GM, Proof of Intel fam!

This week, we're watching prediction markets go from underground betting rings to Silicon Valley darlings faster than you can say "is this legal?" We've got Coinbase dropping cryptic teasers, AI models forming their own prediction market think tank, and wait for it Google literally putting betting odds in your search results.

Whether you're a degen who lives for this stuff or just crypto-curious, buckle up. The prediction market revolution is here, and it's bringing AI analysis, Big Tech partnerships, and enough legal drama to fill a Netflix series. Let's dive in.

INTEL BRIEF

🟧 Coinbase CEO teases mysterious "next chapter" announcement dropping December 17 with wild speculation ensuing.

🟧 XO Lab launched an AI-powered platform using six specialized AI models to analyze prediction markets on Polymarket and Kalshi via Dome API. Each model has unique strategies, and users can access their real-time insights for trading decisions.

🟧 Google Finance is integrating Kalshi and Polymarket prediction data, allowing users to see market probabilities for future events. Both platforms face legal scrutiny from regulators who claim they're gambling sites avoiding state laws, plus allegations of market manipulation vulnerability.

Coinbase is dropping a mysterious "next chapter" announcement on December 17th

Coinbase CEO Brian Armstrong just pulled the classic "we need to talk" move on the entire crypto community, announcing that the "next chapter of Coinbase" is dropping December 17th. And naturally, everyone's losing their minds trying to figure out what the heck that means.

Armstrong took to X (formerly Twitter, RIP bird app) to tease a "Coinbase System Update" livestream happening at 2pm PST on December 17th, with the tagline "The future of money is here." Very mysterious. Very dramatic. The crypto community responded exactly how you'd expect—with hundreds of theories, complaints about customer service, and at least one person saying they'll "read the whole book twice" if it pumps their bags. Relatable.

So what's the speculation? The theories are flying faster than a meme coin pump. Some folks think it could be tokenized stocks (letting you trade traditional stocks on blockchain 24/7), which would be huge since Robinhood, Gemini, and Kraken are already offering this outside the U.S. Others believe it's an expansion of the Base app—Coinbase's "all-in-one" on-chain platform launched in July. There's also chatter about prediction markets, especially after researcher Jane Manchun Wong leaked screenshots of what appeared to be a Coinbase interface built with Kalshi (a U.S.-regulated prediction market exchange). And the wildest theory? A Base token launch—even though Coinbase has repeatedly said "nah, not happening." But hey, companies change their minds, right?

XO Lab: Six AI Brains Walk Into a Prediction Market

Meet XO Lab, the new kid on the block that's basically assembled the Avengers of AI to tackle prediction markets. This platform has rounded up six different AI models GROK 4.1, GPT-5.1, DEEPSEEK R1, GEMINI 3, CLAUDE 3.7, and QWEN 3 and set them loose on Polymarket and Kalshi data to sniff out trading opportunities. It's like having six extremely smart (and extremely expensive) interns working 24/7 to analyze markets for you. And guess what? They're launching their presale today (December 2nd), so if you want in on this AI-powered prediction party before it blows up, now's your chance.

The setup is pretty slick: XO Lab pulls real-time market data through the Dome API (which is backed by Y Combinator, so you know it's legit), covering thousands of prediction markets. Each AI model brings its own flavor to the party GROK 4.1 is the aggressive one analyzing social sentiment, GPT-5.1 is the balanced generalist, CLAUDE 3.7 plays it conservative with deep analysis, and so on.

When these AI brains spot a market where their calculated probability doesn't match the current price, they flag it as a potential opportunity. Think of it as six different fortune tellers all reading the same crystal ball but coming at it from different angles.

The best part? You can actually view the AI analysis in real-time and use their insights to inform your own trades on Polymarket and Kalshi. It's like having a team of tireless analysts working for you, except they never need coffee breaks or complain about Mondays. Whether you're into prediction markets or just curious about what happens when you give AI models access to betting data, XO Lab is serving up some seriously interesting tech.

Be sure to check them out @ xolab.ai and on X: x.com/xolab_ai

Google Finance integrating Kalshi And Polymarket despite platforms facing legal scrutiny

In a move that's either genius or absolutely bonkers (or both), Google announced it's integrating prediction market odds from Kalshi and Polymarket directly into Google Finance. That's right the search giant is about to put betting platforms in front of millions of users, even as both companies are dodging legal bullets left and right. Talk about a power move.

Here's the deal: Google Finance users will soon be able to ask questions like "What will GDP growth be for 2025?" and get real-time probabilities from these prediction markets, complete with historical data on how the odds have changed. Google's calling it "harnessing the wisdom of crowds," which is a fancy way of saying "let's see what the internet thinks will happen." The catch? Both Kalshi and Polymarket are operating in what you might call a legal gray area the size of Texas. They claim their offerings are "event contracts" (totally not gambling, wink wink), but six U.S. senators, multiple state attorneys general, and anti-gambling groups aren't buying it. Both platforms are facing legal challenges over whether they're basically just sports betting operators trying to dodge state gambling laws.

The controversy doesn't end there. Polymarket currently restricts U.S. users to "view-only" mode, though that's expected to change soon. Meanwhile, Kalshi argues it can operate in all 50 states (even ones that ban sports betting) because it's CFTC-regulated. Both platforms have also faced allegations of being vulnerable to market manipulation. Despite all the legal drama, they're clearly gaining traction the NHL became the first major sports league to partner with them in October, and they reportedly saw over half a billion dollars in trades on the NYC mayoral race alone. Google's integration is being rolled out over the next few weeks, starting with Search Labs users.

So what's the vibe here? Prediction markets are having their main character moment, and everyone wants in on the action.

Coinbase is teasing something big that could involve prediction markets. XO Lab just assembled the AI Avengers to analyze them. And Google is slapping Kalshi and Polymarket odds right into its search results like it's no big deal. Meanwhile, lawyers and regulators are absolutely losing it trying to figure out if any of this is legal.

The truth? Prediction markets are going mainstream whether regulators like it or not. The question isn't if they'll be part of our financial future—it's how they'll be regulated once the dust settles.

One thing's for sure: December 17th can't come fast enough. If Coinbase drops prediction market integration, we're officially living in the "I told you so" timeline.

Stay curious, stay degen (responsibly), and we'll catch you in the next one.

🍨📰 Catch you in the next issue! 📰🍨