Prediction Market Institutional-Data-Distribution Map

    Where Kalshi, Polymarket, and CDNA signal flows into TradFi — exclusive wholesale vs. open multi-partner models, with a primary source on every row.

    Last verified: 2026-04-22
    11 documented relationships
    5 verified
    6 pending primary source

    What this page tracks

    A neutral, source-linked map of how prediction-market data reaches institutional and retail-research customers. It does not rank platforms, does not recommend data products, and does not render live pricing. Every relationship links to a primary press release, SEC filing, or exchange announcement.

    Methodology: Tracks documented channels through which prediction-market data reaches institutional and retail-research customers. Excludes sponsorship/marketing deals (tracked separately on /prediction-market-partnerships). Each row cites a primary press release, exchange announcement, or SEC filing. Rows without a verified primary source render as 'Primary-source verification pending' and are excluded from matrix totals.

    Narrative context (added 2026-04-22)

    Bloomberg has moved from a co-leader frame to a lead-reversal frame on prediction-market US volume. Piece: “Polymarket Loses Prediction-Market Lead After Delays, Blowback” (Annie Massa, Emily Nicolle, Isis Almeida, Katherine Doherty, 2026-04-22).

    What this means for the page below: This page maps documented institutional-data-distribution relationships; it does not rank platforms on product quality. The Bloomberg piece frames Polymarket's ICE-exclusive wholesale path as having compounded product delays into a volume-lead reversal. No row on this page changes based on this observation; we flag the shift so readers reading the exclusive-wholesale-vs-open-multi-partner contrast understand the fresh narrative framing.

    Read the Bloomberg piece

    Corroborated by: Unchained (2026-04-23), Associated Press (2026-04-23)

    Two structurally opposite playbooks

    Kalshi

    Open / multi-partner

    Derived from the 8 documented relationships in rows[]; no exclusivity language found in any Kalshi press release as of 2026-04-21.

    Polymarket

    Exclusive wholesale (institutional-data layer only)

    ICE press release (2026-03-27) uses 'exclusive' framing for the market-data distribution arrangement; Polymarket has separately shipped direct web/app access to retail.

    CDNA (Crypto.com / Derivatives North America) is an infrastructure wholesaler to white-label partners and has not yet announced a direct institutional-data-distribution channel as of 2026-04-22.

    The map

    Filters

    Polymarket
    Exclusive wholesale distributor
    Primary-source verification pending
    Intercontinental Exchange (ICE)
    Announced: 2026-03-27 · Up to $2,000,000,000 reported

    Institutional market-data distribution; redistribution via ICE Consolidated Feed and terminal/vendor channels.

    Primary-source verification pending (ICE press release)
    Polymarket
    Consolidated signals feed (market-data product)
    Primary-source verification pending
    ICE Consolidated Feed — "Polymarket Signals and Sentiment"
    Announced: 2026-02

    Named SKU in the ICE Consolidated Feed product line.

    Primary-source verification pending (ICE product announcement)
    Kalshi
    Direct institutional consumer (research input)
    Primary-sourced
    ARK Invest
    Announced: 2026-03-26

    Institutional research and risk-management input.

    Kalshi
    Productized research resale (paid-subscriber tier)
    Primary-sourced
    ProCap Financial (Nasdaq: BRR) — ProCap Insights
    Announced: 2026-04-21

    Co-branded institutional-grade research product; reports on individual markets, platform trends, and data-driven strategies. Reported as the first Kalshi data feed into a research provider with paying subscribers.

    Kalshi
    Terminal integration (Bloomberg-class venue)
    Primary-source verification pending
    Kairos (a16z strategic investment, reported $2.5M)
    Announced: date pending

    Prediction-market terminal integration (Bloomberg-class venue, institutional-grade).

    Primary-source verification pending (a16z portfolio disclosure or Kairos press release)
    Industry-cross (no platform-specific scope)
    TradFi earnings-call references
    Primary-sourced
    Charles Schwab Corp.
    Announced: 2026-04-16 · Not disclosed (no commercial commitment).

    On-record CEO statement that Schwab is 'taking a hard look' at prediction markets; explicit category-fence — would stay away from sports/pop-culture; focus on finance-event/long-term-wealth integration. No commercial commitment or product launch announced.

    Kalshi
    TradFi earnings-call references
    Primary-source verification pending
    Robinhood Markets
    Announced: 2026-04-14 · Not disclosed at this venue. Volume corroboration: 3.4B contracts Jan-2026 (Forbes Advisor citing Robinhood public disclosure).

    On-record CEO statement positioning Robinhood's prediction-market integration (powered by Kalshi infrastructure) as a long-horizon retail-investing product complement to retirement accounts. Forbes Advisor (Apr 2) corroborates 3.4B prediction-market contracts in January 2026 alone via Robinhood's Kalshi-powered access.

    CNBC primary (Apr 14, 2026 — exact URL via primary-source review); Forbes Advisor Apr 2 corroboration on contract volume (https://www.forbes.com/advisor/investing/prediction-markets/).
    Polymarket
    TradFi earnings-call references
    Primary-source verification pending
    Citadel Securities (public signaling)
    Announced: date pending

    Public signaling of Polymarket-related activity; awaiting a direct primary-source filing or statement.

    Primary-source verification pending (Citadel Securities statement or filing)
    Kalshi
    Clearing-infrastructure partner
    Primary-sourced
    FIS Global — Cleared Derivatives Solution for Prediction Markets
    Announced: 2026-03-24

    Cleared-derivatives solution with Kalshi; institutional-grade clearing infrastructure.

    Kalshi
    Institutional OTC access
    Primary-sourced
    BitGo + Susquehanna International Group
    Announced: 2026-03-24

    Institutional OTC access to prediction markets; large-position execution off-book.

    Polymarket
    Clearing-infrastructure partner
    Primary-source verification pending
    DAZN (triple-leg stack: Polymarket data embed + ADI Predictstreet FIFA + Sports Marketing 1 LLC NFA IB filing)
    Announced: 2026-04-21

    Three-leg sports-streamer integration: (1) Jan 20, 2026 Polymarket broadcast data embed + CFTC intent; (2) Apr 13, 2026 ADI Predictstreet FIFA World Cup 2026 multi-event product partnership (GlobeNewswire); (3) Apr 21, 2026 Sports Marketing 1 LLC (DAZN-affiliated UK entity) NFA Introducing Broker membership application. Own-IB filing pending approval; FCM plans from Jan 20 announcement unchanged.

    Primary-source verification pending (NFA BASIC profile for Sports Marketing 1 LLC + GlobeNewswire Apr 13 release)

    Investors that are not distribution partners

    Kalshi
    Investor (not a distributor)
    Tradeweb Markets
    Announced: 2026-02

    Strategic investment and partnership to expand institutional access to prediction markets.

    Investor relationship ≠ data-distribution channel; rendered as a footer row, not in the main matrix.

    Channel glossary

    Exclusive wholesale distributor

    A single distribution partner that holds exclusive rights to redistribute a platform's market data to institutional customers (terminal, vendor, or feed).

    Direct institutional consumer (research input)

    An institutional asset manager or research firm that uses a platform's data internally as a research or risk-management input, without redistribution.

    Productized research resale (paid-subscriber tier)

    A third-party research product that packages a platform's data into published research notes sold on a paid-subscription basis.

    Terminal integration (Bloomberg-class venue)

    A professional financial terminal that surfaces prediction-market prices and signals alongside equities, fixed income, and derivatives.

    Consolidated signals feed (market-data product)

    A productized feed of derived signals (sentiment, probabilities, sector aggregates) sold as a named SKU by a market-data vendor.

    TradFi earnings-call references

    Documented instances where a publicly traded TradFi firm cited prediction-market data during an earnings call or shareholder letter.

    Clearing-infrastructure partner

    An FCM or cleared-derivatives solution provider that builds institutional plumbing on top of a platform's DCM.

    Institutional OTC access

    A market-maker or prime-broker-style channel that lets institutional traders execute large positions off-book with a single counterparty.

    What the split means

    Exclusive ≠ better

    An 'exclusive wholesale' model (Polymarket → ICE) is not better or worse than an 'open multi-partner' model (Kalshi). It is a different product decision about who owns the distribution layer. Bloomberg-terminal desks see Polymarket differently than ProCap-tier retail researchers see Kalshi.

    Partnerships are not a quality ranking

    Institutional-data partnerships are not a ranking of platform quality. An open model attracts more resellers; an exclusive model attracts deeper per-customer integration. Both are observable; neither is a verdict.

    Why this matters to you

    When a Schwab earnings call mentions prediction-market positioning, or when a hedge-fund research note cites 'Kalshi-derived Fed probabilities,' the pipeline that got the number there is one of the channels on this page. Understanding the channel is how you read the signal.

    FAQ

    Our policy on this page

    1. We do not rank platforms on this page.
    2. We do not recommend any data product, feed, terminal, or research tier.
    3. We do not render live pricing.
    4. We do not treat 'exclusive wholesale' and 'open multi-partner' as moral or quality verdicts. Both are observable product decisions.
    5. We do not describe any relationship that has not been verified against a primary source. Pending rows render 'Primary-source verification pending' and are excluded from the filterable grid.
    6. We do not reproduce subscriber-gated research content (ProCap Insights, ARK research notes, ICE feed content).
    7. We do not name individuals except where the individual's name appears in a primary-source press release or SEC filing.
    8. We do not use the words 'fraud,' 'unethical,' or 'conflict' except where a primary source uses that word.
    9. When a Tier-1 outlet (Reuters / Bloomberg / WSJ / NYT / FT) publishes a named narrative-frame shift that affects the reader context of this page, we record the shift in narrativeShifts[] and render a neutral Narrative-Context callout. We do not rewrite rows to match the new frame. Rows change only on primary-source evidence.

    Corrections & update log

    • 2026-04-21
      Page created. Seeded with 9 documented channel rows + 1 investors-not-distributors footer row. 6 rows require primary-source verification before matrix rendering.
    • 2026-04-26
      Enriched kalshi-schwab-earnings → schwab-wurster-prediction-markets-2026-04-16 (Bloomberg Apr 16 primary, 'hard look' + 'stay away from sports' verbatim pending; platform reclassified industry-cross). Added robinhood-tenev-retirement-positioning-2026-04-14 (CNBC Apr 14 + Forbes Advisor 3.4B Jan-26 contract volume corroboration). Both rows initialize earnings-call directional-indicator pattern under existing tradfi_earnings_references channel.

    Primary sources

    We block 30 competitor / affiliate-farm domains from being cited on this page. If an aggregator packages a primary-source announcement we track, we link the primary source directly.