@penzlik

prediction markets just posted a record month and every headline stopped at the top line number Kalshi and Polymarket did $50.6B combined in July. sounds like structural growth until you notice it lines up exactly with the World Cup calendar one Kalshi contract, the final alone, did $1.9B then the tournament ended and open interest across the platforms dropped from about $2B to $1.2B in three weeks that is the number that mattered and nobody put it in the headline the long term growth curve is real. july specifically was one event wearing a bigger number

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