An advertisement for Polymarket at a subway station in New York, USA, on Thursday, February 5, 2026.
Michael Nagle | Bloomberg | Getty Images
Prediction market platform Polymarket has completed its first block trade in an artificial intelligence computing infrastructure related contract shared exclusively with CNBC.
The six-figure deal was between digital asset brokerage firm FalconX and trading technology startup Anera Labs. FalconX and Anera Labs traded under an agreement related to a benchmark that tracks the Ornn Compute Price Index. Nvidia’s H100 GPU chip rental price.
“Prediction markets are emerging as one of the most powerful venues for institutional block trading, and this transaction is proof of that,” Brooke Lisette, head of institutional liquidity at Polymarket, said in a statement. “Institutional investors using Polymarket to hedge their real-world GPU computing exposure at scale is exactly the future we have been aiming for.”
Block trades are large private trades that are typically executed outside of the open market to avoid price fluctuations. This is a common occurrence for stocks on Wall Street’s big trading desks.
The announcement comes just over a month after Polymarket’s biggest rival, Kalsi, completed its first block trade on its prediction market platform. However, Polymarket said in a statement that this is the first institutional prediction market trading on-chain, as its international platform runs on the Polygon blockchain.
Polymarket CEO Shayne Coplan on the floor of the New York Stock Exchange (NYSE) on Thursday, November 13, 2025 in New York, USA.
Michael Nagle | Bloomberg | Getty Images
Polymarket’s international exchange is separate from the company’s U.S. platform, which launched in December after being banned from operating in the country in 2022 for not properly registering with regulators. The Commodity Futures Trading Commission, the federal regulator of prediction markets, and the Department of Justice dropped their investigations into the company in July without filing charges. The CFTC regulates Polymarket’s U.S. platform.
Over the past year, trading volumes in prediction markets have skyrocketed thanks to retail traders, but platforms are increasingly looking to institutional traders as the next place for growth. FalconX will serve as a dedicated market maker for future block trades on Polymarket’s platform, the company said.
“This transaction highlights the accelerating demand for financial infrastructure in the computing space,” Ravi Doshi, co-head of global markets at FalconX, said in a statement. “We are proud to work with pioneers like Polymarket to bring deeper liquidity and clearer price discovery to this important and rapidly evolving commodity market.”
Disclosure: CNBC and Kalsi have a commercial relationship that includes customer acquisition and minority ownership.
