OpenAI-Linked Stocks Slump on Report of Startup's Missed Targets
References Bloomberg analysis of Polymarket data compiled on Dune, including trader activity and prediction market trends.
Surveys give you a median. Options give you a hedge. Prediction markets give you a full probability distribution across every rate outcome, earnings threshold, and policy scenario. Updated hourly, from traders with real capital at risk.
Kalshi rate markets give you a full probability distribution across Federal Reserve outcome levels, not a single consensus point. Track how the distribution shifts hour by hour ahead of Federal Reserve meetings, inflation releases, and jobs reports. Covers every meeting since June 2021.
Corporate target markets, equity benchmark close distributions, and political signals for sector rotation. Use implied ranges as a prior when sizing ahead of catalysts. Strongest coverage on large-cap, high-profile events.
Every resolved Kalshi market is labeled ground truth: known outcome, hourly probability path from open to settlement. Per-fill Polymarket data supports market-impact modeling and wallet-level smart-money studies.
Polymarket wallet attribution is joinable to every decentralized exchange, token, and wallet-label dataset in Dune in one SQL query. Token threshold and ETF approval markets act as signals for crypto-exposed equities.
Every resolved market is labeled ground truth: a probability path from open to settlement with a known outcome.
Implied ranges provide a market prior ahead of earnings, delivery targets, policy decisions, and product catalysts.
Use years of resolved outcomes to test how well implied probabilities predicted results.
(Updated May '26)
| Dune | Competitor avg. | DIY (APIs + feeds) | |
|---|---|---|---|
| First insight in minutes | |||
| First insight in minutes | |||
| Polymarket and Kalshi in one unified schema | |||
| Polymarket and Kalshi in one unified schema | |||
| One market-category taxonomy across both venues | |||
| One market-category taxonomy across both venues | |||
| Consistent Yes/No direction across venues | |||
| Consistent Yes/No direction across venues | |||
| Hourly candlestick prices, updated daily | |||
| Hourly candlestick prices, updated daily | |||
| User positions and resolution outcomes | |||
| User positions and resolution outcomes | |||
| Positions joined to onchain address labels | |||
| Positions joined to onchain address labels | |||
| Per-fill fee amount | |||
| Per-fill fee amount | |||
| Composable with exchange, token, and wallet data | |||
| Composable with exchange, token, and wallet data | |||
| Vendor absorbs schema upgrades | |||
| Vendor absorbs schema upgrades | |||
Filter the chart above to focus on what your team needs.
| Category | What the markets cover | Signal use case |
|---|---|---|
| Federal Reserve rate decisions across multiple outcome thresholds, consumer price inflation prints, jobs reports, government shutdown, debt ceiling, single-name equity strikes (AAPL, NVDA, MSFT, TSLA, SPY weekly closes), S&P 500 inclusions, earnings outcome thresholds, M&A close probability, commodity dailies. |
| |
| Elections, tariffs, trade policy, regulatory decisions, agency appointments, OPEC and energy policy decisions. |
| |
| Token price thresholds, ETF approvals, protocol governance, exchange decisions. |
| |
| AI model releases, antitrust decisions, product launch outcomes. |
| |
| Geopolitical events, conflict outcomes, international trade decisions. |
|
Top three event-level markets by lifetime USD notional in each category, unified across Kalshi and Polymarket.
Two years of regulatory wins, institutional investment, and academic validation.
DC Circuit vacates CFTC denial of Kalshi political contracts.
Kalshi opens sports event contracts; CFTC takes no enforcement action.
CFTC drops appeal; Kalshi political contracts permanently legal.
Kalshi $185M Series C; Citadel CEO participates personally.
ICE invests $2B in Polymarket and becomes global institutional data distributor.
Kalshi Series F at $22B, backed by Coatue, Morgan Stanley, Sequoia, a16z, and Paradigm.
Polymarket secures CFTC amended Order of Designation; US re-entry via FCMs.
Federal Reserve publishes FEDS 2026-010 citing Kalshi macro markets.
Pyth + Polymarket launch single-name event markets for TSLA, NVDA, AAPL, gold, oil.
First Kalshi institutional block trade (Greenlight, Jump, Houston environmental fund).
In collaboration withPolymarket andKalshi. Schema and aggregates verified 2026-05-08.
Macro
From prediction_markets.ohlcv_hourly we pulled per-meeting binary prices on Kalshi and Polymarket for the Jan 28, Mar 18, and Apr 29 2026 FOMC decisions, joined with CME FedWatch implied probabilities on a unified daily grid. Across all three meetings, both prediction markets priced "no change" 5-20 cents richer than FedWatch for 2-3 months before converging at resolution.
Macro
From prediction_markets.markets we identified the parallel Kalshi and Polymarket count ladders ("Will N Fed rate cuts happen in 2025?"), then used prediction_markets.ohlcv_hourly to reconstruct each day's full probability distribution across the 0-8+ buckets and compute implied E[N cuts]. Across 347 trading days, Polymarket priced 0.2-0.4 cuts above Kalshi for most of the year, both venues dropped together during the February recession scare, and both reconverged to 3.0 at resolution: the realized outcome.
Commodities
From kalshi.market_details we pulled the ~15 to 35 'Will WTI front-month settle above $X on [day]?' markets that Kalshi lists for every trading day under the KXWTI series. From kalshi.market_trades we VWAP'd the yes-price across strikes in the T-1 day window and inverted the survival curve to read the trader-implied median price for the next session. Each event resolves on the actual NYMEX close, so realized prices sit next to implied with no external feed.
Geopolitical
From prediction_markets.ohlcv_hourly we stitched two Polymarket markets into one continuous Hormuz disruption probability series: "Will Iran close the Strait of Hormuz by March 31?" ($55M traded) and "Strait of Hormuz traffic returns to normal by end of May?" ($13M traded). Joined to Brent crude futures daily closes, the two re-rated together through the oil rally, an April reopening rally that dragged disruption to a 23% trough, and a May rebound back to 94% as the announced reopening failed to hold.
Recent coverage that cites Dune data on Polymarket, Kalshi, trading volumes, wallet behavior, and prediction market trends.
References Bloomberg analysis of Polymarket data compiled on Dune, including trader activity and prediction market trends.
Cites Dune for Polymarket wager volumes on Iran and Trump-related events.
References Dune Analytics for prediction market volumes tied to geopolitics.
Cites Dune blockchain data analysis of timely Polymarket bets, including Iran ceasefire markets.
Uses Dune analytics on Polymarket blockchain data to examine new wallets and suspicious bets.
Notes roughly $5B in weekly trading volumes on Kalshi and Polymarket per Dune Analytics.
Analyzes roughly $200K at stake on Polymarket using Dune data.
Sources Dune data for Kalshi and Polymarket trading and influencer activity.
Cites Dune for notional platform volume charts.
References user-compiled Dune Analytics data on record $425M+ geopolitics wagers and total site volume.
Polymarket probability series and trade data are free to explore on Dune. Kalshi signal research, wallet-level positions, and the unified cross-venue schema require Enterprise.
Polymarket's onchain exchange on Polygon, unified into one queryable dataset. Trade-level fills, hourly candlesticks, wallet positions, and combo markets, all under one schema since Nov 2022.
Good for market exploration, metric reporting, and basic backtesting.
Track wallet positions building up before a catalyst. See volume-weighted price moves in hourly candles. Check wallet PnL on settled positions, and follow combo (parlay) markets from open to settlement.
Kalshi's CFTC-regulated exchange, unified into one queryable dataset. Per-fill trades, hourly candlesticks, and full contract specifications, all under one schema since June 2021.
Good for market exploration and volume metrics using Kalshi's daily aggregate reports.
See volume-weighted price moves in hourly candles. Check per-fill trade data for every contract. Reference strike and settlement details for Fed meetings, inflation prints, and jobs reports since June 2021, and backtest signals against resolved outcomes.
Normalized Kalshi and Polymarket data in one schema, with consistent columns, categories, and settlement status.
Compare, filter, and backtest across both venues in one query, with no venue-specific transformation logic.
Three ways to query and integrate prediction markets data. Choose the one that fits your stack.
| Capability | Datashare | Dune Datahub | MCP |
|---|---|---|---|
| Delivery | Sync to your warehouse | Query in Dune SQL editor | Model Context Protocol |
| Best for | Snowflake, Databricks, BigQuery, S3 | Dashboards, templates, API export | AI agents, automation, LLM workflows |
| API limits | No API limits | Dune query limits apply | Agent workflow limits apply |

Dune and Keyrock teamed up to produce the most comprehensive study of prediction markets yet. This article summarizes the core ideas, trends, and takeaways.

An on-chain deep dive into Polymarket's fastest crypto markets: volume, automation, and fee economics.

Using Dune data, we compared Polymarket and Ostium during the oil spike from $66 to $115. Both captured the same macro trade, but served different needs: prediction markets for precise, smaller bets; perps for deep liquidity, continuous exposure, and scale. The takeaway is not one replacing the other, but each fitting a different type of trader.
Flexible pricing based on your actual usage. Start with a preview dataset today.
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Sync the full prediction markets schema to Snowflake, BigQuery, or Databricks. No API limits.
Query the prediction markets schema directly in Dune's SQL editor. Start from a template or write your own.
Programmatic access to the prediction markets schema. Same shape, REST-ready for pipelines, integrations, and product features.
Plug prediction markets data into Claude, Cursor, Codex, and other MCP-compatible agents.