
About this episode
Strategy sold Bitcoin in May and disclosed the sale via SEC filing in June. The Polymarket market on that sale resolved to no sale in May, with tens of millions of dollars on one question: does the trade date control, or the disclosure date?
Sam Enzer and Steven Ehrlich map the dispute, the oracle governance concentration risk behind it, and the practical checklist for diligencing any prediction market bet before placing it.
Host:
Steven Ehrlich, Host of Bits + Bips and Head of Research at Sharplink - https://x.com/Steven_Ehrlich
Guest:
Sam Enzer - Partner and CahillNXT Co-Chair at Cahill Gordon & Reindel
This clip is from a longer conversation on prediction market law, insider trading, and oracle risk. Full episode here: https://youtube.com/live/Lo6g6VBF46U
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