DraftKings and Robinhood are moving into prediction markets, which is fueling speculation about a potential Polymarket IPO in 2026. The article compares this to the EV bubble where companies like Rivian and Lucid rushed to public markets to follow Tesla's success. The general point is that companies often IPO when a sector is trendy to maximize cash raising, even if they aren't ready. It suggests it might be better to wait for the dust to settle rather than buying into the immediate IPO hype if Polymarket does go public.