# Duopoly İlgili Makaleler

HTX Haber Merkezi, kripto endüstrisindeki piyasa trendleri, proje güncellemeleri, teknoloji gelişmeleri ve düzenleyici politikaları kapsayan "Duopoly" hakkında en son makaleleri ve derinlemesine analizleri sunmaktadır.

Silicon Valley Rises Against Anthropic

A backlash against Anthropic is growing in Silicon Valley, driven by concerns over competition with partners and its advocacy for a closed AI ecosystem. Critics point to the release of Claude Design, seen as competing directly with partner Figma, as a key moment that eroded trust. Figma's CEO reportedly stated Anthropic was not fully transparent. Anthropic faces further criticism for data retention policy changes, releasing a powerful model (Fable 5) that restricted answers on AI research, and its warnings about the risks of open-weight AI models. Skeptics, including some researchers and government officials, view these warnings as a tactic to stifle cheaper, customizable open-source competitors and shape favorable regulation, potentially creating an AI duopoly with OpenAI. While Anthropic defends its actions as necessary for safety and preventing misuse, the dissent has intensified. Over 70 companies, including OpenAI and Google, recently signed a letter supporting open models, which Anthropic did not join. The company's moves have prompted some startups and businesses to switch to lower-cost, open-weight alternatives, fearing Anthropic might use their data to build competing products.

marsbit07/30 02:41

marsbit07/30 02:41

After Polymarket and Kalshi, Are There Any Dark Horses Left in the Prediction Market?

The prediction market, once a niche crypto experiment, has evolved into a mainstream financial and information market, moving beyond a sole reliance on political events. The 2024 US election showcased platforms like Polymarket and Kalshi, but sustained post-election volume from sports, tech, and economics proved long-term demand. By 2026, a duopoly controls ~97.5% of volume: Polymarket leverages on-chain trading, USDC settlement, and media integrations, while Kalshi uses CFTC compliance to access mainstream finance via partners like Robinhood. New challengers are emerging in specific niches: short-cycle trading (@trylimitless), media-native markets (@MyriadMarkets), social platform integration (@kash_bot), and infrastructure layers (@azuroprotocol, @theclearingco). Key 2026 drivers include AI agents executing over 30% of on-chain trades, media platforms embedding odds as engaging content, and sports becoming the dominant sustained vertical. Core challenges remain: contested volume metrics, state-level regulatory friction classifying markets as gambling, and token airdrop speculation inflating activity. The future lies not with generic clones, but with platforms possessing deep vertical focus, clear distribution advantages, and viable regulatory or on-chain liquidity strategies.

marsbit05/21 09:14

After Polymarket and Kalshi, Are There Any Dark Horses Left in the Prediction Market?

marsbit05/21 09:14

A $20 Billion Valuation: Kalshi and Polymarket in an Arms Race?

A potential "arms race" is brewing in the prediction market sector, with industry leaders Polymarket and Kalshi each reportedly in funding talks at valuations around $20 billion. This represents a near doubling of their respective $12 billion and $11 billion valuations from late 2025. As of February 2026, the global prediction market has reached a cumulative notional trading volume of $127.5 billion. Polymarket leads with $56.07 billion, followed closely by Kalshi at $44.71 billion, together commanding 79% market share. Their growth trajectories differ: Kalshi has experienced explosive user growth, with monthly active users surging from 600,000 to over 5.1 million in 2025, while Polymarket's user growth has been steadier, peaking around 700,000 monthly active users. Kalshi's trading volume skyrocketed over 1100% in 2025, largely driven by sports contracts which account for 81% of its volume. It has secured key partnerships with platforms like Robinhood, which contributed over 50% of its volume in late 2025, and media outlets like CNBC and CNN. Polymarket maintains a stronghold in political and crypto event markets. It has formed significant partnerships with X (formerly Twitter), ICE (for a strategic investment up to $2 billion), and the UFC for exclusive prediction market data. Both platforms are also official partners of the NHL, and their data is integrated into Google's search and finance products. Their divergent strategies—Kalshi's focus on USD-compliant trading and Polymarket's crypto-native, global event coverage—are collectively pushing prediction markets into the mainstream as vital information and risk-management platforms. With potential new funding and major upcoming events like the World Cup and the US elections, both platforms are poised for a record-breaking year in 2026.

marsbit03/09 07:06

A $20 Billion Valuation: Kalshi and Polymarket in an Arms Race?