The $50 Billion Opportunity
Prediction markets are exploding. In 2024 alone:- Polymarket processed over $3.5 billion in election markets
- Kalshi became the first CFTC-regulated exchange for event contracts
- Traditional finance is waking up to forecasting as an asset class
The Fragmentation Problem
Same Event, Different Prices
The prediction market landscape is fragmented across multiple platforms, each with:- Different user bases with asymmetric information
- Different liquidity profiles creating price gaps
- Different jurisdictions limiting who can trade where
- Different interfaces requiring constant tab-switching
- Real Example
- Why It Matters
During the 2024 election cycle, we observed:
These aren’t edge cases—this is the norm.
| Market | Polymarket | Kalshi | Spread |
|---|---|---|---|
| ”Trump wins?“ | 52.3¢ | 55.1¢ | 2.8¢ |
| “Fed cuts rates?“ | 67.0¢ | 64.2¢ | 2.8¢ |
| “Bitcoin > $100k?“ | 41.5¢ | 38.9¢ | 2.6¢ |
Why No One Has Solved This
Building prediction market infrastructure is hard:1. Each platform has different APIs
1. Each platform has different APIs
Polymarket uses a CLOB (Central Limit Order Book) with EIP-712 signatures.
Kalshi uses a traditional REST API with different authentication.
PredictIt has position limits and its own quirks.Integrating each one is months of work.
2. Markets don't use standard naming
2. Markets don't use standard naming
The same event appears as:
- “Will Trump win the 2024 election?”
- “Winner of 2024 Presidential Election: Trump”
- “Donald Trump wins presidency 2024”
3. Resolution criteria vary
3. Resolution criteria vary
Platform A might resolve based on AP calling the race.
Platform B might wait for official certification.Same market, different resolution timelines.
4. Regulatory complexity
4. Regulatory complexity
Different platforms operate in different jurisdictions.
US users can’t access Polymarket directly.
Kalshi is US-only.One solution doesn’t fit all.
How Matchr Solves It
1. Semantic Market Matching
We use AI embeddings (OpenAI’s text-embedding-3-small) to identify equivalent markets:- Analyzes 10,000+ markets across platforms
- Identifies 900+ matched pairs automatically
- Flags edge cases for human review
- Updates in real-time as new markets appear
2. Unified Trading Interface
One Wallet
Connect once, trade everywhere. No more managing multiple accounts.
One Orderbook
See aggregated depth across all platforms. Know where the liquidity is.
One Click
Execute on the best venue automatically. No manual price comparison.
One Portfolio
Track all positions across all platforms in a single view.
3. Smart Order Routing
When you place an order, Matchr:- Checks prices across all matched venues
- Accounts for fees, slippage, and settlement differences
- Routes to the optimal execution venue
- Handles all the complexity behind the scenes
Smart order routing flow
The Vision
Today: Aggregation
- Unified market view
- Cross-platform price comparison
- Single-venue execution (Polymarket)
Tomorrow: Smart Routing
- Automatic best-price execution
- Cross-venue arbitrage
- Split orders across platforms
Future: Autonomous Markets
- AI agents as market makers
- Automated strategy deployment via vaults
- Prediction markets as infrastructure for everything
Why Now?
Regulatory Clarity
The CFTC’s approval of Kalshi signals that event contracts are here to stay.
More platforms will launch. Fragmentation will increase.
Institutional Interest
Hedge funds, family offices, and trading firms are entering prediction
markets. They need infrastructure—not another retail app.
AI Revolution
LLMs can now analyze news, social sentiment, and market data in real-time.
Prediction markets are the natural execution layer for AI insights.
Builder Attribution
Polymarket’s builder program enables third-party trading interfaces. The
rails are in place. We’re just building the train.
