预测市场正在成为华尔街的主流

投资者应该知道：机构进入预测市场的机会正在扩大，经纪交易商式的柜台现在使对冲基金和其他大型投资者能够通过受监管和受监管的邻近场所大规模交易事件驱动的合同。与此同时，交易机会也为散户投资者打开了大门。这为新参与者建立市场份额奠定了基础，尽管投资者对创新交易替代方案的兴趣不断增加。

预测市场允许参与者交易与现实世界事件（从选举到政策决策）结果相关的合同。从历史上看，这些场所由零售参与者主导，他们使用面向消费者的界面，位置大小有限。

机构参与的转变是由对事件驱动的对冲工具的需求以及Kalshi和Polymarket等受监管平台的出现所推动的。随着政策不确定性的增加，大型投资者正在寻求对传统资产类别之外的离散结果表达看法的方法。

与此同时，监管变化和新竞争对手的出现，其中许多来自加密货币世界，导致交易替代品激增。像Coinbase（COIN）这样的公司正在利用新的机会。

最直接接触这一主题的上市公司包括盈透证券集团（IBKR）、Robinhood Markets（HOOD）和Tradeweb Markets（TW）-所有这些公司都运营着与不断变化的市场准入趋势交叉的交易基础设施。Fidelity National Information Services（FIS）、Circle Internet Group（CRCL）和Euronet Worldwide（EEFT）代表数字支付和金融基础设施层。Freedom Holding Corp.（FRHC）、瑞穗金融集团（MFG）和星展集团控股（DBSDY）通过机构交易流敞口，完善了更广泛的利率敏感金融服务格局。

最近的公告说明了该行业的产品开发，以及华尔街对这些新兴平台态度的变化。

下面的筛选器识别了与数字支付和利率敏感金融基础设施主题一致的上市公司，并按照与这些主题的相关性进行排名，最紧密的公司出现在第一位。

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The list is headed by Circle Internet Group (CRCL), Freedom Holding (FRHC), and Robinhood Markets (HOOD). Meanwhile, Interactive Brokers (IBKR), Mizuho Financial Group (MFG), Fidelity National Information Services (FIS), Tradeweb Markets (TW), Euronet Worldwide (EEFT), and DBS Group Holdings (DBSDY) appear among the top ten as well.