Shreyas Hariharan

Shreyas Hariharan@HelloShreyas · 2026/04/15赛道影响

RT @khushii_w: Polymarket (@Polymarket) and Kalshi (@Kalshi) have rolled out new guardrails to curb insider trading. Months ago, Shreyas (…

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Shreyas Hariharan@HelloShreyas · 2026/04/10观点输出

Will be interesting to track this!

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Shreyas Hariharan@HelloShreyas · 2026/04/10观点输出

RT @michael_lwy: 6 new reads added to the https://t.co/WyDgP0juTe 1. States vs. Prediction Markets: The Fight Over the Meaning of 'Swap' @…

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Shreyas Hariharan@HelloShreyas · 2026/04/08赛道影响

@TheTakenUser Why do you think there’s thin volume? I understand retail demand for this maybe low but there are so many ways to hedge or express stock views through these markets

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Shreyas Hariharan@HelloShreyas · 2026/04/08政策影响

My best guess is these markets could be considered securities or derivatives of securities, so the CFTC maybe cautious

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AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Shreyas Hariharan@HelloShreyas · 2026/04/08观点输出

It would be useful to break down the stock of a company into its component parts and have prediction markets on them: - Earnings - Products sold - Headcount - Compute spend - FDA approval Why are there such few markets on this and why don't they have volume?

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AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Shreyas Hariharan@HelloShreyas · 2026/04/08观点输出

https://t.co/HZPQyNWJJB

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Shreyas Hariharan@HelloShreyas · 2026/04/07观点输出

“Don’t judge a book by its cover” -> everyone judges books by their cover “Don’t focus on status” -> everyone is obsessed with status “Be yourself” -> everyone is performing All advice is a confession about human nature - that the opposite behavior is near-universal

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Shreyas Hariharan@HelloShreyas · 2026/04/06政策影响

My assessment: Supreme Court will side with Kalshi and CFTC The definition of ‘swap’ in the Dodd Frank was intentionally broad Unlike the PASPA case, there's now a federal body (CFTC) that has a clear mandate to regulate swaps. So federal preemption supersedes states' rights

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AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Shreyas Hariharan@HelloShreyas · 2026/04/06政策影响

The case will likely make it to Supreme Court but it cuts across typical ideological viewpoints - Conservative justices are textual originalists, which favors Kalshi since the swap definition is broad. But they are also committed to states’ rights, which favors the states. - Liberal justices are typically pro-federal regulatory authority but skeptical of financial industry arguments and sympathetic to consumer protection.

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AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。