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Goldman Sachs Weighs Move Into Prediction Markets After CEO Meets Platform Leaders

Solomon cast CFTC-regulated event contracts as derivative-like instruments that could fit Goldman's businesses.

Overview

  • On the Q4 earnings call, David Solomon said he met with leaders of two major prediction platforms in the past two weeks to learn more about their models.
  • Goldman has a dedicated team engaging with prediction-market companies and assessing potential client offerings.
  • The bank is studying CFTC-regulated event contracts that Solomon said resemble derivatives and could intersect with Goldman’s core activities.
  • Solomon emphasized a measured timeline, saying change is real yet unlikely to unfold as quickly as some expect.
  • Interest follows rising volumes on platforms such as Kalshi and Polymarket under expanding CFTC oversight, alongside heightened scrutiny of trading practices.