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Prediction markets' growing influence on elections sparks regulatory concerns

Created at 8 Sep · 11:21 AM1 source↑ Market-relevant
IN SHORT

Trading on prediction markets tied to election outcomes is surging, raising concerns among election administrators about potential impacts on democratic confidence and voter behavior. States are seeking to regulate or ban these platforms, viewing them as unlicensed casinos.

Key Numbers

1 to 99 centstypical price range for prediction market contracts

Who's Involved

Jared DeMarinis
Administrator for the Maryland State Board of Elections
Polymarket
Prediction market platform
Kalshi
Prediction market platform
Joshua Mitts
Columbia Law School professor researching corporate and securities law
Laurie Buckhout
North Carolina congressional candidate suspended by Kalshi
Spencer Pratt
Republican candidate in Los Angeles mayoral primary
Jim Allen
Elections director in Delaware County, Pennsylvania
Ben Schiffrin
Director of securities policy for Better Markets

↳ Why This Matters

The increasing use of prediction markets in elections raises significant questions about their potential to influence voter behavior, public perception, and overall confidence in democratic processes, prompting regulatory scrutiny and debate.

Key facts

  • Trading on prediction markets tied to election outcomes is increasing significantly.
  • Election administrators worry that financial incentives on these markets could damage public confidence in democracy.
  • Platforms like Polymarket and Kalshi allow trading on election results, with prices reflecting probable outcomes.
  • States are pursuing legal action to regulate or ban prediction markets, citing gambling laws.
  • Concerns include the potential for wealthy individuals to manipulate odds and influence voter turnout or perception.

Trading on prediction markets, which allow participants to buy and sell contracts based on the probable outcome of events like elections, has surged. This trend is causing concern among election administrators who fear it could further damage public confidence in democratic processes. Platforms such as Polymarket and Kalshi are at the center of this activity, with contracts typically priced between 1 and 99 cents.

Election officials nationwide are grappling with how to address these markets, with some states attempting to outlaw them as unlicensed casinos or betting on elections. The core worry is that pervasive financial incentives could lead people to believe they can influence election results, thereby undermining faith in the integrity of the vote. Jared DeMarinis, administrator for the Maryland State Board of Elections, described it as a "troubling trend."

Officials from Kalshi and Polymarket, however, argue that their platforms are akin to stock or commodity trading, serving as a means for individuals to hedge against potential policy impacts of election outcomes. They also assert that insider trading protections are in place, with Kalshi citing an instance where it suspended a North Carolina congressional candidate for trading on her own race. The platforms also claim their markets correlate strongly with actual outcomes, with traders incentivized to bet on the correct results.

Despite these assurances, prediction markets have faced scrutiny. In one instance, they heavily favored a losing candidate in a Wisconsin gubernatorial primary, mirroring poll inaccuracies. In Los Angeles, online influencers pointed to market odds favoring a Republican mayoral candidate as evidence of alleged election manipulation. Courts are currently handling litigation over whether states have the authority to regulate or ban these markets under existing gambling laws.

With courts unlikely to rule before the upcoming elections, trading on these platforms is expected to reach unprecedented levels across most states. Billions of dollars could be traded on questions concerning control of the House and Senate, as well as gubernatorial races. Election officials are discussing strategies to educate the public about the difference between prediction market odds, polls, and vote counts, and to implement policies that protect election integrity. Some, like Jim Allen in Delaware County, Pennsylvania, are considering adding prediction market trading to election worker oaths. Concerns also persist that wealthy partisans could use large bets to sway public opinion or discourage voters, potentially influencing election outcomes.

Frequently asked questions

Prediction markets are platforms where participants can buy and sell contracts tied to the probable outcome of future events, including elections. Prices of these contracts reflect the market's collective belief about the likelihood of an event occurring.

Administrators worry that the financial incentives involved in prediction markets could damage public confidence in election integrity and potentially influence voter behavior or perceptions of fairness.

Platforms like Polymarket and Kalshi argue that their markets are similar to stock trading, allowing for hedging against policy changes, and that they have insider trading protections in place.

The legality is contested, with ongoing litigation in various states over whether these platforms should be regulated as unlicensed casinos or banned under laws against betting on elections.

What Happens Next

01Courts are expected to continue hearing litigation over state regulation of prediction markets.
02Election administrators may implement new policies, such as adding prediction market trading to election worker oaths.
03Trading on prediction markets is anticipated to reach new heights in upcoming elections.

How It Developed

Prediction market trading volume has increased significantly, with contracts tied to election outcomes.
Election administrators express broad concerns that financial incentives on prediction markets could further erode confidence in elections.
Platforms like Polymarket and Kalshi allow users to trade contracts on election results, with prices ranging from 1 to 99 cents.
Some analysts and platform officials argue that prediction markets are similar to stock trading and serve as a form of hedging against policy changes.
Kalshi and Polymarket claim to have insider trading protections, with Kalshi having suspended a candidate for trading on their own race.
Litigation is ongoing regarding whether states can regulate or ban prediction markets under gambling laws.
States are considering measures to protect election integrity, such as adding prediction market trading to election worker oaths.
Concerns exist that wealthy partisans could manipulate odds to sway public opinion or discourage voters.

Sources

T1
2026’s elections could test how heavy trading on prediction markets affects races and resultsAP News

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