This stock could be a ’total home run’ next year, Mizuho says
Gold, silver rise on renewed U.S.-Iran tensions
This is Wolfe’s most preferred S&P 500 sector for 2026
Tesla’s compilation of analyst delivery estimates shows 15% drop in Q4
Investing.com -- Prediction markets are drawing ever-increasing attention after demonstrating what Clear Street analysts called “materially greater accuracy than traditional polling methodologies” during the 2024 U.S. presidential election cycle.
In a new report, Clear Street said the sector is increasingly viewed as “credible, real-time mechanisms for forecasting and information discovery,” rather than purely speculative trading venues.
The firm estimates that the total addressable market for prediction markets could reach $14 billion by 2030, supported by $1.2 trillion in trading volume.
Analyst Owen Lau wrote that this represents a sharp increase from $440 million in revenue and $47 billion in trading volume expected in 2025.
Even so, Clear Street cautioned that some near-term forecasts may “overestimate short-term potential,” while long-term projections may “underestimate the value of both historical and real-time data generated” by these platforms.
The firm also expects the industry to evolve materially. The report argues that “prediction market platforms could evolve into data and analytics companies,” with fee pressure and growing competition likely pushing firms to diversify away from transactions.
The analysts forecast that data could contribute as much as 30% to 50% of future revenue.
Lau stated that 2026 could become a “breakthrough year” for the sector, citing the expected entrance ofCoinbase, Gemini, Polymarket (U.S.), FanDuel and DraftKings, alongside major global events including the FIFA World Cup and U.S. midterm elections.
Within its coverage, Clear Street highlighted two companies that stand out. The analyst wrote that “COIN andCRCLare well positioned to benefit from the rise of prediction markets.”
