stale — 44 unprocessed events
Polymarket was cited as a partner providing information about the election results. observed
Five evidence lanes (activity, capital, infra, hiring, ecosystem) as within-cohort percentiles, combined with evidence-breadth weights over the 60-company baseline cohort. The ± band widens with missing lanes — it measures what the score stands on. Scores publish at 2+ evidence lanes; this company's tape carries 1 (18 signals/60d), so no number is claimed.
↗ Strongest signal: funding_magnitude (22% of the score).
The skeptic's read what this company has said, judged against what happened
Unproven ≠ false — it means the deadline or the evidence hasn't arrived. Nothing here is editorial: every count is a ledger row you can open on the Proof page.
No single number decides. Layers can disagree — that's the point. New to this? →
The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.
I know that in the United States, we're going to be able to participate in Polymarket soon.
our friends at Polymarket are really good. Shout out to my guy, Shane, also a Nick fan. We're going to have him on the pod soon. So let's put that in there. I want to get Shane on this week and start up soon. Just to talk overall about the business, he's crushing it over there.
this is the polymarket monthly volume clearly spiked right around election time fell very rapidly and people were worried it was going to do that but instead it's actually recovered and it's doing i would say pretty well
the poly market and the prediction market game have done very very well in and around the election cycle but i think people don't know that they actually held up reasonably well afterwards
they spent like over a hundred million dollars to buy that company and essentially what they were buying is you know a company that already had the rights to do this because it does take years or so to get permission
this week jason the cftc kind of said that they're going to be good to go now there's a little bit of nuance here because they bought a thing called qcx that was in the united states and that was the entity that the cftc said they're gonna have a no enforcement agreement with but essentially it does appear that making prediction bets prediction markets as a concept are going to be allowed here in the united states
if you're a fan of play market as we are on the show this is great news and i'm looking forward to see what impact this has on their numbers because what's fun about polymarket is that it's on the polygon uh blockchain which is an ethereum level two which means that i've been watching their usage data pretty closely and i'm fascinated to see what's going to happen once you get a bunch of americans showing up and making wagers bets or predictions whatever you want to call
did you hear what poly market is building? They are building prediction markets for earnings. Yes. What? Yes. My friend, this just came out. How did I not know about this? I think this dropped today. We were very busy news cycle for a Monday, but this is the, uh, if you're on the audio version, I'm showing the poly market earnings calendar, which shows, uh, what people think is going to happen on a percentage basis. So we click into, let's say, I think this is FedEx right here. What do we got? T
great partnership with them, too.
what the sharps the most skin in the game individuals think will happen is where people are going to start so these things are going to you know really um change the world
i don't need to hear somebody pontificate on what's going to happen in this election in this sports event i can just look at the polymarket i'm just going to look at calci i'm just going to look at these prediction markets and i'm going to start there
there's a group of people who are going to just say like why would he even bother reading this story or listening to you know whatever it is fox business cnbc i don't need to hear somebody pontificate on what's going to happen in this election in this sports event i can just look at the polymarket i'm just going to look at calci i'm just going to look at these prediction markets and i'm going to start there
you know we're in a different era these are asset-like businesses i don't think they're trying to like do what uber and doordash did or lyft and doordash i'm sorry uber and lyft and doordash did which is lose money on every transaction um and i think the polymarket valuations misreported um i'll leave it at that uh yeah i mean polymarket's a big company
i think the polymarket valuations misreported
so we're about to see this uber lyft kind of competition between these two well-known companies go insane because they're about to each have nine figures of extra cash on hand which i think is going to lead to a lot of innovation and advertising but uh i do worry about burn a little bit when i see two competitors raise this much money so quickly
polymarket their arch competitor uh is reported to be raising as much as 200 million at at least a billion dollar valuation and i believe founders fund is pipped as the lead investor there
I think these are really good businesses, but they are some combination of entertainment and gambling. I don't think that these things are as useful directional indicators as they are just really interesting businesses that allow people to bet and wager on all kinds of random things.
The thing with prediction markets is, it's not just that, there will be those things. But then there are going to be these fundamental markets that are purely about inside information. And the question is, what can a regulatory body or a society do about that? And I think the answer is not much. And the reason is, is that if you try to regulate this, it looks like a securities market. And I think the problem there is that these things are too fluid, and too dynamic, and too ephemeral, for them t
VentureSignalScore 56.9/100 for polymarket, composed from 1 of 4 components (index v0 cross-signal), discounted ×0.79 for 30% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_magnitude | 0.3 | 0.7204 |
funding.round.amount_usd 2025-06-27 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
Form D filings — the company's own authoritative record of a Reg D private raise, filed with the SEC. Primary-source evidence: not commentary, not inference. 2 filings, latest 2026-04-24.
Gray-market attention, not quality. 50+ HN mentions (peak 1606 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: heavy gray-market attention · some SEC filings on record. ▲ 1606 Polymarket gamblers threaten to kill me over Iran missile story 2026-03-16 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
common_name | Polymarket | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
community.hn.max_points | 1606 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [] | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=47397822", "title": "Polymarket gamblers threaten to kill me over Iran missile story", "points": 1606, "created_at": "2026-03-16"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=47397822", "title": "Polymarket gamblers threaten to kill me over Iran missile story", "points": 1606, "created_at": "2026-03-16"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=47397822", "title": "Polymarket gamblers threaten to kill me over Iran missile story", "points": 1606, "created_at": "2026-03-16"} | observed | artifact ↗ | 2026-03-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=47397822", "title": "Polymarket gamblers threaten to kill me over Iran missile story", "points": 1606, "created_at": "2026-03-16"} | observed | artifact ↗ | 2026-03-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=47397822", "title": "Polymarket gamblers threaten to kill me over Iran missile story", "points": 1606, "created_at": "2026-03-16"} | observed | artifact ↗ | 2026-03-16 | normalized | 0.20 |
description | Polymarket was cited as a partner providing information about the election results. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
funding.round.amount_usd | 200000000 | observed | artifact ↗ | 2025-06-27 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 59.8, "comparator": "gte"}, "prediction": "I know that in the United States, we're going to be able to participate in Polymarket soon." | derived | calc | 2026-08-16 | derived | 0.70 |
index.ai_tie | NOT_AI | observed | classify | 2026-07-25 | derived | 0.60 |
metric.venture.funding_amount_usd | 200000000 | derived | calc | 2026-07-25 | derived | 0.50 |
metric.venture.funding_recency_days | 92.0651 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 92.0721 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 92.0725 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 92.0742 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 92.0786 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 92.0789 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 92.0809 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 92.0815 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 92.1123 | derived | calc | 2026-07-25 | derived | 0.99 |
score.venture_signal | 56.8 | derived | calc | 2026-07-25 | superseded | 0.42 |
score.venture_signal | 56.9 | derived | calc | 2026-07-25 | derived | 0.26 |
sec.cik | 0002131289 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.count | 2 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.filings | [{"cik": "0002131289", "form": "D/A", "filed": "2026-04-24", "accession": "0002131289-26-000002", "index_url": "https://www.sec.gov/Archives/edgar/data/2131289/000213128926000002/0002131289-26-000002- | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.latest_filed | 2026-04-24 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.related_persons | {"filed": "2026-04-24", "persons": [{"last_name": "DeLap", "first_name": "Christopher", "clarification": null, "relationships": ["Executive Officer"]}], "accession": "0002131289-26-000002"} | observed | url | 2026-04-24 | normalized | 0.99 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVD9PBH7GBXXQQQ19P388T0", "signals": [{"quote": "The thing with prediction markets is, it's not just that, there will be those things. But then there are going to be t | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4YTQ2GPG9MPGNDZQX02547", "signals": [{"quote": "I think these are really good businesses, but they are some combination of entertainment and gambling. I don't think t | observed | artifact ↗ | 2024-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNGFRAGW2B2X7N556HVRJR", "signals": [{"quote": "polymarket their arch competitor uh is reported to be raising as much as 200 million at at least a billion dollar valu | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNGFRAGW2B2X7N556HVRJR", "signals": [{"quote": "so we're about to see this uber lyft kind of competition between these two well-known companies go insane because they | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNGFRAGW2B2X7N556HVRJR", "signals": [{"quote": "i think the polymarket valuations misreported", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPE | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNGFRAGW2B2X7N556HVRJR", "signals": [{"quote": "you know we're in a different era these are asset-like businesses i don't think they're trying to like do what uber an | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNGFRAGW2B2X7N556HVRJR", "signals": [{"quote": "there's a group of people who are going to just say like why would he even bother reading this story or listening to y | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNGFRAGW2B2X7N556HVRJR", "signals": [{"quote": "i don't need to hear somebody pontificate on what's going to happen in this election in this sports event i can just l | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNGFRAGW2B2X7N556HVRJR", "signals": [{"quote": "what the sharps the most skin in the game individuals think will happen is where people are going to start so these th | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBK30JDN3HZGZEF92K3WK1R", "signals": [{"quote": "great partnership with them, too.", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "Jason Calacani | observed | artifact ↗ | 2026-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06004N3Y3P6T721WYNSA4WR", "signals": [{"quote": "did you hear what poly market is building? They are building prediction markets for earnings. Yes. What? Yes. My frien | observed | artifact ↗ | 2025-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M060RC82733PPD2HQ7M9DN75", "signals": [{"quote": "if you're a fan of play market as we are on the show this is great news and i'm looking forward to see what impact thi | observed | artifact ↗ | 2025-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M060RC82733PPD2HQ7M9DN75", "signals": [{"quote": "this week jason the cftc kind of said that they're going to be good to go now there's a little bit of nuance here beca | observed | artifact ↗ | 2025-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M060RC82733PPD2HQ7M9DN75", "signals": [{"quote": "they spent like over a hundred million dollars to buy that company and essentially what they were buying is you know a | observed | artifact ↗ | 2025-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M060RC82733PPD2HQ7M9DN75", "signals": [{"quote": "the poly market and the prediction market game have done very very well in and around the election cycle but i think p | observed | artifact ↗ | 2025-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M060RC82733PPD2HQ7M9DN75", "signals": [{"quote": "this is the polymarket monthly volume clearly spiked right around election time fell very rapidly and people were worr | observed | artifact ↗ | 2025-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063JS7T8Q42ZWC6QZ1VCWD2", "signals": [{"quote": "our friends at Polymarket are really good. Shout out to my guy, Shane, also a Nick fan. We're going to have him on the | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063JS7T8Q42ZWC6QZ1VCWD2", "signals": [{"quote": "I know that in the United States, we're going to be able to participate in Polymarket soon.", "stance": "bullish", "si | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
source.document.reference | {"kind": "video", "title": "All-In E278 — NYC mayor, DSA, AI — polymarket", "source_id": "01KXRPBDXNC42GR3NE8818ZM9G-m-b0c5fbfcb887122f", "extract_ref": "artifact:sha256:ff95af9d10c78a70606010b2b46854 | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV — polymarket", "source_id": "01KXRSFY3SCEM68P9GNFJD4A74-m-b0c5fbfcb887122 | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos! — polymarket", "source_id": "01KXRSFY5HW3RBWNAN6N8H6VJZ-m-b0c5fbfcb887122f", "extract_ref": "artifact:sha256: | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "All-In's 2026 Predictions — polymarket", "source_id": "01KXRSFY7SXCTP00EY0WMTR0DG-m-b0c5fbfcb887122f", "extract_ref": "artifact:sha256:182934c0c2dc364d97d6b3c131b4cdaac6384 | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026? — polymarket", "source_id": "01KXRSFY948PW017GHBFRVS66X-m-b0c5fbfcb887122f", "ext | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI — polymarket", "source_id": "01KXRSFZ2TDG6P7MK5B96VTPNX-m-b0c5fbfcb887122f", "ext | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Massive jobs revision, Kamala wealth tax, polls vs prediction markets, end of race-based admissions — polymarket", "source_id": "01KXRSFZBHT23TWXABPYNGS0BA-m-b0c5fbfcb88712 | observed | artifact ↗ | 2026-07-22 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Travis’ Uber Comeback, AGI’s Stakes, Meta’s $100M AI Hires & Prediction Market Gold Rush | E2144 — polymarket", "source_id": "01KXRSP8AETT4B2A6DMNGAFQ87-m-b0c5fbfcb887122f" | observed | artifact ↗ | 2026-07-25 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Can an AI Agent Legally Own a Company? Christian van der Henst's Wild Experiment| E2283 — polymarket", "source_id": "01KXRSP6D47Z70H8H9D2AA94QT-m-b0c5fbfcb887122f", "extrac | observed | artifact ↗ | 2026-08-06 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Naval’s $500 VC fund, the Maduro Polymarket scandal, and NYT defends theft and murder | E2280 — polymarket", "source_id": "01KXRSP6EEKE466B9B5KDZTR6A-m-b0c5fbfcb887122f", " | observed | artifact ↗ | 2026-08-06 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "3D-Printed Homes for $99K: ICON’s Jason Ballard on the future of housing | E2277 — polymarket", "source_id": "01KXRSP6G6GM1WNY6BFMZYRPFQ-m-b0c5fbfcb887122f", "extract_ref": | observed | artifact ↗ | 2026-08-06 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "2026 Starts with a bang: META AI Drama and Nvidia’s $20B Groq Acquisition | E2230 — polymarket", "source_id": "01KXRSP750M5YBMR7PY9WCN8NE-m-b0c5fbfcb887122f", "extract_ref" | observed | artifact ↗ | 2026-08-06 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Is $MSTR over? Jason takes his victory lap. | E2216 — polymarket", "source_id": "01KXRSP7B5XS54JE9ZJWDCATH5-m-b0c5fbfcb887122f", "extract_ref": "artifact:sha256:da66d9b63fb | observed | artifact ↗ | 2026-08-06 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Robinhood Venture Fund, Polymarket adds earnings, and LAUNCH Accelerator 35 is here! | E2178 — polymarket", "source_id": "01KXRSP7VS0KWXCXWKE6GHZVMJ-m-b0c5fbfcb887122f", "e | observed | artifact ↗ | 2026-08-07 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "The Browser Wars heat up! PLUS, Khan on The Bulwark and Polymarket returns | E2174 — polymarket", "source_id": "01KXRSP7XKPGA62T0QY47Y2N1F-m-b0c5fbfcb887122f", "extract_ref | observed | artifact ↗ | 2026-08-07 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Google is Nano Banana, Apple AI plans & The Great H1B Visa Debate | E2170 — polymarket", "source_id": "01KXRSP7YZXB87Y6TJHSDD0PTW-m-b0c5fbfcb887122f", "extract_ref": "artif | observed | artifact ↗ | 2026-08-07 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Do Kwon Guilty, Powell Pivot & OpenAI’s $12B Run Rate | E2168 — polymarket", "source_id": "01KXRSP7ZQ0BF6GXF7JD52SWMQ-m-b0c5fbfcb887122f", "extract_ref": "artifact:sha256:8 | observed | artifact ↗ | 2026-08-07 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "WeRide IPO, Polymarket + Perplexity, the Trump Bump and more! | E1992 — polymarket", "source_id": "01KXRSPAAA0FM7EZHKMSQMC436-m-b0c5fbfcb887122f", "extract_ref": "artifact: | observed | artifact ↗ | 2026-08-08 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — polymarket", "source_id": "01M1RQ19D4FD7GRGTXFD1SQ7GQ-m-b0c5fbfcb887122f", "extract_ref": "artifact:sha256:f9aa691a030aade8b27ff63cfacbc24e4034fd07e | observed | artifact ↗ | 2026-09-05 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — polymarket", "source_id": "01M2AQTAQEY115JH6MGHJSJTEM-m-b0c5fbfcb887122f", "extract_ref": "artifact:sha256:9b8ca128bd960aaa8e2f30df16240b53a4e42266c | observed | artifact ↗ | 2026-09-12 | normalized | 0.95 |