Today CFTC staff defined "Mention Markets": will a named person say a word, show up, shake a hand. DMO staff may view them as presumptively readily susceptible to manipulation under Core Principle 3 and expect a heightened showing on materiality, scrutiny, insider controls. No. 26-27 cftc.gov/csl/26-27/download

'@coinbase has a new DCO filing that hit the CFTC website today backdated to 11/14/2025. Per the exhibits: -Fully collateralized -Would clear for DCMs and SEFs that agree to its rules -Direct clearing access, plus FCM customers cftc.gov/IndustryOversight/I… This appears to be the application The Clearing Company filed in Nov 2025 (but never appeared on the CFTC site), pitched as a stablecoin-native clearinghouse for prediction markets. Coinbase announced the acquisition of the Clearing Company in December 2025. The exhibits show it renamed and 100% under Coinbase Global. They name no products.

New NFA filing: Hypestrat Markets LLC (NFA ID 0581525) filed as a pending Futures Commission Merchant on 9/14/26. Address is 477 Madison Ave 22F, NYC — same as Hyperliquid Strategies (@HyperliquidX ) HQ.

Per an update from the NFA this morning, the social casino operator, @playongains, was approved for their Introducing Broker and Swap Firm registrations on 9/10. PMP has no tracked partnerships to FCMs/DCMs, but we would expect an announcement soon. nfa.futures.org/BasicNet/bas…

'@ProphetX appears to be expanding outside of sports: The CFTC website shows nine (9) political-related self-certifications have been submitted as of this morning. (Backdated to 9/2). cftc.gov/IndustryOversight/I…

The CFTC updated its DCO page this morning to reflect @Underdog's name ("Underdog Clearinghouse, Inc" vs "Aristotle DCO, Inc." previously). cftc.gov/IndustryOversight/I… The DCM still shows as Aristotle, but one would expect a similar change is in the works.

Forum's (@forumdotmarket) DCO filing was listed on the CFTC website today backdated to August 3. cftc.gov/IndustryOversight/I…

'@blockchain (blockchain(.)com) filed for an FCM license this morning with the NFA. nfa.futures.org/BasicNet/bas…

A new DCM applicant appeared this morning, per a CFTC update. ForumEx filed for a DCM (ForumEx LLC) on Friday (8/21). Per the rulebook, it appears a DCO application is forthcoming (Forum Clearing LLC). Link to CFTC page: cftc.gov/IndustryOversight/I… Link to rulebook: cftc.gov/filings/documents/2… Link to information on the company behind it: ycombinator.com/companies/fo… forum.market/

After withdrawing a self-cert on Kalshi's monthly notional traded volume, @ProphetX filed a new market on whether Kalshi's event contract notional traded volume will exceed $30 billion this month. Trading could be offered as early as today, per the filing. cftc.gov/IndustryOversight/I… (new) cftc.gov/IndustryOversight/I… (withdrawn)

Continuing the theme of sweeps pivot to prediction markets, Onyx Predictions (@OnyxOdds) has filed for an FCM. They already have an IB Guarantor relationship with NinjaTrader. nfa.futures.org/BasicNet/bas…

It appears @fliff has plans to join the event contracts party - new FCM application filed this afternoon (in addition to Swap Firm/NFA membership). nfa.futures.org/BasicNet/bas…