Thesis
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News Prediction Rails

Prediction markets become the default way people bet on the news.

1Y −3.1%
Since published +0.0%
1Y ago Today

Holdings

  1. Robinhood HOOD · Retail distribution 30%

    Its brokerage app embeds event contracts and its Rothera exchange adds direct infrastructure exposure as prediction markets become habitual.

  2. Coinbase COIN · Crypto distribution 25%

    Coinbase puts regulated yes/no contracts inside a major crypto account, lowering friction for news-driven trading.

  3. DraftKings DKNG · Consumer venue 20%

    Its DKeX and integrated Predictions product turn an existing wagering audience into a distribution channel for event contracts.

  4. CME CME · Exchange infrastructure 15%

    CME supplies regulated matching and clearing infrastructure for low-cost event contracts spanning financial, cultural, and sports outcomes.

  5. Rain RAIN · Onchain protocol 10%

    Rain is a pure-play decentralized prediction-market protocol, giving the basket direct exposure to permissionless market creation and settlement.

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