Discord’s confidential January 2026 SEC filing and engagement of Goldman Sachs and JPMorgan have yet to yield a public S-1, shifting the base case for an IPO into late 2026 or 2027 amid softer conditions for consumer platforms. Secondary-market indications near $8.5 billion—well below the 2021 $15 billion peak—anchor the closely matched market-implied odds, with the 11–14B bracket at 28.2% implied probability edging the 8–11B outcome at 24.5%. Trader consensus reflects uncertainty over monetization progress (Nitro subscriptions and advertising traction supporting ~200 million monthly active users and roughly $600–950 million in revenue) versus valuation compression and competitive positioning relative to AI-heavy 2026 listings. Key swing factors include a public filing, FOMC-driven risk appetite, and any revisions to forward revenue multiples before the December 2027 resolution window.
สรุปจาก AI ทดลองที่อ้างอิงข้อมูลจาก Polymarket ไม่ใช่คำแนะนำในการเทรดและไม่มีผลต่อการตัดสินตลาดนี้ · อัปเดตแล้ว11–14B 28.1%
8–11B 25%
No IPO by December 31, 2027 22.1%
5–8B 10.8%
$46,528 ปริมาณ
$46,528 ปริมาณ
<5B
6%
5–8B
11%
8–11B
25%
11–14B
28%
14–17B
2%
17–20B
7%
20B+
7%
No IPO by December 31, 2027
22%
11–14B 28.1%
8–11B 25%
No IPO by December 31, 2027 22.1%
5–8B 10.8%
$46,528 ปริมาณ
$46,528 ปริมาณ
<5B
6%
5–8B
11%
8–11B
25%
11–14B
28%
14–17B
2%
17–20B
7%
20B+
7%
No IPO by December 31, 2027
22%
If no such IPO occurs by December 31, 2027, 11:59 PM ET, the market will resolve to "No IPO by December 31, 2027".
Market capitalization expresses the monetary value of a company’s outstanding shares, stated in its pricing currency.
It is calculated as the total number of outstanding shares, multiplied by the official closing share price of the publicly traded class on the first trading day.
If necessary, to accurately capture the company’s total market capitalization, rather than a stock-class-specific market capitalization, the calculation will include all outstanding share classes and apply any stated conversion ratios to the publicly traded class. Where no conversion right exists, such shares will be counted at their stated outstanding amount without discount, unless official filings explicitly specify differently.
The number of outstanding shares will be determined from official company filings or disclosures (e.g., SEC filings). The closing share price on the first trading day will be determined from the primary exchange’s official listing page.
If the relevant value falls exactly between two brackets, this market will resolve to the higher range bracket.
The primary resolution source for this market will be official company filings and the primary exchange’s official listing page. The market capitalization will be determined through appropriate calculation using the total outstanding shares and the closing price from the first day of trading.
In the event of an interruption in the normal trading session on the specified company’s first day of trading (e.g., a circuit breaker or half-day), the market will resolve according to the official closing price of the abbreviated session. If no such official closing price is published, the market will resolve according to the next trading day on which an official closing price is published, treating that day as the first day of trading for the purposes of this market.
ตลาดเปิดเมื่อ: Jun 26, 2026, 5:50 PM ET
ผู้ตัดสินผล
0x69c47De9D...If no such IPO occurs by December 31, 2027, 11:59 PM ET, the market will resolve to "No IPO by December 31, 2027".
Market capitalization expresses the monetary value of a company’s outstanding shares, stated in its pricing currency.
It is calculated as the total number of outstanding shares, multiplied by the official closing share price of the publicly traded class on the first trading day.
If necessary, to accurately capture the company’s total market capitalization, rather than a stock-class-specific market capitalization, the calculation will include all outstanding share classes and apply any stated conversion ratios to the publicly traded class. Where no conversion right exists, such shares will be counted at their stated outstanding amount without discount, unless official filings explicitly specify differently.
The number of outstanding shares will be determined from official company filings or disclosures (e.g., SEC filings). The closing share price on the first trading day will be determined from the primary exchange’s official listing page.
If the relevant value falls exactly between two brackets, this market will resolve to the higher range bracket.
The primary resolution source for this market will be official company filings and the primary exchange’s official listing page. The market capitalization will be determined through appropriate calculation using the total outstanding shares and the closing price from the first day of trading.
In the event of an interruption in the normal trading session on the specified company’s first day of trading (e.g., a circuit breaker or half-day), the market will resolve according to the official closing price of the abbreviated session. If no such official closing price is published, the market will resolve according to the next trading day on which an official closing price is published, treating that day as the first day of trading for the purposes of this market.
ผู้ตัดสินผล
0x69c47De9D...Discord’s confidential January 2026 SEC filing and engagement of Goldman Sachs and JPMorgan have yet to yield a public S-1, shifting the base case for an IPO into late 2026 or 2027 amid softer conditions for consumer platforms. Secondary-market indications near $8.5 billion—well below the 2021 $15 billion peak—anchor the closely matched market-implied odds, with the 11–14B bracket at 28.2% implied probability edging the 8–11B outcome at 24.5%. Trader consensus reflects uncertainty over monetization progress (Nitro subscriptions and advertising traction supporting ~200 million monthly active users and roughly $600–950 million in revenue) versus valuation compression and competitive positioning relative to AI-heavy 2026 listings. Key swing factors include a public filing, FOMC-driven risk appetite, and any revisions to forward revenue multiples before the December 2027 resolution window.
สรุปจาก AI ทดลองที่อ้างอิงข้อมูลจาก Polymarket ไม่ใช่คำแนะนำในการเทรดและไม่มีผลต่อการตัดสินตลาดนี้ · อัปเดตแล้ว



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