The prediction markets sector is undergoing a major strategic shift following the recent tie-up between Robinhood and the Crypto.com ecosystem. By integrating the event contracts offered by OG.com, Crypto.com’s specialized division, Robinhood is expanding its catalog while securing minority stakes in both entities. This move allows the American platform to diversify its offering at a lower cost, avoiding the complex in-house development of such solutions while aligning with a player whose meteoric growth has led to an independent valuation of $5 billion.
The performance delivered by OG.com fully justifies this interest. Since its launch under CFTC regulation in February 2026, the platform has seen its weekly activity multiply fortyfold in just six months. This momentum reflects a rapidly exploding market: throughout 2026, over 16 billion event contracts have already passed through Robinhood’s tools. With more than one million active users in this specific segment, trading volume now exceeds the cumulative totals of the previous year, confirming investors' growing appetite for these new types of derivative instruments.
This alliance marks a turning point in the sector's competitive landscape. While Kalshi was previously the primary and near-exclusive provider of contracts listed on Robinhood, its position is now being seriously challenged. By multiplying partnerships—with ForecastEx, Rothera, and now OG.com—the broker is adopting an "à la carte" sourcing strategy. This diversification of sources reduces Robinhood's reliance on a single provider and intensifies competition among suppliers to be featured on its storefront, a crucial stake as Kalshi simultaneously seeks to close a funding round valuing its entity at nearly $40 billion.
Financial prospects for prediction markets look promising. Analysts, notably at Bernstein, project that the revenue generated by these products could reach $1.7 billion annually by 2028. Even more significantly, these revenues could surpass those from cryptocurrency trading as early as the second quarter of 2026 on the platform. By betting on this vertical, Robinhood is positioning itself at the heart of a major transition where betting on real-world events is becoming a full-fledged asset class, capable of rivaling the transaction volumes of traditional markets and digital assets.