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every week I track catalysts. In the long edition of the newsletter (free) you get all the FUTURE movements to keep an eye on here's this week...
Macro
Feb 24: BTC breaks $65K, down 4.78% on the session. 365-day moving average broken for first time since March 2022. Last time this happened: 9 months to a bottom at $16K. 77% drawdown from $126K ATH = $29K target. BTC above $100K in 2026 has dropped from 84% to 55% on Polymarket.
Feb 24 (tonight): Trump delivers State of the Union. $101K in Polymarket mention markets resolves tonight. Kalshi SOTU word markets also live.
Feb 26: PPI data print. Last major inflation read before the Fed enters pre-meeting blackout for the March 17-18 FOMC meeting.
Feb 26-Mar 5: Oscar voting window open. All major awards markets will reprice in real time.
Mar 5: Oscar voting closes.
Mar 9: Portugal election. Chega (André Ventura) gaining. First major European test of populist realignment in 2026. Watch for Polymarket market creation
Mar 17-18: FOMC meeting. Fed rate cut in March currently 7% on Polymarket vs 64% implied on Kalshi’s contract. One of those is wrong.
Mar 15: Oscars ceremony. Resolution night for the full awards cluster.
Politics
Feb 24 (tonight): State of the Union. Follow-on markets will be created immediately after based on what Trump said and didn’t say.
Feb 26 (Thurs): ZachXBT investigation drops. Market live on Polymarket at $89.8K volume. Full breakdown in Leftfield.
Mar 9: Portugal election. Chega leading in prediction markets. If they enter coalition, next EU domino in populist wave.
Ongoing: Starmer survival. “Out by December 31” at 71% on Polymarket. May local elections are the real stress test.
Ongoing: Prince Andrew cluster. Mugshot by Feb 28 at 2%, charged by March 31 at 16%. Low probability, high entertainment value.
Sports
Ongoing: NBA. Oklahoma City Thunder at 35% on Polymarket for 2026 NBA title. Worth watching as the trade deadline approaches.
Ongoing: NCAA tournament bracket clarifying. Selection Sunday is March 15. Michigan at 18% (Polymarket), Duke surging. Bracket paths change everything.
Mar 15: Selection Sunday. Reshapes the entire NCAA market immediately.
Crypto
Feb 24 (today): BTC at $64.2K, down 4.78%. 365-day MA broken. Cross-asset contagion risk is real. Watch gold next week: if $4,700 breaks, real asset thesis collapses.
Ongoing: Google insider wallet (AlphaRacoon/0xafEe). $3M in, 22/23 on Google-adjacent outcomes, $1.15M profit in 24 hours. Israel opened first-ever prediction market insider trading prosecution Feb 12. US CFTC: zero enforcement actions. Most important regulatory time bomb in the space.
Ongoing: Stablecoin legislation (GENIUS Act) in Senate. Watch for USDT/USDC regulatory clarity as a BTC floor narrative.
AI/Tech
Feb 24-28: End-of-month AI model resolution window on Kalshi. Anthropic at 88% for February. Claude Opus 4.6 holds Arena #1.
Ongoing: Enterprise software selloff deepening. ServiceNow, Adobe, Salesforce all down double digits on the week. Anthropic automation tools cited as catalyst. S&P 500 correction below 6,200 priced at 58% on Kalshi.
Watch: Claude 5 release odds at 40% for April 30 on Kalshi. If confirmed, this reshapes the whole top-model market cluster for Q2. Get more on outcomealpha [dot] com
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Insider who made $400,000 on Maduro's capture at Polymarket – could turn out to be someone connected to Steven Charles Witkoff (WLFI Co-Founder)
The entire CT was talking yesterday about an insider who placed around $32k just a few hours before the well–known events in Venezuela, earning a total of $400,000.
Insider's account:
https://t.co/WAG6JeRZ3X
The market where he won the $400k:
https://t.co/s70PNUejJA
I decided to dig into the chain in search of any clues.
Found 2 wallets that were funding the @Polymarket account:
- 0x9c7fca7d24162f0dd09d853e999c3f954ed0f8d1 (https://t.co/CujwkcSqEN)
- 2i7HJJTs8Ht25H8fSjJJSsgGp2HE3umxMrcEa1Cq6hV3 (https://t.co/C7lT419DKz)
Both accounts have no transactions other than funding from the Coinbase exchange and the subsequent deposit to Polymarket.
I noticed that the second wallet (2i7HJJ) was funded from Coinbase with 252.39 SOL on January 1st at 11:53 PM UTC.
I decided to check all deposits to Coinbase within a day before the insider's wallet withdrawal and found one match with 99% accuracy.
BCcTrxcowNeUqhr4yPtAMy5PhhQ5eD8hsjHYmMS8FaV8 (STVLU.SOL) – from this wallet there was a deposit to Coinbase through a deposit address of 252.91 SOL on January 1st at 00:48 AM UTC, meaning approximately 23 hours before the withdrawal to the insider's wallet.
I noticed that this wallet had several registered ENS domains: STVLU.SOL and StCharles.SOL
And the first funder – ES6SiK66UZcsPevTgfVtKtay4o1vWUepeVvb5kfWnJXF with ENS Solhundred.sol
Moving to the latter, we see transactions of $11 million with someone with ENS Stevencharles.sol (22Tqm7fBbrGb5XmT9UkcZhSPjT1Q1DMBatacpmsJGkUz)
Steven Charles – or Steven Charles Witkoff(?), one of the co–founders of World Liberty Finance (WLFI), meaning a person who potentially had access to insider information.
All 3 wallets (STVLU.sol, Solhundred.sol, StevenCharles.sol) – are connected by the same deposit addresses on the Coinbase exchange.
From the insider account on Polymarket, the winnings of approximately $440k were withdrawn to Coinbase 18 hours ago.
14 hours ago, Fartcoin tokens worth $170k were withdrawn from Coinbase to the STVLU.sol (stcharles.sol) wallet.
Another coincidence? Or was part of the profits from insider trading on Polymarket used to buy Fartcoin?
In total, we have several interesting coincidences:
- The amount of the deposit to Coinbase and the amount withdrawn to the insider's wallet for the deposit to Polymarket match with 99% accuracy with a 23–hour difference.
- The ENS(SNS) StevenCharles.sol and StCharles.sol on these wallets match with Steven Charles Witkoff. (Together with the first point, such a coincidence looks strange, doesn't it?)
- The time interval between the withdrawal of winnings from Polymarket to Coinbase and the receipt of Fartcoin to the stvlu.sol wallet is 3–4 hours.
Your take?
Are these just coincidences, or is it really someone connected to Steven Witkoff using insider information to trade on Polymarket?
Here is a preview of the first 10 predictions for 2026...
I am dropping my full list of 20 structural predictions for the sector in the Outcome Alpha 2026 Outlook newsletter in a couple of hours. Sign up right now to get the full report delivered to your inbox...link in bio. outcomealpha [dot] com
1. The First Major “Oracle Flash Crash”: A widely relied-upon web2 data feed (e.g. a sports API or government reporting site) will fail or be compromised, causing mis-resolutions and billion-dollar instantaneous losses across linked derivatives.
2. AI Agents Surpass 50% of Maker Volume: By EOY 2026, the majority of resting liquidity across major platforms will be provided by autonomous LLM-driven agents, making human market making more obsolete.
3. The Policy Derivative as Standard Hedge: Fortune 500 CFOs will begin routinely using regulated event contracts to hedge specific legislative risks (e.g. tax code changes) as part of standard Enterprise Risk Management.
4. The EU “Grey Market” Boom: Strict national enforcement in Europe will backfire, driving massive user adoption towards decentralised, VPN-accessed protocols, creating the most vibrant unregulated liquidity pool in the world.
5. The Liquidity Aggregator Wars: As liquidity fragments across regulated, offshore, and niche platforms, “Prediction Aggregators” (think 1inch for events) will become the dominant retail interface, commoditising the underlying exchanges.
6. Hyper-Niche Vertical Venues Emerge: Generalist platforms will lose ground to specialised venues focused entirely on single verticals (e.g. a platform solely for pharmaceutical trial outcomes) that offer superior, domain-specific oracles.
7. A Major Media Acquisition: A tier-1 financial media organisation (Bloomberg, Reuters, WSJ et al) will acquire a prediction market platform or sign an exclusive, massive data licensing deal solely to own the probability feed for their terminals.
8. Corporate Insider Trading Scandal: A high-profile case will emerge involving employees of a major company using internal or public prediction markets to profit from non-public information about layoffs or product delays.
9. The US Supreme Court Takes a Sports Case: The conflict between federal CFTC regulation of sports contracts and state-level gambling taxes will escalate to the Supreme Court to decide preemption once and for all.
10. Weather Markets Outpace Politics (Q2/Q3): During the non-election months, combined volume for weather and climate-related parametric hedging will surpass political trading volume for the first time.