2026 Membership Book FINAL

Case 1:25-cv-14723 Document 10-1 Filed 08/19/25 Page 14 of 34 PageID: 86

the contract expires, and prices respond accordingly. These markets may be at risk of market

manipulation and other market distortions and inefficiencies. Sportsbooks, by comparison, have

a line set by the house, which is typically set ahead of time and, once a bet is placed, does not

change for that bet. Gamblers bet directly against the house, and once a position is entered,

gamblers typically do not have the option to exit their position. Sportsbooks risk exploitation of

gamblers due to the power imbalance between the house and the gambler. Based on these

different risks, it makes sense that contract markets and sportsbooks are subject to two different

modes of regulation. The federal regulations that govern commodity futures and swaps trading

have as a major focus creating and maintaining fair and efficient markets for trading, see

17 C.F.R. §§ 38.250, 38.151, whereas sportsbooks are regulated by state law and subject to the

police powers of the state to halt and remedy any exploitation of gamblers.

B.

Futures Commission Merchant Regulation by the CEA and CFTC

Robinhood is registered with the CFTC as a futures commission merchant (“FCM”).

Declaration of James B. Mackenzie in Support of Plaintiff Robinhood’s Motion for a Temporary

Restraining Order and Preliminary Injunction (“Mackenzie Decl.”) ¶ 3. As relevant here, an

FCM is “an individual, association, partnership, corporation, or trust that is engaged in soliciting

or in accepting orders for the purchase or sale of a commodity for future delivery; a security

futures product; a swap” or certain other transactions and “in or in connection with [those

activities], accepts any money, securities, or property (or extends credit in lieu thereof) to

margin, guarantee, or secure any trades or contracts that result or may result therefrom.”

7 U.S.C. § 1a(28) (subsection headings omitted). FCMs must register with the CFTC unless they

fall within certain exemptions. Id. § 6f; 17 C.F.R. § 3.10(c).

Similar to a registered DCM (such as Kalshi), registered FCMs such as Robinhood must

comply with a host of federal requirements. FCMs are subject to reporting requirements to the

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