Analysis: 2026 Prediction Market Heats Up but Opposition May Intensify, "Musk Trade" Expands Territory

Odaily reports that Yahoo Finance has released four major uncertainties for 2026, including:

1. Tech giants break through the AI bubble theory. Despite ongoing discussions about an AI bubble and renewed investor skepticism towards data infrastructure spending, tech giants have not changed course.

2. The inevitable chaos accompanying the appointment of the next Federal Reserve Chair could overshadow any subsequent progress on inflation.

3. Prediction markets are booming, but opposition is also rising. Not wanting to let Robinhood have all the glory, Coinbase, through its partnership with Kalshi, allows users to trade on the outcomes of real-world events. The growth and popularity of prediction markets represent a novel way to gauge sentiment, but simultaneously raise questions about misconduct, the scope of probability coverage influencing outcomes, and the intrusion of new financial instruments into more aspects of our lives.

4. The "Musk Trade" territory expands. The potential IPO of rocket company SpaceX is worth watching, forming a clever "reverse operation" compared to his move to take X private.