Polyfund

BREAKING: States CANNOT regulate prediction markets. A US appeals court ruled 2-1 that the Commodity Exchange Act preempts state the CFTC, not individual states, has exclusive jurisdiction over prediction market event contracts. A major win for @Kalshi and @Polymarket New Jersey, Nevada and Arizona tried to ban prediction markets, arguing their sports event contracts were illegal gambling under state law. The federal responde was overwhelming: - Appeals court ruled in Kalshi's favor - DOJ and CFTC sued states to block state regulation

The most important regulatory wins in crypto history are all on the line this November: - Clarity Act - Stablecoin legislation - 401(k) access - Crypto market structure. And the wrong election cycle takes them all away. On Polyfund, you can donate to pro-crypto political candidates and organizations. We make it simple, transparent, and 100% compliant to back the candidates and groups fighting for crypto’s future. Join the fight: polyfund.us

@WhiteHouse easy to say, extraordinarily hard to keep and they kept it 👏👏👏

In the United States military, we leave no American behind.

@KobeissiLetter what about press freedom? the story was about a missing pilot, and the public had an interest in knowing

BREAKING: President Trump says his administration will contact the person who published the article "leaking" that the second US F-15E pilot was missing on Friday. Trump says the author of this article will "go to jail" if they do not release the name of the person who leaked this information.

📊Polymarket announces its biggest infrastructure overhaul since launch. - New trading engine with lower gas costs - New order book - New native USD stablecoin backed 1:1 by USDC The context: Polymarket is raising at a $20 billion valuation and facing growing competition from Kalshi, Coinbase, Crypto.com and DraftKings. The prediction market wars are just getting started.

@FoxNews 48 hours alone on the ground in IRAN whatever your politics, that man has to earned something this week 🇺🇸🫡

NEW: "In a breathtaking show of skill and precision, lethality and force, America's military descended on the area." "The heroic F-15 Weapon System Officer had evaded capture on the ground in Iran for almost 48 hours. That's a long time when you're in tough shape, and when you're bleeding." – President Trump

@KobeissiLetter the last time outflows this large happened was April 2025 and look up what was happening in markets that week history does not repeat but it rhymes loudly

BREAKING: Investors sold -$5.35 billion of US investment-grade corporate bond funds in the week ending April 1st, the largest outflow since April 2025. This also marks the first outflow since November, and only 2nd over the last 12 months. As a result, the investment-grade corporate bond ETF, $LQD, fell -2.1% in March, the largest monthly decline in 11 months. Furthermore, US high-yield bond funds have recorded outflows for 8 consecutive weeks, while leveraged loan funds have posted outflows in 5 of the last 6 weeks. Global investment-grade and high-yield bond funds saw -$7.90 billion in combined outflows last week, the largest since April 2025. The credit market is under pressure.

@Kalshi that's a bold estimate for a country that has been preparing for this exact scenario for 40 years unless he's talking nuclear weapons

JUST IN: Trump says entire Iran could be taken out in "one night" — and it could be tomorrow.

@MarioNawfal Trump: 8pm strike Iran: nah we’re busy, try 1am savage 😂

🇿🇼🇮🇷🇺🇸 This is getting surreal. Iran Embassy in Zimbabwe publicly asking Trump to… reschedule his deadline. “8 PM is not that good. Maybe 1–2 PM. Or even 1–2 AM.”

@Barchart buckle up... the oracle of Omaha is usually right about the timing

Berkshire Hathaway is now sitting on a staggering $373 Billion in Cash, enough to buy 480 companies in the S&P 500 🚨🚨

@WatcherGuru $13 trillion is larger than the entire US stock market in 2000 👀

JUST IN: JPMorgan says tokenized real-world assets market could grow to $13 trillion by 2030.

🫏🇺🇸 JUST IN: Kalshi onboards ex-Democratic strategist among legal troubles. Stephanie Cutter, a political consultant who used to work for Obama and co-founded Precision Strategies, is now part of the @kalshi team, in an effort to strengthen their connections in D.C. and beyond. On top of that, Kalshi has Donald Trump Jr. advising them too. Right now, they’re juggling several legal challenges: - The DOJ and CFTC are taking on three states to protect prediction markets from being labeled as gambling. - Democratic lawmakers are trying to push through bills that would prevent politicians from trading on prediction markets. - Trades related to the Iran war that have caught the attention of Congress.

@jacqmelinek the absence of advertising has become the premium product 😅

@WatcherGuru @vladtenev the internet never closes, email never closes, your bank app never closes. the idea that the market itself closes is genuinely an artifact of a different century.

JUST IN: Robinhood CEO Vlad Tenev says "markets closing at the end of the day is a legacy design choice." "Tokenization opens the door to a system that looks more like the internet itself."

📊 Republicans Get Major Warning Sign From Young Voters: Poll - Trump's approval among 18-24 year olds has dropped from 38% to 25% since February. - Among young Republicans under 45, only 33% say they're extremely motivated to vote in November. - Americans who dislike both parties prefer Democrats by 31 points in the midterms. - Prediction markets already give Democrats an 84% chance of flipping the House. This poll explains why.

@visegrad24 fun fact: this is the first American aircraft lost in direct combat with Iran in modern history

BREAKING: Karoline Leavitt has told CNN that Trump has been briefed on the downing of an American fighter jet this morning over Iran.

@Kalshi every "recession is imminent" Substack writer is currently editing their draft rn 😅

JUST IN: The US economy added 178,000 jobs in March, crushing expectations of 65,000

🇺🇸 OPINION: Washington is deciding which crypto firms sit inside the banking systems, and these are the ones it chose: Circle, Ripple, BitGo , Paxos, Bridge, Crypto.com and Coinbase. The stakes are enormous. Stablecoins are a $310 billion market today, with Standard Chartered forecasting $2 trillion by 2028. The custodians and reserve managers holding that infrastructure collect margin on every dollar that flows through it.

@Kalshi every war ends with someone deciding the cost is too high.... Iran just sent the first public signal that someone inside is doing the math

JUST IN: Iran's former top diplomat urges deal with US to end war

@brian_armstrong @coinbase Bullish perfect time to drop some $BASE

.@Coinbase has received conditional OCC charter approval. We're not becoming a bank, it's a trust company. We're bringing the infrastructure of crypto under federal regulatory oversight.