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Predicting Our Own Demise

Agustin Lebron·August 17, 2025·Blog
prediction markets don't forecast the future, they manufacture it

Why It's Worth Reading

Skeptical take arguing prediction markets are dangerous policy despite theoretical appeal. Claims they lack heterogeneous risk preferences necessary for efficiency, relying instead on continuous retail losses. Warns that large-scale prediction markets exhibit reflexivity, potentially incentivizing manipulation toward negative, sensational outcomes.

Some technical background helpful

Concepts

Platforms mentioned: Polymarket, Kalshi

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