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DKNGBULLISHCore thesis · 5/5

Prediction markets overblown as DraftKings threat

The bull case argued that the existential threat from prediction markets like Calci and Polymarket is overblown, citing historical evidence from the UK where they coexist with sportsbooks at only ~5% market share.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE