Bitsize Digest
Investing, Personal Finance & Life
Food for Thought
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The House Edge – Regulatory Pressure Heats Up in Prediction Markets
What the house knows. Occasionally. Issue #04 | June 21, 2026 THE LEAD At the Jefferies Nantucket Consumer Conference this week, DraftKings, Flutter, and RSI all told the same story: World Cup is fine, but the NFL season is the buildout they’re actually racing toward. DraftKings wants “additional prediction-related updates” before September. Flutter is trying… Read more
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The House Edge #3 | June 13, 2026
What the house knows. Occasionally. Issue #03 | June 13, 2026 THE LEAD The CFTC draws the line — and most of prediction markets lands on the legal side On Wednesday, the CFTC dropped its 267-page NPRM on prediction markets. Most concrete regulatory signal the industry has received. Market reaction told you almost everything: DraftKings… Read more
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The House Edge | Issue #2
What the house knows. Occasionally. Issue #02 | June 6, 2026 THE LEAD Two deals, $35B+, one week: US public gaming is being taken private. Fertitta Entertainment agreed on May 28 to buy Caesars for $17.6B ($31/share, 49% premium, $11.9B debt assumed) — the largest casino acquisition in US history. Four days later, People Inc.… Read more
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The House Edge
What the house knows. Weekly. Issue #01 | June 1, 2026 The Lead Minnesota became the first US state to make operating prediction markets a felony when Gov. Tim Walz (D-MN) signed SF4760 on May 18. Within days, both Kalshi and the CFTC filed separate lawsuits to block it — the same week Kalshi closed… Read more
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Richard Feynman’s Love Letter to his Wife
Richard Feynman is remembered as one of the greatest physicists of the 20th century. Yet his 1946 love letter to his late wife, Arline, reveals a completely different dimension — one that is tender, vulnerable, and deeply human. Read more
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Cirsa IPO – The Boring but Cash Cow Business Overview
CIRSA has announced an IPO, looking to raise 460m EURs at a TBD valuation. A comprehensive overview of the Spain + Latam gaming omnichannel business including Casinos, Slots, and Digital Gaming segments. Read more