Wall Street broker Bernstein sees prediction market volumes hitting $1 trillion by 2030 with HOOD, COIN as key players
Bernstein predicts prediction market volumes will reach $1 trillion by 2030, driven by regulatory clarity and platforms like Robinhood and Coinbase.Summary
Wall Street broker Bernstein forecasts that prediction market volumes will surge to approximately $1 trillion by 2030, transforming from niche wagering into broad "information markets." The sector is expected to grow from $51 billion in 2025 to $240 billion in 2026, with an estimated 80% compound annual growth rate through the end of the decade. This growth is attributed to increasing regulatory clarity, the integration of blockchain technology for global liquidity and institutional participation, and distribution through major trading platforms. While sports currently dominate volumes, crypto-linked contracts and macro/political events are projected to gain significant traction. Bernstein estimates industry revenues could reach about $10.8 billion by 2030. Key players like Robinhood (HOOD) and Coinbase (COIN) are highlighted for their distribution capabilities, with Robinhood already generating substantial revenue from prediction markets and Coinbase entering through Kalshi.
(Source：CoinDesk)