預測市場正在成為華爾街的主流

投資者應該知道：機構進入預測市場的機會正在擴大，經紀交易商式的櫃檯現在使對衝基金和其他大型投資者能夠通過受監管和受監管的鄰近場所大規模交易事件驅動的合同。與此同時，交易機會也為散户投資者打開了大門。這為新參與者建立市場份額奠定了基礎，儘管投資者對創新交易替代方案的興趣不斷增加。

預測市場允許參與者交易與現實世界事件（從選舉到政策決策）結果相關的合同。從歷史上看，這些場所由零售參與者主導，他們使用面向消費者的界面，位置大小有限。

機構參與的轉變是由對事件驅動的對衝工具的需求以及Kalshi和Polymarket等受監管平臺的出現所推動的。隨着政策不確定性的增加，大型投資者正在尋求對傳統資產類別之外的離散結果表達看法的方法。

與此同時，監管變化和新競爭對手的出現，其中許多來自加密貨幣世界，導致交易替代品激增。像Coinbase（COIN）這樣的公司正在利用新的機會。

最直接接觸這一主題的上市公司包括盈透證券集團（IBKR）、Robinhood Markets（HOOD）和Tradeweb Markets（TW）-所有這些公司都運營着與不斷變化的市場準入趨勢交叉的交易基礎設施。Fidelity National Information Services（FIS）、Circle Internet Group（CRCL）和Euronet Worldwide（EEFT）代表數字支付和金融基礎設施層。Freedom Holding Corp.（FRHC）、瑞穗金融集團（MFG）和星展集團控股（DBSDY）通過機構交易流敞口，完善了更廣泛的利率敏感金融服務格局。

最近的公告說明了該行業的產品開發，以及華爾街對這些新興平臺態度的變化。

下面的篩選器識別了與數字支付和利率敏感金融基礎設施主題一致的上市公司，並按照與這些主題的相關性進行排名，最緊密的公司出現在第一位。

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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.