Polymarket Partners With Kaito AI to Launch Attention Markets

Polymarket has announced a partnership with Kaito AI to create prediction markets based on social media attention and public sentiment. The collaboration will allow users to bet on the popularity of trends, brands, and public figures across major platforms.

According to Forbes, Polymarket announced a partnership with Kaito AI to launch “attention markets,” allowing users to trade on public attention and sentiment toward trends, brands, and individuals based on social media data. The new markets use metrics such as “mindshare” and…

— Wu Blockchain (@WuBlockchain) February 10, 2026

The prediction market platform, which processed over $3 billion in trading volume in January alone, is expanding into what it calls “attention markets.” These new markets will quantify changes in public attention using data aggregated from X, TikTok, Instagram, and YouTube.

Kaito CEO Yu Hu explained the system tracks two key metrics. The first is “mindshare,” which measures how much people discuss a topic. The second is “sentiment,” which determines whether that discussion is positive or negative.

This data will enable entirely new market types. Examples include betting on whether Anthropic’s mindshare will exceed OpenAI’s or whether public sentiment toward Elon Musk will improve in a given month.

Polymarket Pilot Markets Show Early Traction

The partnership builds on pilot markets launched last November. One market asking how high Polymarket’s mindshare will reach by March 31, 2026, has attracted more than $1.3 million in wagers.

A second pilot market tracking crypto Twitter mindshare has generated $90,000 in volume. In these markets, traders purchase yes or no contracts that resolve on specific dates based on Kaito’s data.

For instance, a trader could spend $20 buying 100 yes contracts that Polymarket’s mindshare will surpass 80%. Kaito currently reports that metric at 62%. A successful bet would return $100, while an incorrect prediction would cost the initial $20.

Polymarket’s crypto lead Thibault said the company plans to launch dozens of attention markets starting in early March. By year’s end, hundreds of such markets should be available on the platform.

Hu stated the first markets will focus on AI-related topics. Entertainment and world events will follow throughout the coming year as the platform expands its scope.

Singapore-based Kaito, founded in 2022, has raised $10.5 million at an $87 million valuation. Investors include Dragonfly Capital, Sequoia China, and Jane Street.

The company has also been building attention markets for Noise, a prediction market startup that launched its beta last May. Noise operates as a perpetual market where users hold long or short positions on Kaito’s data rather than time-bound contracts.

Noise raised $7.1 million in January in a round led by Paradigm. The funding reflects growing investor interest in attention-based prediction markets.

Circle Partnership Strengthens Infrastructure

Separately, Circle Internet Group announced a partnership with Polymarket on February 4, 2026. The collaboration will provide native USDC settlement infrastructure for the prediction market platform.

Circle 🤝 @Polymarket

Circle has partnered with Polymarket, the world’s largest prediction market, to support the next evolution of onchain financial markets.

This partnership focuses on:
→ Bringing transparent, fully-reserved stablecoin infrastructure to prediction markets… pic.twitter.com/5lNfUPG3xu

— Circle (@circle) February 5, 2026

Polymarket will transition from Bridged USDC to native USDC in the coming months. Native USDC maintains 1:1 redeemability for US dollars through Circle’s regulated affiliates.

Circle CEO Jeremy Allaire stated that Polymarket has led innovation in connecting information speed with market speed. The partnership aims to enhance utility and speed for users.

For attention markets, the biggest challenge remains user education. Traders must understand what mindshare and sentiment mean for these markets to gain sufficient liquidity.

Hu believes combining Kaito’s data with Polymarket’s trading activity will provide more accurate public opinion assessments than traditional surveys. Marketing teams seeking better campaign measurement could benefit significantly from this data.

Thibault revealed that Polymarket’s marketing team had been using Kaito to track platform popularity before the formal partnership began. Though Polymarket has yet to fully launch in the US, the company continues expanding through high-profile collaborations.