Jump Trading prediction markets deal sees the firm gain equity in Kalshi and Polymarket by signaling institutional adoption.
Author: Kritika Gupta
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10th February 2026- Jump Trading prediction markets are moving closer to the financial mainstream as Chicago-based proprietary trading firm Jump Trading prepares to receive equity stakes in Kalshi and Polymarket in exchange for providing market-making liquidity. The deal highlights how Jump Trading prediction markets activity is shifting from experimental participation to long-term ownership.
Under the reported agreements, Jump will provide continuous two-sided liquidity using its own capital. In return, it will gain ownership exposure rather than relying solely on trading fees. Notably, Jump’s equity stake in Kalshi will be fixed. Meanwhile, its stake in Polymarket will scale over time based on the amount of trading capacity and liquidity it supplies to U.S.-facing operations.
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CoinMarketCap
@CoinMarketCap
LATEST: 💰 Jump Trading is acquiring stakes in prediction market platforms Polymarket and Kalshi in exchange for providing market-making services, according to Bloomberg. https://t.co/2RGO8uQ8L6
04:52 AM·Feb 10, 2026
Coin Bureau
@coinbureau
🚨JUMP TRADING TO STAKE IN PREDICTION MARKETS Jump Trading will receive equity stakes in Kalshi and Polymarket in exchange for providing liquidity. Jump’s Kalshi stake is fixed, while its Polymarket stake scales up over time based on how much trading capacity it brings to U.S. https://t.co/XT6xC4KnDY
04:45 AM·Feb 10, 2026
Bloomberg
@business
Jump Trading is set to gain small stakes in Kalshi and Polymarket in exchange for providing liquidity on the prediction-market platforms, according to people with knowledge of the matter https://t.co/IQTf2zaUHx
05:04 PM·Feb 9, 2026
Prediction markets have rapidly evolved from niche betting platforms into a high-volume asset class. This transformation accelerated during major global events, particularly the 2024 U.S. presidential election, which drove unprecedented user participation and trading activity. As interest expanded into sports, economics, and real-time forecasting, Jump Trading prediction markets exposure aligned with a clear growth trend.
Against this backdrop, Kalshi and Polymarket saw dramatic volume growth. In January 2026, sector-wide monthly trading volume reached approximately $17.21 billion. Kalshi alone processed around $9.55 billion during that month, up sharply from about $175 million one year earlier.
However, this growth revealed a structural challenge. Liquidity on many prediction markets remained inconsistent and heavily dependent on retail participation. During periods of high volatility, spreads widened and larger trades often moved prices significantly. Consequently, platforms began seeking professional market makers to deliver tighter spreads, deeper order books, and a more reliable trading experience.
Importantly, Jump’s move follows earlier institutional involvement. In April 2024, Susquehanna International Group became one of the first major market makers on Kalshi. That partnership significantly improved liquidity, delivering up to 30 times more depth in supported markets and meaningfully tighter spreads.
Following this, firms such as DRW and Galaxy Digital explored or launched prediction market initiatives. Jump itself had already begun quietly providing liquidity on Kalshi in late 2025. However, Jump Trading prediction markets deals stand out because they include equity incentives rather than pure market-making arrangements.
Relative positioning against past updates or peers
Under the current agreements, Jump will act as a committed market maker. It will continuously quote prices, absorb order flow, and reduce slippage for traders.
The Kalshi deal offers Jump stable ownership in a fully regulated U.S. exchange. In contrast, the Polymarket structure directly links equity accumulation to liquidity performance. This approach aligns incentives closely, encouraging Jump to scale its involvement as platform activity grows.
For the platforms, the model secures high-quality liquidity without large upfront cash costs. For Jump, it provides long-term upside exposure to a fast-growing sector that complements its expertise in quantitative trading, crypto, and traditional markets.
The involvement of a firm like Jump could materially improve market efficiency. Deeper liquidity should reduce slippage, improve price discovery, and make prediction markets more attractive to institutional participants seeking to hedge event-driven risks or extract probabilistic signals.
More broadly, analysts view this development as further validation that prediction markets are maturing into mainstream financial infrastructure. While regulatory scrutiny and insider-risk concerns remain, deals like this accelerate professionalization.
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