The wait is over. Say hello to nijinn. 🧞✨ The gateway prediction markets never had. nijinn is a discovery terminal for prediction markets. 📡 Turning noise into signal. 🧩 Every platform. Every market. Every price. One way in: nijinn. It pulls the prices, the sentiment, and the moves together from every venue, straight from the source, so the opportunity you'd have missed is the one you see first. 📊 No more juggling browser tabs, spreadsheets, and metrics you cobbled together yourself. Built for the curious, the analysts, the traders. More features. More partnerships. More integrations. This is day one. Welcome to nijinn. nijinn.io Built by @Predictive_Labs. #nijinn #PredictionMarkets #Forecasting #MarketIntelligence

Gm Folks We are back! This is another edition of the Predict Alpha Report, our bi-monthly collaboration with @CoinsiliumGroup tracking the rise of prediction markets, event-driven finance, and the growing role of AI agents within it. Each edition focuses on the signals that matter, from capital flows and fundraising activity to regulatory shifts and product innovation. As information is increasingly priced in real time by both humans and machines, the Predict Alpha Report will track where these signals lead. But first, let’s get this part out of the way: Always DYOR: This bulletin is for informational purposes only and contains summaries of news articles originally published by third-party media outlets. Please refer to the full disclaimer at the end of the post. Now, let’s get started. Here are the highlights: 💸 Capital Signals 👉$42 Billion Valuation, If Bullish 👉 $4 Billion Weekly 👉$77 Million to Build AI Employees 👉Coinsilium Interim Results Highlight Predictive Labs as Nijinn Moves Towards Launch 📈 Industry Pulse 👉Put A Prediction Market Basically Anywhere… 👉 Prediction Markets For Your Portfolio 👉AI Agents🤝Stablecoins 👉Wiz Integrates MCP 💸 Capital Signals 💰$42 Billion Valuation, If Bullish @Kalshi has been valued at $30.4 billion by PitchBook, with a bullish case reaching $42.1 billion as the platform weighs a potential 2027 IPO. That’s a big jump from the $22 billion valuation Kalshi secured in its latest $1 billion funding round. PitchBook expects revenue to climb to $6.4 billion by 2030, helped by Kalshi’s growing scale, market domination, and partnerships with platforms and market makers like Robinhood and Susquehanna. The biggest question is regulation, as Kalshi and several states continue to debate whether its offerings are federally regulated event contracts or unlicensed sports betting. That dispute could eventually reach the Supreme Court, creating a major swing factor for Kalshi’s valuation. However, PitchBook believes the company could adapt even if the ruling goes against it, potentially through state licensing and expansion into areas beyond sports. 💰 $4 Billion Weekly @Polymarket's weekly trading volume has jumped from roughly $200 million a year ago to more than $4 billion as of July 2026, according to Bank of America Global Research. The company now runs two separate businesses: a CFTC-regulated exchange in the US and a crypto-based platform internationally, which accounts for about 99% of measured decentralized prediction-market wallet activity. After returning to the US earlier this year, Polymarket led prediction-market app downloads in September and has already grown its market share to 12%. That growth has helped push Polymarket’s valuation to $21 billion following a $1 billion funding round led by 1789 Capital. Bank of America sees more room to grow through sports contracts, non-sports markets, institutional users, and even selling access to its data. 💰$77 Million to Build AI Employees Ema has raised $77 million in Series B funding, bringing its total capital raised to $140 million and more than quadrupling its valuation since 2024. The company builds “AI employees” that coordinate multiple AI agents to handle complex business processes across HR, IT, and finance. Rather than automating one task at a time, Ema connects to a company’s existing software and carries out multi-step workflows across different systems. The model is starting to gain traction, and Ema has more than 1 million active enterprise users, over 50 active enterprise deals, and $150 million in bookings, with customers including PwC, KPMG, Microsoft, and Google. The new funding will mainly go toward sales, marketing, and international expansion, as Ema pushes beyond the US and Europe into Asia-Pacific, South America, and the Middle East. And rounding up this section: 💰Coinsilium Interim Results Highlight Predictive Labs as Nijinn Moves Towards Launch Coinsilium’s interim results, published on 25 September, highlight @Predictive_Labs as a strategic investment in its growing prediction-markets focus, with a total subscription of US$450,000 representing an interest of approximately 14.91%. Predictive Labs is building @nijinn_official, an analytics platform that brings together prediction-market data for professionals, developers and AI agents. It does not execute trades or hold customer assets. Nijinn has reached the integrated alpha stage, with its core data pipeline, indexing engine and user interface in place. Predictive Labs is working towards a launch window for Nijinn Pro around Token2049 in Singapore in early October, subject to development progress. @johann_evrard, founder of Predictive Labs, is scheduled to speak at NEXTPredict in New York on 22–23 October, an opportunity to introduce Nijinn to a specialist US audience. Coinsilium also supports Predictive Labs through a strategic advisory agreement covering go-to-market strategy, financial structuring, and operational scaling. 📌 FYI: Coinsilium’s shares are traded on the Aquis Stock Exchange Growth Market in London, under the ticker symbol "COIN", and on the OTCQB Venture Market in the United States under the ticker symbol "CINGF". But it’s not just capital flowing into the space. Keep reading for the latest signals in regulation, adoption, and structure. 📈 Industry Pulse ⚡️ Put A Prediction Market Basically Anywhere… CFTC staff has made it easier for apps to add prediction markets without registering as brokers, by expanding on a model first tested with crypto wallet @Phantom. Under the new no-action relief, qualifying software providers can give users access to prediction markets and earn a share of trading revenue or charge transaction-based fees. Phantom already offers Kalshi-powered markets to more than 20 million users, and the new framework opens the door for other wallets, fintech apps, and consumer platforms to do something similar. @RobinhoodApp generated $156 million from event contracts in the second quarter, more than it made from either equities or crypto trading. If more apps can also plug prediction markets into products their users already use every day, that could significantly widen distribution. ⚡️ Prediction Markets For Your Portfolio Public has launched AI agents that can trade prediction-market contracts on Kalshi and use those markets as signals for other investment decisions. Investors can set rules in plain language, such as buying a stock if the odds of an FDA approval rise above a certain level or placing an options trade if the probability of an earnings miss increases. The idea is to turn prediction markets into another live data source that can automatically influence a portfolio. The launch pushes Public further into what it calls “agentic brokerage,” where AI does more than provide research and can actually carry out investment strategies based on predefined conditions. It also comes as Robinhood, eToro and others experiment with similar forms of automated investing. ⚡️AI Agents🤝Stablecoins BlackRock says AI agents could become a major new source of demand for stablecoins. In a new research paper, the asset manager argues that stablecoins are well suited for machine-to-machine payments because they can move 24/7, settle quickly, and handle tiny transactions that traditional payment systems are not designed for. It points to tools like Coinbase’s x402 protocol, which lets software pay for APIs, data, or other online services automatically, without needing a human to approve each transaction. The infrastructure is starting to take shape. Stablecoins processed more than $11 trillion in adjusted transaction volume in 2025, while Amazon, Google and others are already experimenting with ways for AI agents to pay for digital services directly. With their cloud businesses projected to generate around $1.1 trillion in combined revenue by 2030, even a small shift toward automated machine payments could create a much larger role for stablecoins in the AI economy. ⚡️Wiz Integrates MCP Wiz has expanded its integration network with native support for Model Context Protocol (MCP), giving partner AI agents direct access to live cloud security data during investigations. That means tools built by partners can pull information such as affected resources, attack paths, and the potential blast radius of a security issue without forcing users to jump between platforms. Wiz’s security network, WIN, already includes integrations with companies such as Anthropic, OpenAI and Cloudflare, and it reaches more than 65% of the Fortune 100. As companies deploy more AI agents across their systems, those agents will need reliable security context before they can act safely. With the cybersecurity market projected to reach about $337.8 billion by 2029, Wiz is positioning itself to sit in the middle of that growing machine-to-machine security stack. And that’s it! Long read, but if you enjoyed this, set a reminder in your calendar for the next edition of the Predict Alpha Report. Thanks to Coinsilium, we’ll be dropping these updates every other Monday, i.e., twice a month. Till then, Thank you for being a part of the When Shift Happens family. Full Disclaimer All rights to the original content belong to the respective publishers. We do not claim ownership of any third-party material and provide proper attribution, including source links, for transparency and reference. While we strive for accuracy in our summaries, we make no warranties or guarantees regarding the completeness or accuracy of the information provided. Any mention of cryptocurrency, financial products, public company stocks, or other investment instruments in this newsletter or the referenced articles is not intended as financial advice or a recommendation to invest. The information is not tailored to any individual’s circumstances and should not be relied upon for investment decisions. Readers are encouraged to consult the original articles and seek independent financial, legal, or professional advice before making any investment. The author(s) of this report may hold, directly or indirectly, positions in the securities or digital assets (including shares or tokens) of the company(ies) or project(s) mentioned herein. Any such holdings are disclosed for transparency and should not be construed as a recommendation to buy, sell, or hold any financial instrument.

The wait is over. Say hello to nijinn. 🧞✨ The gateway prediction markets never had. nijinn is a discovery terminal for prediction markets. 📡 Turning noise into signal. 🧩 Every platform. Every market. Every price. One way in: nijinn. It pulls the prices, the sentiment, and the moves together from every venue, straight from the source, so the opportunity you'd have missed is the one you see first. 📊 No more juggling browser tabs, spreadsheets, and metrics you cobbled together yourself. Built for the curious, the analysts, the traders. More features. More partnerships. More integrations. This is day one. Welcome to nijinn. nijinn.io Built by @Predictive_Labs. #nijinn #PredictionMarkets #Forecasting #MarketIntelligence