PREDICTION SIGNALS — Intelligence for prediction markets
This November marks the second Prediction Markets Conference of 2026. Our first edition packed MEET Las Vegas on April 22–24; the sequel returns to the same 40,000 sq ft venue in Downtown Las Vegas on November 3–5, bigger and sharper.
The category's calendar is crowded this fall. Between the NFL season, the run-up to the midterms, back-to-back esports majors and a steady stream of industry meetups, several events are competing for attention between now and year-end. November 3–5 is the one that brings the whole ecosystem into a single room: founders, exchanges, market makers, traders, investors, regulators and researchers, all at once.
The stage is stacked
Robin Hanson — the economist who helped invent prediction markets (George Mason University)
Dorothy DeWitt — Founder & CEO, Tölt Strategies; former CFTC Director of Market Oversight
Dr. Laila Mintas — Founder & CEO, 365Prediction
Seth Young — CEO, High Roller Technologies (ROLR)
Kwon Park — Managing Director, Crypto.com
Olivia Santarelli — Head of Marketing, Gemini
Matt Ober — Managing Partner, Social Leverage
Miguel Morel — CEO, Arkham Intelligence
Flip Pidot — CEO & Founder, American Civics Exchange
Scottilicious — top .001% trader, Polymarket
Dominika Szot — VP of Growth, GRID Esports
Jonathan Russell — Founder, StraightForecast.gg
Plus leaders from Connamara, Predyx, Limitless, DoubleZero, Greenlight Commodities, IC360 and more.
On the agenda: Three days covering the Operator's Playbook, the Great Convergence of sportsbooks/exchanges/prediction markets, building the rails for data and settlement, payments at scale, AI and the wisdom of the crowd, sports and esports as the next vertical, what top traders actually do, liquidity and market making, midterms on the market, States vs the CFTC, market integrity and surveillance, and the startup showcase.
SPONSOR SPOTLIGHT — GRID ESPORTS
No off-season: the growth of esports in prediction markets
'Emerging,' by dictionary definition, means 'starting to exist.' Prediction market data to date show that esports, as a vertical, does not fit the description — it's already here, and is only set to grow.
In August 2026, Polymarket Global's largest sports category by single-leg trading volume was esports. It was 53% larger than soccer, with $1.32 billion traded in esports compared with $866 million in soccer. Over the full five months from April to August, esports traded $4.45 billion on Polymarket's global exchange, comfortably ahead of tennis ($2.59 billion) and baseball ($1.78 billion).
The reason esports gets labelled as emerging is that it is one of the few categories where volume is truly global: 74% of the aggregate across Polymarket US, Kalshi and Polymarket global occurs on the global exchange, versus roughly 90% of tennis and baseball volume sitting on US platforms. Esports has no closed season, no gap between tournaments, and a different game title peaking every month.
Volume on that scale has to be built on something. Every market resolves to a single question — what happened — and the answer has to be final, accurate, and arrive the moment it's true. That's why official data sits at the center of the build. GRID is the official in-game data source behind esports prediction markets for Polymarket, taken directly from the game server with 99.9% platform uptime and sub-200ms core live-feed latency.
GRID's team will be at the Prediction Markets Conference in Las Vegas this November.
Five stories moving the market
1. The volume curve keeps bending up
Prediction-market trading roughly doubled between May and July 2026, led overwhelmingly by sports. A Pew Research analysis of combined Kalshi and Polymarket activity found the increase was driven largely by the sports categories — the same engine GRID describes above. The growth isn't coming from one election cycle or asset class; it's structural, global, and sports (esports included) is doing the heavy lifting. (Pew Research)
2. Kalshi pushes into single-stock territory
The line between prediction markets and Wall Street is dissolving. Kalshi has filed with the SEC and CFTC to list the first single-stock perpetual futures in the US — roughly 60 contracts tied to names like Tesla, Apple and Nvidia and to major ETFs, tradable around the clock. It follows CFTC approval for Kalshi's gold and silver "perps." (Crowdfund Insider)
3. Polymarket goes 24/7 — and hires a CFO
Polymarket answered with its own perpetual-futures rollout on September 3: up to 20x leverage across 10 markets spanning crypto, stocks, indices and commodities, including never-expiring contracts tied to the Brent and WTI oil benchmarks. The same week, it hired its first-ever CFO as it works to regain ground on Kalshi. (Bloomberg)
4. The CFTC zeroes in on "mention" markets
The CFTC has flagged "mention markets" — contracts on what a particular person will say or do — as carrying a real manipulation problem, and its advisory is expected to shape how platforms design their next wave of contracts. Contract design itself is now a compliance question — exactly the terrain of our Market Integrity and States vs the CFTC sessions. (The Cryptonomist)
5. The first prediction-market election
More than $750 million has already traded across Kalshi and Polymarket on 2026 election markets, spanning every House and Senate race down to endorsement questions. Commentators are calling it the "first prediction-market election," with market-implied odds increasingly cited alongside polling — the live case study behind our Midterms on the Market session. (CNN)
Be in the room this November. Standard and VIP passes are moving as the lineup locks.
See you in Vegas, November 3–5.

