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CFTC Rescinds Political-Contract Ban Proposal, Directs New Event-Contracts Rulemaking

The reversal shifts the agency to a predictable rulemaking process after court defeats opened space for political prediction markets.

Overview

  • On Feb. 4, CFTC Chair Mike Selig withdrew the 2024 event-contracts proposal and a September advisory he said caused confusion for market participants.
  • Selig directed staff to draft a new event‑contracts rule grounded in the Commodity Exchange Act and criticized the prior plan as a "frolic into merit regulation."
  • The scrapped 2024 proposal would have classified political outcome contracts as contrary to the public interest alongside illicit-event contracts.
  • The policy pivot follows the CFTC’s loss in litigation over Kalshi’s offering, after which political prediction markets were permitted to launch.
  • Industry interest has grown, with companies such as Coinbase exploring entries and firms like Cboe weighing related products, while Congress negotiates a crypto market‑structure bill that could cement the CFTC’s authority over non‑security spot markets.