Polymarket Partners with Kaito AI to Launch 'Attention Markets' for Betting on Social Sentiment

Feb 10, 2026, 9:53 p.m. 5 sources positive

Key takeaways:

  • This partnership signals growing institutional interest in quantifying social sentiment as a tradable asset class.
  • The focus on crypto and AI sectors first suggests these are perceived as the most sentiment-driven markets.
  • Polymarket's rapid growth indicates prediction markets are gaining mainstream traction as alternative data sources.

Prediction market platform Polymarket has announced a strategic partnership with AI analytics firm Kaito to launch a novel product called "Attention Markets." This system will enable users to place bets on the popularity and public perception of brands, trends, and topics based on real-time social media data.

The core of the new markets relies on two proprietary metrics processed by Kaito's AI: "mindshare," which measures the volume of conversation around a topic, and "sentiment," which classifies those discussions as positive or negative. These metrics will form the basis for creating tradable contracts on Polymarket's decentralized platform.

The data will be aggregated from major social platforms including X (formerly Twitter), TikTok, Instagram, YouTube, Reddit, Discord, Telegram, and news publications. The initial rollout, scheduled for early March, will focus on the cryptocurrency and artificial intelligence sectors. Plans are to expand progressively throughout the year into finance, entertainment, sports, and geopolitics.

Polymarket confirmed it will launch dozens of these markets starting in March and aims to scale to "hundreds, and potentially thousands" by year's end. The company previously tested the format in November 2025 with two pilot markets powered by Kaito data. One tracked Polymarket's own mindshare growth, surpassing $1.3 million in volume, while another followed "Crypto Twitter" mindshare, accumulating nearly $90,000 in trading activity.

Kaito will integrate these Attention Markets directly into its main website and also launch a standalone platform dedicated to the product. Separately, Kaito is developing similar markets for a different project called Noise, which operates with perpetual contracts based on the same metrics. Noise raised $7.1 million in a January funding round led by Paradigm.

The partnership arrives as Polymarket experiences significant growth, processing $7.66 billion in volume in January 2026—a 44% increase from December and its fifth consecutive month of expansion. For context, competitor Kalshi recorded $9.55 billion in the same period.

Kaito, founded in 2022 and headquartered in Singapore, has raised $10.5 million in funding at an $87 million valuation, with backing from Dragonfly Capital, Sequoia China, and Jane Street.

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