Library/Prediction Markets vs. Sports Betting: Market Dynamics, ROI by Cohorts, and Competitive Implications
BusinessAnalysis

Prediction Markets vs. Sports Betting: Market Dynamics, ROI by Cohorts, and Competitive Implications

Jordan Bender·March 23, 2026·News Article
prediction markets crush casual traders harder than sportsbooks do

Why It's Worth Reading

Wall Street equity research analysis of anonymized trading data comparing prediction market and sports betting returns. The median prediction market user has an ROI of -8%, worse than sports bettors at -5%, with only traders above $500K in volume achieving positive returns (+2.6%). Finds that prediction markets attract sharper competition than regulated sportsbooks, creating worse outcomes for casual retail participants.

Some technical background helpful

Concepts

Platforms mentioned: Kalshi

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