Great start to the morning tuning into @eddybitcoin and @KevinWSHPodt. Appreciate the nod to Yellow! 🤝

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Coinsilium CEO on AI deal with Beating Heart and the commercial opportunity @CoinsiliumGroup proactiveinvestors.com/compa… #AI #COIN #CINGF #Blockchain #Fashion #Content

Prediction markets are taking over NYC in October 🔥 Our CEO @johann_evrard is joining @chucktodd, Charles Payne (@FoxBusiness), Nicholas Thompson (CEO of @TheAtlantic), Stephen Grambling (Managing Director @MorganStanley), Elliott Stein (litigation analyst at @BBGIntelligence), Harry Crane (@RutgersU) and 90+ other speakers on world's largest prediction markets summit! Markets are multiplying. Data is getting messier. The conversations should be good 💪 Who else is going?

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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 👉$1 Trillion By 2030! 👉 Novig’s First Week 👉Better Risk Protection… 👉Predictive Labs Advances Nijinn to Integrated Alpha as Coinsilium Increases Investment to US$450,000 📈 Industry Pulse 👉75% Of Users Have Never Placed A Trade 👉Agentic Investing 👉Kalshi, Cantor, And The Weather 👉Polymarket, Partnerships, And Scrutiny 👉Binance Launches Agent OS 💸 Capital Signals 💰 $1 Trillion By 2030! Bernstein estimates total trading volume could reach $240 billion in 2026, up 370% from last year, before growing to roughly $1 trillion annually by 2030. Kalshi and Polymarket have already handled about $60 billion in volume this year, more than the entire prediction market industry recorded in 2025. Kalshi alone now processes over $3 billion a week, up from roughly $100 million a year ago, making it one of the fastest-growing non-AI companies in the U.S. What started as a surge around the 2024 U.S. election is also becoming much broader. Sports still account for more than 60% of activity today, but Bernstein expects economics, politics, and business contracts to take a much larger share as investors and companies use prediction markets to trade or hedge around specific events. With Robinhood’s year-old prediction market business generating about $350 million in annual recurring revenue, and DraftKings and Underdog already moving into the space, prediction markets have come much closer to mainstream finance. 💰 Novig’s First Week Novig recorded more than $125 million in notional trading volume during its first week after launching nationwide on August 4, outpacing the opening-week sports volumes of Kalshi, Polymarket U.S., Underdog and DraftKings’ DKeX. Parlays accounted for roughly a third of activity, baseball led trading across sports, and Novig’s biggest day reached $26.3 million in volume. While rivals are expanding into products like perpetual futures and corporate hedging, Novig is staying focused on sports, with the NBA and Premier League seasons ahead. 💰Better Risk Protection… Small businesses are starting to use prediction markets for something very unique: protecting themselves from risks that traditional Wall Street products do not cover. Susquehanna, Kalshi and startup Castle Technologies recently created a custom event contract for California goat-herding company Western Grazers. If state lawmakers fail to change labor rules that could sharply increase the company’s costs, the contract will pay founder Tim Arrowsmith $500,000. Castle describes the idea simply: take a problem that would normally be difficult or impossible to insure and turn it into something that can be traded. Other small businesses are experimenting with the same model. Zest Tea created a Kalshi contract linked to container shipping costs, while bars and consumer brands have used event contracts to protect themselves against expensive sports promotions and customer refunds. Prediction markets could give smaller companies access to tailored hedging tools that were previously mostly available to large corporations. And rounding up this section: 💰Predictive Labs Advances Nijinn to Integrated Alpha as Coinsilium Increases Investment to US$450,000 On 24 August 2026, Coinsilium announced that @Predictive_Labs had completed further development milestones for @nijinn_official, its prediction-markets analytics platform, which is now operating end-to-end as an integrated Alpha on deployed infrastructure. The progress includes delivery of the Alpha user interface, Indexing Engine and core user experience, alongside significant advances in Nijinn Pro functionality covering cross-venue arbitrage, informed directional trading, market making and real-world hedging. Following completion of these milestones, Coinsilium elected to invest a further US$100,000, increasing its total investment to US$450,000 and its holding to approximately 14.91% of Predictive Labs. Nijinn remains broadly on schedule, with a public launch expected in September and the commercial launch of Nijinn Pro planned around Token2049 Singapore in early October 2026. 📌 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 ⚡️75% Of Users Have Never Placed A Trade According to @Kalshi co-founder @luanalopeslara, more than 75% of its users have never placed a trade and instead use the platform to see what the market thinks is likely to happen. A recent Kalshi working paper covering more than 2.2 million resolved markets also found that its forecasting accuracy improved sharply as events approached, with its aggregate Brier score falling to about 0.02 at market close. News outlets are now citing prediction market prices, financial institutions can incorporate them into risk models, and companies such as Robinhood and Coinbase are bringing them to much larger audiences as a real-time signal of what is likely to happen. ⚡️Agentic Investing Scalable Capital is bringing AI directly into the investing workflow. The Munich-based investment platform has launched “Agentic Investing,” allowing customers to connect their accounts to AI assistants such as ChatGPT, Claude and Grok through the Model Context Protocol. Users can ask an assistant to analyse their portfolio, identify investment opportunities, monitor stocks, or prepare savings plans and trades using natural-language prompts. Scalable says it is the first European bank to open its platform this way, giving its more than 1 million customers and €60 billion in client assets a new way to interact with their investments. However, AI does not get full control of the account, and customers still have to approve trades and savings plans before anything is executed, while withdrawals and payments remain off limits. This precaution ensures the AI assistant’s role is only as a financial interface that can research, organise, and prepare actions on a user’s behalf. ⚡️Kalshi, Cantor, And The Weather Cantor Fitzgerald is giving its 3,000 institutional clients access to Kalshi, making it one of the first major Wall Street firms to offer block trades in event contracts on a CFTC-regulated prediction market. Under the arrangement, Kalshi will provide pricing and liquidity, while Cantor will act as the broker, helping institutional investors structure and execute larger trades. At the same time, Kalshi is teaming up with The Weather Company to expand its fast-growing weather prediction markets. The Weather Company, which operates weather_com and The Weather Channel app, will provide verified meteorological data to help settle Kalshi contracts, while also displaying Kalshi’s market probabilities where relevant. The partnership could lead to more specialized markets around things like ski conditions, marathon weather and broader climate trends. Kalshi expects its weather category to reach $1.1 billion in trading volume this year, after hitting $564 million by July and growing 500% year over year. The bigger opportunity is that weather markets can serve more than just retail traders. Businesses such as farms, logistics companies and other weather-sensitive operators could use them to hedge against conditions that affect revenue or costs. ⚡️Polymarket, Partnerships, And Scrutiny @Polymarket signed a reported $300 million, four-year deal with MLB covering the U.S. and Canada, after earlier partnerships involving the NHL and MLS. Sportradar has also expanded its work with Polymarket to cover more than 20 leagues and roughly 300,000 matches a year, giving the platform access to a much larger stream of official sports data. The growth is happening alongside an increasingly messy legal fight. Around 20 U.S. states argue that sports event contracts are effectively unlicensed sports betting, while platforms such as Polymarket and Kalshi say they are federally regulated financial contracts under the CFTC. That tension could become one of the biggest constraints on the sector’s expansion: sports leagues clearly see prediction markets as a new source of revenue and fan engagement, but the question of who gets to regulate them may ultimately decide how far those partnerships can go. ⚡️Binance Launches Agent OS @Binance has launched Agent OS, a new platform that lets AI agents connect directly to its crypto infrastructure to analyse markets, access account information and execute trades on a user’s behalf. The system works with tools including ChatGPT, Codex, Claude Code and Cursor, using technologies such as the Model Context Protocol to give AI applications access to Binance’s trading, wallet and payment services. Users can decide whether an agent needs approval before every trade or can act autonomously once permissions are set. Binance is trying to contain the risk by letting users place agents inside dedicated subaccounts, where withdrawals are blocked by default, and only the funds transferred into the account are exposed. Kraken, Coinbase and OKX have launched similar tools this year, highlighting crypto exchanges as one of the first places where AI agents are moving from giving financial advice to actually controlling and moving money. 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.

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FIRESIDE ANNOUNCEMENT 📣 #Bitcoin has grown into a global force influencing markets, institutions, and nations. But what comes next? 👀 CZ joins Kevin Follonier to explore how global adoption, geopolitics, and AI could shape the next chapter. 👏 Aug 27 | 3 PM | Nakamoto Stage