Polymarket Seeks Up to $15 Billion Valuation Amidst Prediction Market 'Supercycle' and U.S. Relaunch

Polymarket, the prominent cryptocurrency-based prediction market platform, is reportedly in advanced discussions to secure new funding that could push its valuation to an estimated $12 billion to $15 billion. This development coincides with widespread sentiment among users and observers of a burgeoning "prediction market supercycle," a term recently highlighted by social media user "threadguy" who stated, "> it’s really happening polymarket supercycle." The company is also preparing for a significant regulated return to the U.S. market.

This potential valuation increase follows a substantial $2 billion investment earlier this year from Intercontinental Exchange (ICE), the parent company of the New York Stock Exchange, which valued Polymarket at $9 billion in June 2025. The surge in investor interest reflects the platform's growing influence and the increasing activity within the broader prediction market sector. Trading volumes on Polymarket and similar platforms have reached record highs throughout 2025, surpassing previous peaks.

A key strategic move for Polymarket is its planned regulated return to the United States in November 2025. This re-entry follows the U.S. Commodity Futures Trading Commission (CFTC) approval in September 2025, made possible by Polymarket's $112 million acquisition of QCX, a CFTC-licensed derivatives exchange and clearinghouse. The company's U.S. launch is expected to focus initially on the lucrative sports betting market.

Further signaling its expansion, Polymarket's Chief Marketing Officer, Matthew Modabber, has confirmed plans for a native POLY token and an associated airdrop. Modabber indicated that while the token launch has been deliberately timed, the immediate priority is the successful rollout of the U.S. application to ensure utility and longevity for the token. Rumors suggest the airdrop allocation may be tied to users' trading volumes on the platform.

The concept of a "prediction market supercycle" has gained traction, with Polymarket at its forefront, facilitating over $800 million in monthly trading volume. The platform's growing mainstream recognition was underscored by a recent cameo in a South Park episode, which many interpreted as a nod to the increasing cultural relevance of prediction markets. This confluence of significant funding, regulatory approval, and expanding user engagement positions Polymarket for a transformative period.