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Kalshi

A collection of 4 posts

Crypto Trends Week 22: CFTC Greenlights Onshore BTC Perps, $1B Iran Crypto Seizure & Circle-Zama cUSDC Blackout

Crypto Trends Week 22: CFTC Greenlights Onshore BTC Perps, $1B Iran Crypto Seizure & Circle-Zama cUSDC Blackout

Week 21 was the convergence the Warsh silence permitted. Week 22 is the operating manual that ships the next day — CFTC clears Kalshi BTCPERP and Coinbase global routing, US seizes $1B Iran crypto, a federal court forces Circle to blacklist Zama cUSDC, and the privacy stack ships in parallel.

Crypto Trends Week 13: Prediction Markets Go Institutional, Tether KPMG Audit & FTX $10B Re-Entry

Crypto Trends Week 13: Prediction Markets Go Institutional, Tether KPMG Audit & FTX $10B Re-Entry

Week 13 is execution week. Kalshi secures institutional margin trading. ICE closes $1.64B in Polymarket. Tether picks KPMG for its first-ever Big Four audit. FTX $10B in dormant capital begins re-entering crypto at the post-taxonomy inflection point. The 60-day sprint is live.

Kalshi at $22B: How Prediction Markets Became Regulated Infrastructure

Kalshi at $22B: How Prediction Markets Became Regulated Infrastructure

Kalshi raised $1B at $22B the week Arizona filed criminal charges and Nevada issued a TRO. Coatue isn't pricing current revenue — it's pricing the only federally licensed event contract exchange in the U.S. A CFTC DCM moat that every state challenge reinforces.

The 60-Day Window: Who Moves First Owns the Rails

The 60-Day Window: Who Moves First Owns the Rails

The Atkins taxonomy didn't create a reflection period. It created a race. The firms that pre-built for regulatory clarity are executing now. Everyone else is still reading the document. Week 13 is day one of the 60-day sprint — who moves first owns the rails.