Clear Street analysis from late December 2025 identified Circle Internet Group as a potential long-term winner. The research highlights a significant growth opportunity for Circle, driven by the expansion of prediction markets. No major announcements were made on January 4, 2026.
Clear Street anticipates 2026 will be a "breakthrough year" for this sector. The firm projects the prediction market's annual volume could swell to $1.2 trillion.
Circle, alongside Coinbase, is well-positioned to capitalize on this trend. Circle boasts robust infrastructure, compliance expertise, and settlement services—all integral to the sector's operations. The company will benefit indirectly through its core services as the market expands.