market platform on the BNB Chain ecosystem. According to ROOTDATA data, Opinion announced the completion of a $5 million seed round financing on March 18 this year. This round was led by YZi Labs, with participation from echo, Animoca Ventures, Manifold, Amber Group, and others. Additionally, Opinion was one of the top 4 performing projects in the previous Binance Labs MVB program.

According to official information, on January 26, Opinion's official website added an airdrop binding interface, supporting the allocation binding of up to 5 wallets. This move may indicate that Opinion will issue a token airdrop.

Opinion official website added airdrop binding interface

Moreover, Opinion founder Forrest stated in an interaction on the official Discord at the end of last year that "TGE is not expected to be later than February 17 (Chinese New Year)".

Opinion founder's response regarding TGE

However, due to last week's market crash, community members generally believe that Opinion will delay the TGE time. According to Polymarket data, the probability of the event "Will Opinion officially launch its governance token before February 17?" has continued to fall from over 70% at the end of January, dropping to a low of below 15%, and has now rebounded slightly to currently report 35%.

Probability of the event "Will Opinion officially launch its governance token before February 17?" significantly reduced

predict.fun: Points activity enters week 7, platform liquidity improves after launching Boost points activity

predict.fun is a prediction market platform also launched on BNB Chain. Its founder is dingaling, a well-known figure in the NFT field. Unlike traditional prediction markets like Polymarket and Kalshi, predict.fun has achieved a key innovation: funds used by users for prediction are no longer idle but can simultaneously generate additional returns during the prediction period.

On January 20, predict.fun announced the launch of the Boost points multiplier activity. Events marked with the golden Boosted badge will receive more points (the specific multiplier has not been disclosed), mostly sports events.

predict.fun launches Boost activity

Additionally, to enrich the types of events listed, predict.fun launched the "Number of tweets posted by CZ" event, increasing community discussion about the platform.

predict.fun launches the "Number of tweets posted by CZ" event

Probable: Liquidity points rewards launched from February 2nd

Probable is a fully on-chain prediction market platform incubated by PancakeSwap (platform language supports switching to Simplified Chinese). This project is supported by PancakeSwap and YZi Labs and will be exclusively deployed on BNB Chain.

Community users mock that platform points are given to users who wash trade. Currently, the platform still offers 0 fee trading (including market orders), allowing for lossless point farming. There may be users engaging in "self-trading" or wash trading. Except for the first event which had extremely high trading volume (the first event was previously whether the Fed would cut rates in February, now changed to whether Satoshi Nakamoto will move Bitcoin this year), other events have low trading volume and extremely poor liquidity.

Probable homepage display

It is worth noting that today (February 2), Probable officially announced that liquidity points rewards will be launched starting this week. Perhaps after the liquidity points rewards are launched, the platform's points will be distributed more to real trading users. Odaily Planet Daily will continue to report on community feedback regarding point distribution.

Probable launches liquidity points rewards

Perguntas relacionadas

QWhich prediction market platform had the highest number of transactions last week, and how many transactions did it record?

APolymarket had the highest number of transactions last week, recording 13.34 million transactions.

QWhat was the trading volume for Polymarket last week and what was its week-on-week growth?

APolymarket's trading volume last week was $2 billion, with a week-on-week growth of 18.4%.

QWhat significant partnership did Polymarket announce with a major sports league?

APolymarket announced an exclusive multi-year licensing agreement with Major League Soccer (MLS), making it the league's sole prediction market partner.

QWhy is the probability of Opinion launching its governance token before February 17th significantly lower on Polymarket?

AThe probability dropped significantly due to the recent market crash, leading the community to believe that Opinion would delay its Token Generation Event (TGE).

QWhat key innovation does the predict.fun platform offer compared to traditional prediction markets?

Apredict.fun allows users' funds used for predictions to not sit idle but instead generate additional yield during the prediction period.

Leituras Relacionadas

Public Version of Mythos Officially Launched: Analyzing the Advantages and Limitations of AI Smart Contract Auditing

Publicly available Mythos, Anthropic's AI model, has officially launched, demonstrating both significant potential and limitations in smart contract security auditing. The article analyzes its capabilities through real-world cases. AI excels in identifying subtle, low-level vulnerabilities through pattern recognition and large-scale code screening. A key example is detecting a storage slot collision between a custom rewards mapping and a third-party library's ReentrancyGuard, a vulnerability easily missed in manual audits. In the recent Zcash incident, AI also rapidly discovered a critical soundness bug that had remained hidden for years. However, AI currently struggles with complex, interconnected scenarios. When tested on the Curve LlamaLend sDOLA exploit, which involved manipulating prices across multiple protocols (Curve pools, lending markets) to trigger liquidations, Fable 5 failed to identify the core cross-protocol attack vector. These scenarios require a deep understanding of DeFi economic models and multi-contract interactions. In conclusion, while AI tools like Mythos significantly boost efficiency in finding standardized, syntactic vulnerabilities, they cannot yet replace expert analysis for complex, business-logic, and cross-protocol attacks. An effective audit workflow combines AI's speed for initial screening with human expertise for in-depth, holistic analysis.

marsbitHá 2m

Public Version of Mythos Officially Launched: Analyzing the Advantages and Limitations of AI Smart Contract Auditing

marsbitHá 2m

Trade.xyz's Rebase Refusal Sparks Controversy, On-Chain Pre-IPO Market Faces Major Pricing Test

The debate surrounding Trade.xyz's refusal to adjust its SPCX (SpaceX pre-IPO) perpetual contract pricing amid updated share count revelations highlights a key challenge for on-chain pre-IPO markets. While several centralized exchanges (CEXs) paused and repriced their contracts after SpaceX's filing showed a ~10% increase in total shares, Trade.xyz maintained its market-driven pricing logic, which tracks expected per-share price sentiment rather than fundamental valuation metrics like market cap. This discrepancy triggered cross-platform arbitrage and caused leveraged long positions on Trade.xyz to suffer significant losses, as the platform's HIP-3 architecture lacks a native "Rebase" mechanism to neutrally adjust all user positions following such corporate actions. The incident underscores the difficulty for decentralized perpetual exchanges (Perp DEXs) to implement Rebase—a process CEXs handle by centrally pausing markets and adjusting ledger data. On-chain, this requires complex smart contract modifications, increasing gas costs, complexity, and potential attack surfaces. While some DEXs have managed similar adjustments, Trade.xyz's current design does not natively support it, though the team is reportedly exploring solutions for future events like stock splits. Ultimately, the controversy serves as a critical case study for the nascent on-chain pre-IPO sector, raising questions about price discovery reliability, transparent rule disclosure, and the readiness of DeFi infrastructures to handle traditional corporate actions as real-world assets (RWAs) gain traction.

marsbitHá 10m

Trade.xyz's Rebase Refusal Sparks Controversy, On-Chain Pre-IPO Market Faces Major Pricing Test

marsbitHá 10m

The 'Middle Eastern Prince' Swindles a Wealthy Woman: Renting Planes and Rolls-Royces, Scamming 120 Million Over Three Years

Two brothers who posed as "Middle Eastern princes" have been sentenced in the United States to 24 and 23 years in prison, respectively, and ordered to pay over $21.2 million in restitution and back taxes. Over three years, they fraudulently obtained approximately $21 million, primarily by promoting fictitious investment projects, including a non-existent cryptocurrency mining operation in a former General Electric industrial park in East Cleveland. The brothers, aged 42 and 33, created elaborate personas: one claimed to be a wealthy royal family heir and the city's "International Economic Advisor," while the other posed as a hedge fund manager with expertise from watching the TV show *Billions*. They bolstered their image by renting luxury cars and private jets and cultivating a relationship with a local mayor's chief of staff, who provided official-looking documents and government event access. A significant portion of the victims' funds, about $18 million, came from a single Chinese investor, a woman from Sichuan with experience in Bitcoin mining. The brothers also defrauded several women, including one former girlfriend. Their scheme unraveled when the primary investor discovered her $6 million worth of mining equipment had been sold off. The case highlights a trend of impostors using fabricated "Middle Eastern royal" identities to target wealthy individuals. Similar incidents include a "Dubai prince" who recently promoted a $500 million family office in Hong Kong and a Colombian man who impersonated a Saudi prince for decades in the US before being caught and sentenced in 2019.

marsbitHá 24m

The 'Middle Eastern Prince' Swindles a Wealthy Woman: Renting Planes and Rolls-Royces, Scamming 120 Million Over Three Years

marsbitHá 24m

a16z Partner: Being in the Flow of Capital Is the True Moat

A16z Partner: Standing in the Cash Flow is the True Moat Historically, many of the strongest companies built their moats by positioning themselves within "cash flows"—facilitating value creation and transfer in a network and taking a cut. The more value flows, the larger they grow. Crypto is the first modern technology natively built for this. With open ledgers, programmable settlement, and stablecoins enabling internet-speed global value transfer, it allows startups to inherit network effects from day one. Well-designed tokens align users, developers, and the protocol towards network growth, distributing value to contributors. This model isn't new (e.g., railroads, Visa, Google, AWS) but Crypto democratizes it. It lets entrepreneurs target areas with high inefficiency and profit extraction—like traditional finance's payments, custody, FX, and settlement—to compress costs, increase speed, and redistribute value by standing in the new flow. The opportunity extends beyond finance to emerging markets like GPU/compute, AI training data, energy, and space, where new, programmable infrastructure can be built without legacy constraints. Key questions for founders: Are you already in the cash flow? Does your revenue scale 10x with network activity? Where is profit extraction highest relative to value created in your market? The strategy is clear: compress the old cost structure, position yourself in the new value stream, and let the network compound.

marsbitHá 52m

a16z Partner: Being in the Flow of Capital Is the True Moat

marsbitHá 52m

Trading

Spot
Futuros
活动图片