According to @KobeissiLetter, rate cut expectations for 2025 are dropping significantly. Initially, prediction markets anticipated a base case of 3 interest rate cuts in 2025, but this has now fallen to a median forecast of just 2.6 cuts, as reported by @Kalshi. The likelihood of a rate cut before June 2025 has also decreased, indicating a shift in market sentiment towards a less dovish monetary policy outlook.

According to @KobeissiLetter, rate cut expectations for 2025 are dropping significantly. Initially, prediction markets anticipated a base case of 3 interest rate cuts in 2025, but this forecast has now decreased to a median of just 2.6 cuts, as reported by @Kalshi. Additionally, the likelihood of a rate cut occurring before June 2025 has also diminished.

According to @EleanorTerrett, Robinhood CEO @vladtenev has announced the company's move into prediction markets, inspired by the successes of @Polymarket and @Kalshi. This strategic expansion aims to integrate with digital platforms, as highlighted by discussions with @MyriadMarkets founders about their onchain prediction markets.

According to @KobeissiLetter, the odds of a US recession in 2025 have surged to 43% due to the escalating trade war. This represents the highest recession probability since November 17th, as reported by @Kalshi. Traders should consider the potential impacts on market volatility and economic growth forecasts.

According to The Kobeissi Letter, Kalshi now controls 7.5% of the US Derivatives Market, marking it as a 'covered' exchange. This significant milestone is attributed to the exchange surpassing $2 billion in trade volume, indicating rapid evolution in prediction markets.

According to @KobeissiLetter, prediction markets now forecast a base case of US inflation rising to 4.0% by 2025, as per data from @Kalshi. This signifies a substantial increase from the 2.3% inflation expectation recorded on December 1st, 2024. Additionally, there is a growing 22% probability that inflation could exceed 4.0%, indicating potential volatility in economic conditions. Traders should closely monitor these shifts, as they could impact investment strategies and interest rate expectations.

According to @KobeissiLetter, prediction markets, as reported by @Kalshi, now predict a base case of US inflation rising to 4.0% in 2025. This marks a significant shift from the December 1st projection of 2.3% inflation for the same year. Additionally, there is now a 22% chance that inflation could exceed this 4% mark, indicating potential upward pressure on interest rates and market volatility.

According to @KobeissiLetter, prediction markets, as reported by @Kalshi, now anticipate that DOGE will be involved in cutting 317,000 government jobs by 2025. This figure has risen significantly from the 200,000 job cuts predicted just nine days ago. Traders should closely monitor these developments as they may impact market dynamics and sentiment around DOGE.

According to @KobeissiLetter, prediction markets now forecast that DOGE will be responsible for cutting 317,000 government employees by 2025 as reported by @Kalshi. This is a significant increase from the 200,000 job cuts expected just nine days prior, highlighting a rapidly changing market sentiment that could influence DOGE trading strategies.

According to @KobeissiLetter, prediction markets are now projecting that DOGE will influence the reduction of 317,000 government employees in 2025, as cited from @Kalshi. This represents a significant increase from the previous estimate of 200,000 job cuts just 9 days ago, indicating a growing expectation of DOGE's impact on government employment.

According to The Kobeissi Letter, major financial institutions have released their January CPI inflation expectations, which are crucial for traders. Kalshi predicts a 2.9% inflation rate, which aligns with Barclays, BNP Paribas, Morgan Stanley, and Wells Fargo's expectations. Bank of America and Moody's project a slightly lower rate of 2.8%, while Citigroup, Goldman Sachs, and UBS anticipate a higher rate of 3.0%. These projections are essential for traders to gauge market sentiment and potential monetary policy adjustments.

According to @jessepollak, users can now fund their Kalshi accounts on the Base platform, potentially simplifying the process for traders and enhancing liquidity. This integration could provide seamless access to prediction market opportunities on Kalshi, which may influence trading volumes on Base.

According to The Kobeissi Letter, prediction markets suggest the addition of 238,000 jobs to the U.S. economy in January, with a 28% probability of exceeding 300,000 jobs. This forecast significantly surpasses Wall Street's expectations, indicating potential market volatility and trading opportunities based on employment data.

According to CCData, the CFTC has initiated an inquiry into Kalshi’s Super Bowl contracts, which could impact trading dynamics depending on the outcome of the investigation. Furthermore, Coinbase and Kraken have secured key regulatory approvals in the EU and UK, potentially expanding their market reach and trading volumes in these regions. Lastly, Hyperliquid has surpassed Ethereum in 7-day revenue, indicating a significant shift in market interest and trading activity towards Hyperliquid.