2026-01-12 20:31:03
Trump wants Venezuela's oil — markets may not care: https://benborges.xyz/2026/01/12/trump-wants-venezuelas-oil-markets.html
Trump wants Venezuela's oil — markets may not care: https://benborges.xyz/2026/01/12/trump-wants-venezuelas-oil-markets.html
NFL 'troubled' by sports prediction markets https://www.espn.com/nfl/story/_/id/47288011/nfl-troubled-rise-sports-prediction-markets
Morgan Stanley survey of audio habits in the US: 50% to 60% of listeners aged 18 to 44 reported listening to AI-generated music for 2.5 to 3 hours per week (Luke Kawa/Sherwood News)
https://sherwood.news/markets/morgan-stanley-most-…
‘Architects of AI’ Wins Time Person of the Year, Sends Gambling Markets Into a Meltdown https://www.404media.co/architects-of-ai-wins-time-person-of-the-year-sends-gambling-markets-into-a-meltdown/
Morgan Stanley survey of audio habits in the US: 50% to 60% of listeners aged 18-44 reported listening to AI-generated music for 2.5 to 3 hours per week (Luke Kawa/Sherwood News)
https://sherwood.news/markets/morgan-stanley-most-gen…
The U.S. stock market lags behind dozens of countries, even in a year of record highs (Steve Kopack/NBC News)
https://www.nbcnews.com/business/markets/sp500-stocks-lags-dozens-countries-rcna243088
http://www.memeorandum.com/251111/p108#a251111p108
Noch einige der zuletzt hier besonders häufig geteilten #News:
Analyse: Verbraucher haben mit dem Digital Markets Act größere Auswahl
eu_procurements_alt: EU national procurement networks (2008-2016)
These 234 networks represent the annual national public procurement markets of 26 European countries from 2008-2016, inclusive. Data is sourced from Tenders Electronic Daily (TED), the official procurement portal of the European Union.
This network has 10215 nodes and 11837 edges.
Tags: Economic, Commerce, Weighted, Temporal
Welp I guess the markets don't give a shit.
Powell under attack by Trump, stand his ground, Trump wants to break down all checks & balances on his regime. The reaction of the markets on Monday will be interesting I guess...
https://youtu.be/KckGHaBLSn4?si=sA9CXzs3bzYsMO20
Ex-Fed chairs condemn Trump’s bid to weaken central bank’s independence
Statement signed by 13 former senior officials condemns ‘unprecedented’ assault on Fed’s independence
Trump’s attempts to influence Fed risk ‘70’s-style inflation and global backlash’
Nils Pratley: US bond markets should be in revolt. Fed independence matters
AMS-IX ceasing US operations March 6.
https://www.ams-ix.net/ams/news/us-operations-to-cease-as-ams-ix-refines-strategy-shifting-focus-to-emerging-markets
"How the 15-Minute Sustainable City Model Cuts Carbon by 98% While Growing Local Food"
#Sustainability
https://happyeconews.com/15-minute-sustainable-city/
WIRED, 2004: The long tail https://www.wired.com/2004/10/tail/ Will The vOICe vision BCI cover more of the long tail of blindness cases than brain implants, retinal implants and optogenetics combined? Think of developing countries, types of blindness, device lifetime, etc. Economy of abundance vs Pareto…
"This project started as a search problem and ended as something more. The most important result isn’t which neighbourhood tops the rankings - it’s the realisation that platforms now quietly structure survival in everyday urban markets. London’s restaurant scene is no longer organised by taste alone. It is organised by visibility that compounds, rent that rises when discovery arrives, and algorithms that allocate attention long before consumers ever show up. What looks like “choice” is increasingly the downstream effect of ranking systems."
How Google Maps quietly allocates survival across London’s restaurants - and how I built a dashboard to see through it
https://laurenleek.substack.com/p/how-google-maps-quietly-allocates
World Liberty Financial launches World Liberty Markets, letting users lend and borrow digital assets among one another, supporting its own token USD1 and others (Olga Kharif/Bloomberg)
https://www.bloomberg.com/news/articles/20
Shipping giant Maersk is turning to ethanol as a green fuel alternative, aiming to reduce its dependence on China for sustainable maritime solutions.
As the industry races to decarbonize, diversifying fuel sources has become critical for supply chain resilience. This shift could reshape global green fuel markets.
https://www.
I was thinking this morning, there should be more things like Goodwill, more thrift stores like that everywhere, for even LESS things going to landfills. Just people getting together, even as a trade or barter system, things like flea markets or garage sales-- people do some of this already.
Reusing things is so important, and repair, when possible-- I've been seeing some cool self-repair fix-it meetups on here, too.
As I was talking to my wife about it, and I remembered thi…
Companies are updating insider trading policies to cover prediction markets; Kalshi and others are pushing for federal oversight, including of insider trading (Rocket Drew/The Information)
https://www.theinformation.com/articles/polymark…
Amazon now offers same-day perishable grocery delivery in 2,300 US markets and has expanded the service's grocery offerings by 30% since its August launch (Peyton Bigora/Grocery Dive)
https://www.grocerydive.com/news/amazon-sam…
On the scale of AI investment, this line astonished me:
"Amazon’s capex alone is greater than that of the entire US energy sector."
https://global.morningstar.com/en-gb/markets/ai-arms-race-h…
Tesla CEO Elon Musk bats for H-1B visas, says tariffs distort markets
https://www.cnbc.com/2025/12/02/tesla-ceo-elon-musk-bats-for-h-1b-visa-says-tariffs-distort-markets-.html
Betting exchange Matchbook plans to launch a prediction market platform in the UK in January 2026 as a "road test" before a planned US launch as early as March (Justina Lee/Bloomberg)
https://www.bloomberg.com/news/articles/20
👿 How a ‘green gold rush’ in the Amazon led to dubious carbon deals on Indigenous lands
https://news.mongabay.com/2025/11/how-a-green-gold-rush-in-the-amazon-led-to-dubious-carbon-deals-on-indigenous-lands/
Pluralistic: Predistribution vs redistribution (Big Tech edition) (10 Jan 2026) (Cory Doctorow/Pluralistic)
https://pluralistic.net/2026/01/10/markets-are-regulations/
http://www.memeorandum.com/260110/p55#a260110p55
i feel like my general feelings re: Rigol and people swearing by their Tek are best summarized with the old "rifle is fine" copypasta. as in: if you are skilled in the art you will get things done just as well with the rigol as you will with a tek in the same cateogry that's 10 times* the price. and if you aren't, goddess bless you either way also
* referring me to US secondary markets is classist and i will not be elaborating on this observation
Symbiosis emergence and abandonment in nature: a coordination game approach
Simon A. Levin, Ted Loch-Temzelides
https://arxiv.org/abs/2510.08833 https://ar…
UK sugar tax to be extended to more soft drinks and milkshakes https://www.theguardian.com/business/live/2025/nov/25/sterling-volatility-the-budget-rachel-reeves-german-economy-stagnating-…
D-Wave Quantum agrees to acquire Quantum Circuits, a developer of error-corrected gate-model technology, for $550M, with $300M in stock and the rest in cash (Luke Kawa/Sherwood News)
https://sherwood.news/markets/d-wave-quantum-agrees-to…
Global smartphone shipments rose 2% YoY in 2025, with Apple capturing the top position at a 20% share and 10% YoY growth, ahead of Samsung's 19% market share (Counterpoint Research)
https://counterpointresearch.com/en/insights/global-sm…
The European Union, overcoming deep dissension among its members,
gave the green light to a sweeping trade pact with four South American countries on Friday
that would create one of the largest free-trade zones in the world,
connecting markets with more than 700 million people.
The agreement offers a stark contrast to the amped-up aggression on display this week from the Trump administration.
As Europe worked to extend an era of economic collaboration,
th…
“Legal Corner: Apple’s “notarisation” – blocking software freedom of developers and users!” — via FSFE
https://fsfe.org/news/2025/news-20251105-01.en.html
"Nowhere to move: How climate change became the property market’s biggest nightmare"
#Climate #ClimateChange
Spotify rolls out music videos to Premium subscribers in the US and Canada, following a beta launch in nearly 100 markets last year (Jaspreet Singh/Reuters)
https://www.reuters.com/business/media-telecom/spot…
Zero Carbon V2X Tariffs for Non-Domestic Customers
Elisheva S Shamash, Zhong Fan
https://arxiv.org/abs/2512.07308 https://arxiv.org/pdf/2512.07308 https://arxiv.org/html/2512.07308
arXiv:2512.07308v1 Announce Type: new
Abstract: With the aim of meeting the worlds net-zero objectives, electricity trading through contractual agreements is becoming increasingly relevant in global and local energy markets. We develop contracts enabling efficient energy trading using Vehicle to Everything technology which can be applied to regulate energy markets and reduce costs and carbon emissions by using electric vehicles with bidirectional batteries to store energy during offpeak hours for export during peak hours. We introduce a contract based on the VCG mechanism which enables fleets of electric vehicles to export electricity to the grid efficiently throughout the day, where each electric vehicle has its energy consumption and exporting schedules and costs.
toXiv_bot_toot
The Kia EV9 and the Hyundai IONIQ 9 are the two (enormous) cars that will be the first in the group to be used with a #V2G service. This will be launched in the Netherlands before being expanded to other markets and models (hopefully including more friendly ones).
Prediction markets are just another way for time travellers to fund their operations.
DSA und DMA: EU-Digitalgesetze sollen stärker durchgesetzt werden
Die EU-Kommission will die Digitalgesetzgebung rund um Digital Services Act und Digital Markets Act in 2026 entschiedener durchsetzen.
http…
From my Twitter archive. It took one year longer ;)
https://bbc.com/news/articles/cj9rjwpvmpzo
Amazon launches Amazon Bazaar, a standalone low-cost shopping app in 12 markets in Asia, Africa, and Latin America, with most products priced under $10 (Sarah Perez/TechCrunch)
https://techcrunch.com/2025/11/07/amaz
Chinese businesses are transforming Mexico City’s poshest neighborhood
A growing Chinese techie community in Nuevo Polanco is fueling a boom in restaurants and markets to serve them.
#mexicocity #cdmx
The thing nearly all media commentators have missed (because nobody knows nothin’ about energy in media) is that Venezuela has a lot of oil alright, but it’s heavy sour, hard to produce, hard to refine, and hard to transport, requiring:
• Conventional drilling artificial lift
• Diluent blending (to move viscous heavy crude)
• Upgraders and partial refining for export markets
• Enhanced recovery techniques where feasible
• Specialized infrastructure to handle sour…
Sharing the benefits of grid-scale batteries and solar/wind by trading in western US. The current 15 minute market in California Now going to day ahead market.
(I think made possible with recent massive grid-scale batteries allows evening out of renewables)
California now runs 5pm-8pm electricity use on batteries. Turn off more plants cuz can plan for a full day.
Thoughtful article on wholesale electricity grid coordination markets. Sounds dry, but cool:
I’m pretty sure the tech broligarchs supported Trump because they thought he would make it easier for them to become even richer. I wonder how the discussions between them are as they see Trumps illegal and insane international «incursions» are going to cost them markets and profits as the rest of the world turns away from US-based products and services…
🚨 A newly created #Polymarket account turned $30K into $400K by betting on Maduro’s ouster
just hours before the U.S. raid
— sparking fresh insider-trading suspicions.
This underscores exactly why we flagged #prediction #markets
Panel talking about dark markets on nostr.
Nostr can be quite anonymous and encrypted and connected to payment via bitcoin. Can it therefore do Silk Road? Allow anonymous markets?
Nobody wants to publicly advocate for selling illegal drugs, but yeah, sure, people could do that. There's even protocol types for market places.
Relay owners might get into legal issues if they are forwarding illegal market listings. But this is true in general, there are also illegal images and even illegal text.
Nostr relays and Devs might find themselves in legal trouble anyway, due to the general legal crackdowns on internet requiring age proof and id on websites obstensively to protect kids. These are freedoms we all need to fight for. Perhaps brains will drain to more free jurisdictions? Devs move to where open development is legal? Not the panel at least. They want to say at home.
#nostr #nostrshire #darkMarkets
Digital Markets Act: EU-Wettbewerbskommissarin wirft USA „Erpressung“ vor
Teresa Ribera, Vizepräsidentin der EU-Kommission, greift die Trump-Regierung scharf an. Diese setze die EU massiv unter Druck, ihre Tech-Regeln abzuschwächen.
Correlation of Rankings in Matching Markets
R\'emi Castera, Patrick Loiseau, Bary S. R. Pradelski
https://arxiv.org/abs/2512.05304 https://arxiv.org/pdf/2512.05304 https://arxiv.org/html/2512.05304
arXiv:2512.05304v1 Announce Type: new
Abstract: We study the role of correlation in matching markets, where multiple decision-makers simultaneously face selection problems from the same pool of candidates. We propose a model in which a candidate's priority scores across different decision-makers exhibit varying levels of correlation dependent on the candidate's sociodemographic group. Such differential correlation can arise in school choice due to the varying prevalence of selection criteria, in college admissions due to test-optional policies, or due to algorithmic monoculture, that is, when decision-makers rely on the same algorithms and data sets to evaluate candidates. We show that higher correlation for one of the groups generally improves the outcome for all groups, leading to higher efficiency. However, students from a given group are more likely to remain unmatched as their own correlation level increases. This implies that it is advantageous to belong to a low-correlation group. Finally, we extend the tie-breaking literature to multiple priority classes and intermediate levels of correlation. Overall, our results point to differential correlation as a previously overlooked systemic source of group inequalities in school, university, and job admissions.
toXiv_bot_toot
FAA cuts airline traffic in 40 markets over shutdown as Americans already face uncertainty over holiday travel plans | The Independent
https://www.independent.co.uk/news/world/americas/us-politics/air-traffic-cuts-government-shutdown-b2859497.html
The US CFTC grants crypto exchange Gemini a DCM license, allowing it to launch its prediction markets platform Gemini Titan (Daniel Kuhn/The Block)
https://www.theblock.co/post/382142/gemini-cftc-approval-prediction-market-crypto-future…
Someone made a huge profit predicting Maduro's capture. Here's what happened (Herb Scribner/Axios)
https://www.axios.com/2026/01/03/maduro-capture-bets-trade-prediction-markets
http://www.memeorandum.com/260103/p64#a260103p64
The US CFTC launches a pilot program allowing BTC, ETH, and USDC to be used as collateral in US derivatives markets (CoinDesk)
https://www.coindesk.com/policy/2025/12/08/cftc-launches-digital-assets-pilot-allowing-bitcoi…
I made a nice sum of money on the prediction markets betting on the winner of this year's FIFA Peace Prize.
😲 Norwegian Officials Probe Major Polymarket Bets on Nobel Peace Winner
https://www.coindesk.com/markets/2025/10/11/norwegian-officials-probe-major-polymarket-bets-on-nobel-peace-winner
eu_procurements_alt: EU national procurement networks (2008-2016)
These 234 networks represent the annual national public procurement markets of 26 European countries from 2008-2016, inclusive. Data is sourced from Tenders Electronic Daily (TED), the official procurement portal of the European Union.
This network has 4499 nodes and 4891 edges.
Tags: Economic, Commerce, Weighted, Temporal
A new Polymarket account bet $30K on Maduro's capture just hours before Trump's announcement, renewing questions on insider information in prediction markets (Herb Scribner/Axios)
https://www.axios.com/2026/01/03/maduro-capture-bets-trade-prediction-mark…
Kalshi and Polymarket have partnered with social media accounts purporting to be breaking news reporters, some of which have repeatedly posted false information (Jordy Fee-Platt/The Athletic)
https://www.nytimes.com/athletic/6876922/2
"Basis Markets": Britische Behörde untersucht Zusammenbruch eines Kryptofonds
Zwei Männer wurden festgenommen, während die britische Betrugsbehörde wegen Betrugs und Geldwäsche gegen ein millionenschweres Kryptowährungsschema ermittelt.
AppLovin reports Q3 revenue up 68% YoY to $1.41B, vs. $1.34B est., and forecasts Q4 revenue and adjusted EBITDA above estimates; APP jumps 6% after hours (Luke Kawa/Sherwood News)
https://sherwood.news/markets/applovin-q3-2025-earnings-adtech-sec-investi…
"While not all consumers may wish to adapt their consumption behaviour, all consumers need to be provided access to the tools to enable their participation. Regulatory frameworks must drive, and not hinder, the delivery of such flexibility resources."
https:…
Trump Media to Enter Booming Prediction Markets Business (Bloomberg)
https://www.bloomberg.com/news/articles/2025-10-28/trump-media-plans-to-enter-booming-prediction-markets-business
http://www.memeorandum.com/251028/p36#a251028p36
US energy companies and several hedge funds were handsomely rewarded when markets opened on Monday after news of the US attack on Venezuela and abduction of President Nicolas Maduro over the weekend.
The MSCI US Energy index,
which tracks a basket of American stocks with exposure to the energy industry,
was trading up 2.8 percent on Monday, widely outperforming gains in the broader S&P 500 and other global energy stocks.
The rally was an early reflection of inves…
iPhone-Regulierung: Warum Apple mit Japan besser klarkommt als mit Europa
In Japan tritt am 18. Dezember ein Gesetz in Kraft, das dem Digital Markets Act (DMA) in Europa stark ähnelt. Trotzdem ist Apple entspannt. Woran liegt das?
Beyond Revenue and Welfare: Counterfactual Analysis of Spectrum Auctions with Application to Canada's 3800MHz Allocation
Sara Jalili Shani, Kris Joseph, Michael B. McNally, James R. Wright
https://arxiv.org/abs/2512.08106 https://arxiv.org/pdf/2512.08106 https://arxiv.org/html/2512.08106
arXiv:2512.08106v1 Announce Type: new
Abstract: Spectrum auctions are the primary mechanism through which governments allocate scarce radio frequencies, with outcomes that shape competition, coverage, and innovation in telecommunications markets. While traditional models of spectrum auctions often rely on strong equilibrium assumptions, we take a more parsimonious approach by modeling bidders as myopic and straightforward: in each round, firms simply demand the bundle that maximizes their utility given current prices. Despite its simplicity, this model proves effective in predicting the outcomes of Canada's 2023 auction of 3800 MHz spectrum licenses. Using detailed round-by-round bidding data, we estimate bidders' valuations through a linear programming framework and validate that our model reproduces key features of the observed allocation and price evolution. We then use these estimated valuations to simulate a counterfactual auction under an alternative mechanism that incentivizes deployment in rural and remote regions, aligning with one of the key objectives set out in the Canadian Telecommunications Act. The results show that the proposed mechanism substantially improves population coverage in underserved areas. These findings demonstrate that a behavioral model with minimal assumptions is sufficient to generate reliable counterfactual predictions, making it a practical tool for policymakers to evaluate how alternative auction designs may influence future outcomes. In particular, our study demonstrates a method for counterfactual mechanism design, providing a framework to evaluate how alternative auction rules could advance policy goals such as equitable deployment across Canada.
toXiv_bot_toot
Spotify rolls out music videos to Premium subscribers in the US and Canada, following a beta launch in nearly 100 markets last year (Jaspreet Singh/Reuters)
https://www.reuters.com/business/media-telecom/spot…
US energy companies and several hedge funds were handsomely rewarded when markets opened on Monday
after news of the US attack on Venezuela and abduction of President Nicolas Maduro over the weekend.
The MSCI US Energy index, which tracks a basket of American stocks with exposure to the energy industry,
was trading up 2.8 percent on Monday
-- widely outperforming gains in the broader S&P 500 and other global energy stocks.
The rally was an early reflection …
eu_procurements_alt: EU national procurement networks (2008-2016)
These 234 networks represent the annual national public procurement markets of 26 European countries from 2008-2016, inclusive. Data is sourced from Tenders Electronic Daily (TED), the official procurement portal of the European Union.
This network has 48702 nodes and 77142 edges.
Tags: Economic, Commerce, Weighted, Temporal
Amazon expands its low-cost Haul service to 25 countries and regions globally, rebrands it as Amazon Bazaar in some markets, and plans a two-day sales event (Todd Bishop/GeekWire)
https://www.geekwire.com/2025/amazon-expan
FAA reducing air traffic by 10% across 40 'high-volume' markets during government shutdown (Associated Press)
https://apnews.com/article/government-shutdown-airlines-faa-e39c423facec2b0dcc2544af48de0fa1
http://www.memeorandum.com/251105/p136#a251105p136
Michael Saylor's Strategy creates a $1.44B cash reserve funded by stock sales after cutting full-year profit and BTC yield targets due to bitcoin price drops (Stephen Alpher/CoinDesk)
https://www.coindesk.com/markets/2025/12/0
Replaced article(s) found for cs.GT. https://arxiv.org/list/cs.GT/new
[1/1]:
- Cumulative Games: Who is the current player?
Urban Larsson, Reshef Meir, Yair Zick
https://arxiv.org/abs/2005.06326
- Contest Design with Threshold Objectives
Edith Elkind, Abheek Ghosh, Paul W. Goldberg
https://arxiv.org/abs/2109.03179
- Deep Learning Meets Mechanism Design: Key Results and Some Novel Applications
V. Udaya Sankar, Vishisht Srihari Rao, Y. Narahari
https://arxiv.org/abs/2401.05683 https://mastoxiv.page/@arXiv_csGT_bot/111741115483021453
- Charting the Shapes of Stories with Game Theory
Daskalakis, Gemp, Jiang, Leme, Papadimitriou, Piliouras
https://arxiv.org/abs/2412.05747 https://mastoxiv.page/@arXiv_csGT_bot/113627246220336424
- Computing Evolutionarily Stable Strategies in Multiplayer Games
Sam Ganzfried
https://arxiv.org/abs/2511.20859 https://mastoxiv.page/@arXiv_csGT_bot/115620508246637361
- Autodeleveraging: Impossibilities and Optimization
Tarun Chitra
https://arxiv.org/abs/2512.01112 https://mastoxiv.page/@arXiv_csGT_bot/115649040881525135
- Static Pricing Guarantees for Queueing Systems
Jacob Bergquist, Adam N. Elmachtoub
https://arxiv.org/abs/2305.09168 https://mastoxiv.page/@arXiv_csDS_bot/110382625621173269
- Game of arrivals at a two queue network with heterogeneous customer routes
Agniv Bandyopadhyay, Sandeep Juneja
https://arxiv.org/abs/2310.18149 https://mastoxiv.page/@arXiv_csPF_bot/111322112226936579
- Characterization of Priority-Neutral Matching Lattices
Clayton Thomas
https://arxiv.org/abs/2404.02142 https://mastoxiv.page/@arXiv_econTH_bot/112205968984928881
- Seven kinds of equivalent models for generalized coalition logics
Zixuan Chen, Fengkui Ju
https://arxiv.org/abs/2501.05466 https://mastoxiv.page/@arXiv_csLO_bot/113819715349259373
- Matching Markets Meet LLMs: Algorithmic Reasoning with Ranked Preferences
Hadi Hosseini, Samarth Khanna, Ronak Singh
https://arxiv.org/abs/2506.04478 https://mastoxiv.page/@arXiv_csAI_bot/114635186215388479
toXiv_bot_toot
Robinhood is set to join Indonesia's retail investment boom after agreeing to acquire local brokerages PT Buana Capital Sekuritas and PT Pedagang Aset Kripto (Prima Wirayani/Bloomberg)
https://www.bloomberg.com/news/articles/20
Coinbase is rolling out stock trading, more advanced trading tools, prediction markets via Kalshi, and more, amid a push to be a one-stop financial app (MacKenzie Sigalos/CNBC)
https://www.cnbc.com/2025/12/17/coinbase-prediction-markets-stock-tradin…
Crosslisted article(s) found for cs.GT. https://arxiv.org/list/cs.GT/new
[1/1]:
- AI-Generated Compromises for Coalition Formation: Modeling, Simulation, and a Textual Case Study
Eyal Briman, Ehud Shapiro, Nimrod Talmon
https://arxiv.org/abs/2512.05983 https://mastoxiv.page/@arXiv_csMA_bot/115688474865840195
- Going All-In on LLM Accuracy: Fake Prediction Markets, Real Confidence Signals
Michael Todasco
https://arxiv.org/abs/2512.05998
- Small-Gain Nash: Certified Contraction to Nash Equilibria in Differentiable Games
Vedansh Sharma
https://arxiv.org/abs/2512.06791 https://mastoxiv.page/@arXiv_csLG_bot/115689591150148735
- Characterizing Lane-Changing Behavior in Mixed Traffic
Sungyong Chung, Alireza Talebpour, Samer H. Hamdar
https://arxiv.org/abs/2512.07219 https://mastoxiv.page/@arXiv_csMA_bot/115688571373683355
- Understanding LLM Agent Behaviours via Game Theory: Strategy Recognition, Biases and Multi-Agent ...
Kiet Huynh, et al.
https://arxiv.org/abs/2512.07462 https://mastoxiv.page/@arXiv_csMA_bot/115688610063828863
- Optimal Auction Design under Costly Learning
Kemal Ozbek
https://arxiv.org/abs/2512.07798 https://mastoxiv.page/@arXiv_econTH_bot/115688939067758036
toXiv_bot_toot
Polymarket agrees to its first media partnership to supply Dow Jones outlets, including the WSJ and Barron's, with real-time prediction market trading data (Katherine Doherty/Bloomberg)
https://www.bloomberg.com/news/articles/20
Sources: China told some local tech companies to temporarily halt purchase orders for Nvidia's H200 chips while officials deliberate on import conditions (Qianer Liu/The Information)
https://www.theinformation.com/articles/china-tells-tech-…
Digital asset treasuries, one of the hottest trends in public markets in H1 2025, saw a dramatic reversal in H2; SharpLink stock has fallen 86% from its peak (Monique Mulima/Bloomberg)
https://www.bloomberg.com/news/articles/20…
Robinhood plans to launch a futures and derivatives exchange with Susquehanna in 2026 and says it's buying MIAXdx, which clears and executes derivatives trades (Hannah Erin Lang/Wall Street Journal)
https://www.
AWS announces a commitment to invest up to $50B to build AI and HPC infrastructure for the US government, starting in 2026 and adding nearly 1.3 GW of capacity (Eric Revell/Fox Business)
https://www.foxbusiness.com/markets/amazon-invest…
Google adds Gemini's Deep Search to Google Finance, which will also have prediction market data from Kalshi and Polymarket for event analysis, first in the US (Aamir Siddiqui/Android Authority)
https://www.androidauthority.com/google-finance…
Kalshi and Polymarket have partnered with social media accounts purporting to be breaking news reporters, some of which have repeatedly posted false information (Jordy Fee-Platt/The Athletic)
https://www.nytimes.com/athletic/6876922/2
Shares of Shenzhen-based OneRobotics opened flat in their HK debut after the Chinese home robotics maker raised $210M by selling 22M shares at about $9.50 each (Nikkei Asia)
https://asia.nikkei.com/business/markets/ipo/amazo…
Email: Indian crypto exchange WazirX plans to resume operations on October 24, following a court-approved restructuring, after hackers stole $230M in July 2024 (Shaurya Malwa/CoinDesk)
https://www.coindesk.com/markets/2025/10/2
Robinhood reports Q3 revenue up 100% YoY to $1.27B, vs. $1.19B est., transaction-based revenue up 129% to $730M, vs. $739M est., and net income up 271% to $556M (MacKenzie Sigalos/CNBC)
https://www.cnbc.com/2025/11/05/robinhood-hood-q3-2025-earnings.html
…
The US CFTC withdraws its 2020 guidance on the "actual delivery" of a digital asset, aiming to support broader access to regulated crypto markets (Micah Zimmerman/Bitcoin Magazine)
https://bitcoinmagazine.com/markets/cftc-scraps-overly-complex-crypto-rul…
Dating apps are pivoting to Asia as swipe-right fatigue hits the West; India, China, and Indonesia ranked among the top five markets by downloads in 2025 (Financial Times)
https://www.ft.com/content/6269bc1f-0380-4150-8bad-8ead98ba1b48
Coinbase agrees to acquire prediction markets startup The Clearing Company for an undisclosed sum; the startup was founded in 2025 and raised a $15M seed (Yogita Khatri/The Block)
https://www.theblock.co/post/383497/coinbase-to-acquire-…
Polymarket's Ukraine war betting, based on ISW's map, generated $1M in volume for "Will Russia capture Myrnohrad?"; an "unauthorized" map edit resolved the bet (Matthew Gault/404 Media)
https://www.404media.co/unauthorized-edit-
Brian Armstrong deliberately used certain words during Coinbase's Q3 call to sway $84,000 in bets on Kalshi and Polymarket over which terms would be mentioned (Bloomberg)
https://www.bloomberg.com/news/articles/2025-10-31/…
DraftKings launches DraftKings Predictions, a new app that lets customers in 38 states trade contracts on sports and financial events through prediction markets (Ira Boudway/Bloomberg)
https://www.bloomberg.com/news/articles/20
Shares of Super Bank Indonesia, a Grab-backed digital lender, rose by 24% during their stock market debut in Jakarta, after the company raised ~$168M in its IPO (Ismi Damayanti/Nikkei Asia)
https://asia.nikkei.com/business/marke
A look at Mexico City's Nuevo Polanco neighborhood, where Huawei, TikTok, and other Chinese firms have opened offices, fueling a growing Chinese tech community (Daniela Dib/Rest of World)
https://restofworld.org/2025/chinese-tech-companies-mexico-city/
CME Group says trading on its markets, including the S&P 500 and Nasdaq, was halted on November 28 due to a cooling issue at CyrusOne's data centers (Reuters)
https://www.reuters.com/business/cme-trading-halted-due-cooling-issue-data-cen…
Shares of Indian payment startup Pine Labs debuted at ~$2.73, up 9.5% from the ~$2.49 IPO price, after a $440M IPO earlier this week that was 2x oversubscribed (Soumyajit Saha/Nikkei Asia)
https://asia.nikkei.com/business/marke…
Ripple's shares trade between $135 and $170 in private markets, up ~2x-3x since early 2025, valuing the company at $22B-$30B after several major acquisitions (Nina Bambysheva/Forbes)
http://www.forbes.com/sites/ninabambysheva/2025/10/28/insid…
The AI buildout, surpassing railroads and the internet, moves Big Tech from its successful asset-light model, and prior booms have resulted in overinvestment (Kai Wu/Sparkline Capital)
https://www.sparklinecapital.com/post/surviving-the-ai-capex-boom