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BUVCG Research – Polymarket and Kalshi

BUVCG Research – Polymarket and Kalshi

Boston University Venture Capital Group
November 11, 2025

Hi everyone,

Quick update from BUVCG Research.

Our first set of research pieces on prediction markets is now live:

Polymarket Deep Dive
https://medium.com/buvcg-research/polymarket-deep-dive-06afa8c9a02b
Kalshi Deep Dive
https://medium.com/buvcg-research/kalshi-deep-dive-555deba7f004

These articles break down both companies across thesis, founding story, product, market, key opportunities, and key risks, with fully source-backed analysis.

Our next project will focus on defense tech, with upcoming deep dives on:

Anduril Industries
Shield AI

Those pieces will also be shared with leadership at both companies once they’re complete.

If you’d like to keep up with future work, you can follow BUVCG Research on Medium here:

https://medium.com/buvcg-research

Best,
Pramay Jain
Director of Research