Exit pathways for a prediction-market affiliate
Strategic acquirers, financial buyers, and the multiples each pays. The honest map of who buys these properties and what they pay for them.
Prediction-market news, analysis, and evergreen research. Regulatory developments, volume shifts, platform launches, and category fundamentals — founder-written, primary-sourced.
AllNotesAnalysisResearch
RSS →
Strategic acquirers, financial buyers, and the multiples each pays. The honest map of who buys these properties and what they pay for them.
The first ten hires for a media-layer bet in a pre-regulated category. Editor, quant, compliance, BD — and the order they actually need to arrive in.
Prediction markets are a structural threat to incumbent sportsbooks. The defensive playbook — partnership, acquisition, regulatory lobbying, exchange pivot — is being written in real time.
Geo-gating, age verification, creative approval, and state-by-state ad rules. The under-discussed operational layer that determines whether an affiliate property can scale.
When the legal status is unresolved, the affiliate's brand is the only consumer protection users have. That is both an obligation and an opportunity.
Two index surfaces, one editorial strategy. Why prediction-market affiliates need to publish for both Google's search results and the answer-engines that increasingly intermediate them.
USDC on Polygon versus USD on ACH. The settlement layer is where regulatory risk, user-experience friction, and counterparty exposure are quietly priced.
Monthly trading volume on prediction markets grew 130× in 24 months. We break down the curve, what drove it, and which parts of it are durable.
How an affiliate-media property in this category actually makes money — CAC, LTV, take-rate pass-through, and the gap that won't last forever.
A working map of where Kalshi's sports event contracts are operating freely, where they are contested, and where they are blocked. Updated as litigation moves.
Marquee markets trade like real exchanges. Most of the long tail doesn't. The platform that solves this wins the next leg of category growth.
Two venues. Two settlement layers. Two regulatory perimeters. A direct comparison of the platforms that account for the overwhelming majority of US-facing prediction-market volume.