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Jump Trading Set to Take Stakes in Kalshi and Polymarket for Liquidity, Reports Say

The reported liquidity-for-equity deals point to institutional market makers reshaping prediction markets.

Overview

  • Bloomberg reports that Jump will receive a fixed equity stake in Kalshi and an interest in Polymarket that scales with the liquidity it provides to the platform’s U.S. operation.
  • The stakes are described as compensation for market-making services, with Jump already active on Kalshi and having hired about 20 staff for a dedicated prediction-markets effort.
  • Kalshi operates as a CFTC-approved Designated Contract Market, while Polymarket runs as a decentralized platform on Polygon, reflecting divergent regulatory and technical models.
  • Recent funding placed Kalshi near an $11 billion valuation and Polymarket around $9 billion in some reports, underscoring the sector’s rapid growth.
  • The companies have not publicly confirmed the arrangements, and the push follows broader institutional moves that include Susquehanna providing Kalshi liquidity and Coinbase exploring products using Kalshi infrastructure.