Kalshi loses in NY, Lovable at $13B, Figma buys into AI coding
The Big Story
New York beats Kalshi: state gambling law holds

The judge said New York gambling laws, as applied to Kalshi's sports-event contracts, are not preempted by the federal Commodity Exchange Act.

Daily Basis Take

Federal preemption failed as a shield — every state can now regulate prediction markets on sports without CFTC cover.

Kalshi's preemption loss just handed every state regulator a playbook against prediction marketsPost this before your competitors do →
via The Block
Regulation Watch
New York beats Kalshi: state gambling law holds

Federal preemption failed as a shield — every state can now regulate prediction markets on sports without CFTC cover.

Kalshi's preemption loss just handed every state regulator a playbook against prediction marketsWarn your network →
via The Block
EU regulators flag frontier AI as systemic cyber threat

ESAs backing the ESRB warning puts frontier AI squarely in the macroprudential risk frame — compliance and risk teams at EU fintechs should take notice now.

EU regulators treating frontier AI as systemic risk changes the compliance calculus for every fintech using itWarn your network →
via EBA
Money Moves
Lovable's $13B valuation tests AI-hype ceiling
$300M

A $300M raise at $13.2B for a vibe-coding tool signals peak AI-wrapper pricing — or a winner-take-most dev platform bet.

Lovable's $13B raise forces a reckoning on how we value AI-native dev toolsAdd your angle →
via Sifted
Figma buys its way into the agentic coding race
ACQUIRED

Acquiring a YC-backed agent builder signals Figma is pivoting from design tool to AI development platform before rivals close the gap.

Figma's vibe-coding acquisition signals design tools are becoming AI development platformsPost the numbers →
via TechCrunch
Quick Hits
Hackathons alone won't build regenerative finance infrastructure

Open-source community experiments are interesting but structurally can't replace the capital markets plumbing regenerative assets actually need.

Regenerative finance needs capital infrastructure, not just hackathon energyYour network needs this →
via Finextra

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