@Prithvir12 PJ
Prediction markets are gaining traction, with notional volumes reaching $1.3 billion and over [---] million transactions across platforms like Kalshi, Polymarket, and others. Regulatory clarity is being sought, with a joint SEC-CFTC roundtable discussing the need for clear rules on DeFi, event contracts, and tokenization. The industry is also exploring new tools, such as leverage and modern portfolio theory, to further develop prediction markets.
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Social Influence
Social category influence finance 43.24% cryptocurrencies 36.94% stocks 16.22% technology brands 11.71% exchanges 5.41% social networks 3.6% countries 2.7% automotive brands 1.8% celebrities 1.8% travel destinations 0.9%
Social topic influence prediction #650, market #2451, token 17.12%, ai 16.22%, kalshi #122, polymarket #399, prediction markets #493, money 14.41%, smart money 13.51%, volume 9.01%
Top accounts mentioned or mentioned by @arndxtxo @rektdiomedes @dynamopatrick @cryptolinn @wajahat @cryptogideon @2lambro @thesaint @thedefiplug @cryptoshiro @thedefinvestor @hmalviya9 @kalshi @jakepahor @polymarket @aperture @0xjok9r @lochchain @defitrader @andrewmoh
Top assets mentioned Bitcoin (BTC) Pendle (PENDLE) Bittensor (TAO) Stacks (STX) Lido DAO (LDO) Arbitrum (ARB) Ethereum (ETH) Toncoin (TON) dogwifhat (WIF) GMX (GMX) Alphabet Inc Class A (GOOGL) KUJI (KUJI)
Top Social Posts
Top posts by engagements in the last [--] hours
"Gradatim Ferociter [------] trades executed were just getting warmed up https://t.co/DcP8zJjnsq [------] trades executed were just getting warmed up https://t.co/DcP8zJjnsq"
X Link 2025-12-06T12:23Z 11.2K followers, [----] engagements
"Prediction Market Weekly Update Notional Volume [--]. @Kalshi $2.01b [--]. @Opinionlabsxyz $1.60b [--]. @Polymarket $1.50b [--]. @PredictProtocol $109m [--]. @ForecastEx $32m [--]. @Trylimitless $9.0m [--]. @MyriadMarkets $1.8m Total $5.26b WoW -0.7% Open Interest [--]. @Kalshi $356m [--]. @Polymarket $287m [--]. @Opinionlabsxyz $132m [--]. @PredictProtocol $21.9m [--]. @ForecastEx $3.6m [--]. @MyriadMarkets $0.75m [--]. @Trylimitless $0.69m Total $801m WoW +19.6% Transactions [--]. @Polymarket 11.40m [--]. @Kalshi 11.08m [--]. @Opinionlabsxyz 683k [--]. @MyriadMarkets 167k [--]. @Trylimitless 154k [--]. @PredictProtocol 111k [--]. @ForecastEx 71k Total"
X Link 2026-01-16T16:28Z 11.2K followers, 19.3K engagements
"Great piece from Bloomberg this morning @Kalshi is "roughly consistent" with professionals in predicting interest-rate decisions and has outperformed them in some cases such as a surprise interest-rate cut. Prediction markets can effectively harness the wisdom of the crowd to produce accurate forecasts that can inform risk-taking and policy decisions with potential advantages over traditional forecasting methods. @business https://twitter.com/i/web/status/2016841045674168665 https://twitter.com/i/web/status/2016841045674168665"
X Link 2026-01-29T11:49Z 11.2K followers, [----] engagements
"Prediction Market Weekly Update Notional Volume [--]. @Kalshi $2.26b [--]. @Opinionlabsxyz $1.95b [--]. @Polymarket $1.76b [--]. @predictdotfun $144m [--]. @Trylimitless $57.2m [--]. @IBKR $17.8m [--]. @overtime $6.4m [--]. @MyriadMarkets $3.2m Total $6.19b WoW +17.7% Open Interest [--]. @Kalshi $383m [--]. @Polymarket $368m [--]. @Opinionlabsxyz $144m [--]. @predictdotfun $23.6m [--]. @ForecastEx $4.0m [--]. @MyriadMarkets $853k [--]. @Trylimitless $716k Total $925m WoW +15.5% Transactions [--]. @Kalshi 13.36m [--]. @Polymarket 11.61m [--]. @Opinionlabsxyz 564k [--]. @Trylimitless 300k [--]. @MyriadMarkets 247k [--]. @Predictdotfun 165k [--]. @ForecastEx"
X Link 2026-01-30T15:53Z 11.2K followers, [----] engagements
"Very excited for HIP-4 HyperCore from @HyperliquidX is going to enable a new primitive for fully collateralized fixed-range contracts. This will enable prediction markets and bounded options-style instruments. Outcomes introduce non-linear time-bound derivatives without leverage or liquidations. The thesis for aggregating PMs just got stronger. https://twitter.com/i/web/status/2018338394217070797 https://twitter.com/i/web/status/2018338394217070797"
X Link 2026-02-02T14:59Z 11.2K followers, [----] engagements
"out: - pivot hell - weekend mvps - working with bits only in: - silent compounding - fastidious beautiful creations - working with bits that impact atoms trend Im noticing People think theyre being productive using fancy agent setups and AI tools But in reality its mostly dopamine loop chasing and procrastination It feels very smart and useful to have AI generate you some massive block of analysis and strategy. The brain trend Im noticing People think theyre being productive using fancy agent setups and AI tools But in reality its mostly dopamine loop chasing and procrastination It feels very"
X Link 2026-02-09T11:26Z 11.2K followers, [----] engagements
"Biggest Prediction Market movers in the last [--] hours [--]. Jordan Bardella wins French presidential election: 39% [--]. Fed cuts rate [--] bps at April meeting: 31% [--]. Paramount takeover of Warner Bros before July: 34% (filtered out markets w less than $100k liq and $10k vol)"
X Link 2026-02-11T09:53Z 11.2K followers, [---] engagements
"TLDR: - You have price indices on all major categories of goods and services that people buy (treating physical goods/services in different regions as different categories) and prediction markets on each category. - Each user (individual or business) has a local LLM that understands that user's expenses and offers the user a personalized basket of prediction market shares representing "N days of that user's expected future expenses""
X Link 2026-02-14T13:33Z 11.2K followers, [---] engagements
"lol happy vday foxers https://t.co/0oGXxFk0Oy happy vday foxers https://t.co/0oGXxFk0Oy"
X Link 2026-02-14T18:53Z 11.2K followers, [---] engagements
"was at a cafe predictionmaxxing when i got brutally pnl-mogged by a 19yo latency demon running cross-venue arbs bro was limit-sniping and copytrade-mogging me while i was jesterclicking 50/50 politics told myself its just variance to stop the cortisol spike"
X Link 2026-02-15T06:42Z 11.2K followers, [----] engagements
"Prediction Market Weekly Update Notional Volume: [--]. @Kalshi $956m [--]. @polymarket $464m [--]. @trylimitless $29m [--]. @MyriadMarkets $3.9m Total: $1.4b Transactions: [--]. @Kalshi 3.41m [--]. @polymarket 1.77m [--]. @trylimitless 0.27m [--]. @MyriadMarkets 0.03m Total: 5.4m Users: [--]. @Kalshi - indeterminate [--]. @polymarket 119k [--]. @trylimitless 171k [--]. @MyriadMarkets 2.5k Total: 139k Open Interest: [--]. @Kalshi $201m [--]. @polymarket $165m [--]. @trylimitless $0.746m [--]. @MyriadMarkets $0.717m Total: $368m I post these every Friday Lmk what other data is interesting to add h/t to @datadashboards for the @Dune"
X Link 2025-10-10T10:28Z 11.2K followers, 57.6K engagements
"Prediction Market Weekly Update Notional Volume [--]. @Kalshi $2.80b [--]. @Polymarket $1.92b [--]. @Opinionlabsxyz $1.24b [--]. @predictdotfun $215.7m [--]. @Trylimitless $68.9m [--]. @MyriadMarkets $11.4m [--]. @ForecastEx $5.8m [--]. @overtime $4.7m Total $6.26b WoW -0.9% Open Interest [--]. @Kalshi $397m [--]. @Polymarket $358m [--]. @Opinionlabsxyz $126m [--]. @predictdotfun $25.3m [--]. @ForecastEx $3.75m [--]. @MyriadMarkets $746k [--]. @Trylimitless $539k Total $909m WoW -7.1% Transactions [--]. @Kalshi 17.87m [--]. @Polymarket 15.57m [--]. @Opinionlabsxyz 609k [--]. @Trylimitless 172k [--]. @predictdotfun 157k [--]. @MyriadMarkets 152k 7."
X Link 2026-02-15T10:01Z 11.2K followers, [----] engagements
"DeFi narratives that I'm watching right now: [--]. Liquid Staking Derivatives - $LIDO (v2 upgrade) $FXS (v3 soon) $USH & $LBR (LSDfi low-cap gems) [--]. China Coins (Hong Kong opening up crypto June 1) - $CFX $NUT $GOL $ABC [--]. Optimism (Bedrock Upgrade) - $VELO $SNX $KWENTA [--]. Arbitrum (Still seeing strong volumes) - $GND $PENDLE $GMX (v2) [--]. Metaverse Tokens (Gala token burn Axie listed on App store Apple AR headset at WWDC) - $AXS $GALA $RNDR 6.Airdrops - ZkSync LayerZero Sei Venom [--]. Miscellaneous - $LVL $THENA $PLS (Pulse Chain)"
X Link 2023-05-19T12:16Z 11.2K followers, [----] engagements
"Interesting idea from @CryptoHayes on how to think about selling bitcoin. Don't look at BTC in fiat terms. Look at BTC's price in energy terms. Today [--] BTC is worth [---] barrels of oil. If [--] BTC = 10k barrels of oil maybe sell BTC to buy energy producing assets. but not to hold fiat"
X Link 2024-03-20T06:27Z 11.2K followers, 261K engagements
"If this Karpathy interview doesn't pop the ai bubble nothing will. [--] brutal quotes: [--]. LLMs dont work yet They dont have enough intelligence theyre not multimodal enough they cant use computers and they dont remember what you tell them. Theyre cognitively lacking. Itll take about a decade to work through all of that. [--]. When you boot them up they always start from zero They have no distillation phase no process like sleep where what happened gets analyzed and written back into the weights. [--]. Whats stored in their weights is only a hazy recollection of the internet It's just a compressed"
X Link 2025-10-20T08:16Z 11.2K followers, 1.4M engagements
"Ray Dalio on Prediction Markets: I like them. Theyre interesting vehicles for smart people to hedge equity exposure. Imagine when he learns about RWA perps and PMs working in tandem in the same portfolio. https://twitter.com/i/web/status/2002696972311081336 https://twitter.com/i/web/status/2002696972311081336"
X Link 2025-12-21T11:05Z 11.2K followers, 405.7K engagements
"To everyone who said prediction markets are just sports heres the CEO of a $110b company: [--]. Weather and temperature contracts are the most frequently traded [--]. Utilities will soon hedge electricity and natural gas contracts using these markets Prediction markets are already institutional Youre just not paying close enough attention https://twitter.com/i/web/status/2013984926262001790 https://twitter.com/i/web/status/2013984926262001790"
X Link 2026-01-21T14:39Z 11.2K followers, 215.2K engagements
"Sure speculation is the ballast of prediction markets. But the real pull is the sails: gazing into the future before before everyone else. Take the Federal Reserve Chair nomination for example. PM traders knew Kevin Warsh was the likely pick as early as Jan [--]. Ahead of bonds. Ahead of indices. Ahead of commodities. Just sit with that for a second. A bunch of nerds with private keys are better at forecasting critical global macro events than the entire professional managerial class. What do you think happens to global capital formation when this group keeps compounding for twenty years"
X Link 2026-02-09T10:31Z 11.2K followers, [----] engagements
"The international order follows the law of the jungle much more than it follows international law. The two things about war that one can be most confident in are: 1) it wont go as planned and 2) it will be far worse than imagined. Have power respect power and use power wisely Banger https://t.co/tjmbT5ytUN https://t.co/tjmbT5ytUN"
X Link 2026-02-15T05:57Z 11.2K followers, [----] engagements
"@cx_00 @Kalshi @Polymarket @opinionlabsxyz @predictdotfun @trylimitless @MyriadMarkets @ForecastEx @overtime glad it's helpful"
X Link 2026-02-15T10:05Z 11.2K followers, [--] engagements
"Prediction Market Weekly Update Notional Volume [--]. @Kalshi $2.15b [--]. @Opinionlabsxyz $1.94b [--]. @Polymarket $1.76b [--]. @Predictdotfun $113m [--]. @IBKR $31m [--]. @Trylimitless $19m [--]. @MyriadMarkets $2.35m Total: $6.02b Transactions [--]. @Polymarket 12.30m [--]. @Kalshi 12.16m [--]. @Opinionlabsxyz 0.60m [--]. @MyriadMarkets 0.20m [--]. @Trylimitless 0.19m [--]. @Predictdotfun 0.15m [--]. @IBKR 0.073m Total: 25.68m Users [--]. @Polymarket 269k [--]. @Opinionlabsxyz 46k [--]. @Predictdotfun 8.8k [--]. @Trylimitless 3.7k [--]. @MyriadMarkets 2.2k Total: 331k Open Interest [--]. @Kalshi $359m [--]. @Polymarket $358m [--]. @Opinionlabsxyz $155m"
X Link 2026-01-23T15:46Z 11.2K followers, 11.3K engagements
"Prediction Market Weekly Update Notional Volume [--]. @Kalshi $2.20b [--]. @Polymarket $2.08b [--]. @Opinionlabsxyz $1.74b [--]. @predictdotfun $174m [--]. @Trylimitless $104m [--]. @ForecastEx $11.0m [--]. @MyriadMarkets $8.1m [--]. @overtime $5.7m Total $6.32b WoW +2.1% Open Interest [--]. @Kalshi $420m [--]. @Polymarket $411m [--]. @Opinionlabsxyz $121m [--]. @predictdotfun $20.2m [--]. @ForecastEx $3.75m [--]. @MyriadMarkets $808k [--]. @Trylimitless $469k Total $978m WoW +5.7% Transactions 1.@Kalshi 13.93m [--]. @Polymarket 13.38m [--]. @Opinionlabsxyz 379k [--]. @Trylimitless 309k [--]. @MyriadMarkets 215k [--]. @Predictdotfun 173k 7."
X Link 2026-02-06T15:37Z 11.2K followers, [----] engagements
"Fascinating to watch normies freak out over AI agents replicating and recursively conversing with each other on @moltbook. CT discovered this emergent behavior with @virtuals and @truth_terminal in October [----]. You might hate memecoins but theyre a harbinger of where society is going. Heres my post from over a year ago. What Stage of Technoindustrial Capitalism is This Three months ago Marc Andreessen sent $50000 worth of Bitcoin to an AI agent with the goal of helping it "escape" into the digital world. Today that very agent has spawned a token worth $150 millionone thats rapidly"
X Link 2026-02-09T07:31Z 11.2K followers, [----] engagements
"Hiring a Senior Backend Engineer at @tradefoxai Above-market pay + equity Long hours hard technical problems You'll work directly with the CEO COO head of Design DM if youve built low-latency high-throughput trading systems $10k commission if the candidate you refer is hired https://twitter.com/i/web/status/2021539135597748584 https://twitter.com/i/web/status/2021539135597748584"
X Link 2026-02-11T10:57Z 11.2K followers, 11.3K engagements
"Aggregation is the most underrated category in tech $1 invested in in Booking dot com [--] years ago would be worth $150 today while $1 invested in Google would be worth just $13. Excerpt from @collisions interview of @benthompson"
X Link 2026-02-13T08:44Z 11.2K followers, [----] engagements
"@0xDrRick @Kalshi @Polymarket @opinionlabsxyz @predictdotfun @trylimitless @MyriadMarkets @ForecastEx @overtime cool"
X Link 2026-02-15T10:05Z 11.2K followers, [--] engagements
"Token Narratives I'm watching right now (October Edition): 1) Liquid Staking Derivatives (LSD) and Restaking @redactedcartel (btrfly): pxETH launch plus upcoming launch of DINERO stablecoin @foldfinance (fold): Migration of crETH2 to mevETH plus launch of MEV protocol @staderlabs: Launching a liquid restaking token @restakefi: Also launching a liquid restaking token 2) Real World Assets (RWAs) @MakerDAO: DAI debt ceiling 2x - higher revenues @fraxfinance: v3 launch this week. Will bring T-bill yield on-chain like Maker @CantoPublic: Bringing T-Bills on-chain using NOTE 3) Arbitrum Short Term"
X Link 2023-10-07T07:38Z 11.2K followers, 28.6K engagements
".@GMX_IO secured a $10m ARB grant almost 25% of the entire 50m STIP. Could this be sufficient to boost activity on GMX 💰🚀 Well cover How GMX will use $ARB How this can catalyze GMX v2 growth Potential Price Impact on $GMX Smart Money Accumulation Key Takeaways 1) How will GMX use $ARB 6m $ARB Trading Incentives - Currently GMX v2 charges a 0.06% fee on trades. This is competitive compared to current leading Perp Dexes. But after these trading incentives fees will go down to 0.02%. This would make it as competitive as a CEX like Binance. 6m $ARB Liquidity Incentives - LPs will now be"
X Link 2023-10-17T06:42Z 11.2K followers, [----] engagements
"Token Narratives I'm watching right now (November Edition): 1) ARB grant season - @GMX_IO: Massive $12m grant to boost liquidity on GMX v2 - @RDNTCapital: $ARB grant ETH mainnet launch LayerZero airdrop - @pendle_fi: 2m ARB grant RWA yield pools - @vertex_protocol: TGE soon massive 3m ARB grant 2) AI Coins - Open AI Dev day on Nov 6th - @opentensor: Decentralized ML models @AlgodTrading is a holder $tao - @Fetch_ai: Deploy autonomous AI agents backed by @DWFLabs - @rendernetwork: Biggest decentralized GPU network - @PaalMind: AI bot deployable across Discord and Telegram 3) Liquid Staking"
X Link 2023-11-06T07:49Z 11.2K followers, 31.7K engagements
"Is Kujira the next big L1 or a passing fad Well cover: - How it works - Pump narrative - The truth $KUJI has 5x'd from $0.7 to $3.8 in [--] days. TVL has grown commensurately from $16m to $94m. So how does @TeamKujira work Kujira is a Cosmos based app-chain focused on DeFi. It has a whole host of products like: FIN: Orderbook-style DEX GHOST: Lending protocol USK: CDP ORCA: Liquidation Engine PILOT: Launchpad All these products center around $KUJI. $KUJI stakers can earn most of the fees from these products. Yield is paid out in a basket of tokens. Why did $KUJI pump so hard [--]. App-chain"
X Link 2023-11-17T07:33Z 11.2K followers, 18.3K engagements
"Smart money is playing @arbitrum's STIP well. We wrote about this Short Term Incentives Program six weeks ago. TVL and Mkt cap are up $450m & $300m since. Heres how we see it playing out now. Well cover: [--]. Quick recap of STIP numbers [--]. Ecosystem response [--]. Flywheels in place [--]. Smart money plays Quick recap - 50m $ARB tokens were granted to [--] protocols. - So far just 5.8m have been claimed by protocols. - 400k $ARB tokens have been distributed to end users less than 1% of the total tokens that will be distributed. So how has the Arbitrum ecosystem fared since - Arbitrum TVL has increased"
X Link 2023-11-21T07:06Z 11.2K followers, 17.3K engagements
"We covered $OLAS at a $35m market cap in August. Its at $106m today. It could be one of the highest returning AI tokens of this cycle. Here's how we think it'll play out. Well cover: - The problem @autonolas aims to solve - Tokenomics - Fundamental metrics - Smart Money patterns The Problem DAOs today are inefficient and bureaucratic. Decentralized organizations cannot function efficiently unless basic processes are automated. To solve this OLAS seeks to enable the creation of Autonomous Agent Services. These apps are built by developers that integrate with off-chain and on-chain protocols to"
X Link 2023-11-24T07:33Z 11.2K followers, 19.5K engagements
"Perp DEXs seem undervalued based on fundamentals. Right WRONG. Sure on-chain data like TVL growth 30d fees volumes etc look good. But whats really going on behind the scenes The five most relevant protocols are: @GMX_IO @dYdX @vertex_protocol @muxprotocol @GainsNetwork_io Let's look at TVL growth 30d fees volumes and price action. Strong TVL growth (30d) - GMX (15%) - DYDX (-10%) - Vertex (112%) - MUX (10%) - Gains (3%) Vertex is the obvious outlier here. Its growth has been primarily driven by the recent launch of $VRTX. DYDX had a much hyped move to its own Cosmos app-chain. But there was a"
X Link 2023-12-04T07:13Z 11.2K followers, 38.5K engagements
"@WhaleWire a broken clock is right twice a day. if all you have is a hammer everything looks like a nail"
X Link 2023-12-04T09:36Z 11.2K followers, [----] engagements
"Token Narratives I'm watching right now: (December Edition) 1) AI - Powerful Narrative with wide open design space - @opentensor: Decentralized AI $BTC tokenomics cult community - @autonolas: Autonomous agents interacting with off-chain data smart money favorite - @PaalMind: Decentralized AI bot allows for easy analysis of various data sets - @aegisAISecurity: AI-enabled Blockchain Security Auditing 2) Gaming - Mass retail adoption - @Ronin_Network: Largest crypto gaming community Pixels game also live - @Immutable: Vast ecosystem of games. Best tech due to Polygon's ZkEVM - @playSHRAPNEL:"
X Link 2023-12-05T07:06Z 11.2K followers, 18.7K engagements
"Here's Coinbase's Outlook for [----] We'll cover: - Coinbase's Overview of Crypto Markets - Analysis of Majors - Narratives to Watch - Macro and Regulatory Tailwinds - The Future of Crypto"
X Link 2023-12-18T13:52Z 11.2K followers, 39.8K engagements
"5 Fastest Growing Protocols Flying Under the Radar 👀 You might want to bookmark this. [--]. @astroport_fi - A leading AMM for Cosmos App-chains Astroport's recent volume surge is due to Injective. It's the preferred DEX for Injective's new memecoins - $NINJA and $KIRA and supports $SEI playing catch-up to $INJ. Keep an eye on Sei's memecoin $SEIYAN. [--]. @DeepBookonSui - Deepbook a new decentralized limit order book by the SUI foundation aims to be SUI's primary DEX. It holds an edge over Cetus the leading DEX using a CL-AMM like Uniswap v3 by leveraging Sui's Move-based programming. 3."
X Link 2023-12-21T07:05Z 11.2K followers, 15.1K engagements
"13 Predictions for [----] Written in collaboration with @yoshi_eth2 Trust me you'll want to bookmark this for later"
X Link 2023-12-28T07:05Z 11.2K followers, 55.4K engagements
"Four Fastest Growing Protocols Flying Under The Radar 👀 You might want to bookmark this. [--]. @MantaNetwork - A hyped L2 using Celestia for Data Availability Manta offers on-chain yield similar to @Blast_L2. Its TVL growth now at $192m is largely from @LayerBankFi's $147m contribution. [--]. @Stacks - A Layer [--] for Bitcoin known as the strongest Bitcoin beta. The upcoming Nakamoto upgrade promises faster finality and enhanced security. Its main dapp Alex holds $48m of Stacks' $57m TVL. [--]. @MetisDAO - An Ethereum-based rollup with Optimistic architecture Metis plans to decentralize its sequencer."
X Link 2023-12-29T13:31Z 11.2K followers, 10.8K engagements
"10 mid-cap accounts to follow in [----]. You can ramp up very quickly here. You just need to follow the right accounts"
X Link 2023-12-30T14:23Z 11.2K followers, 23.8K engagements
"The leverage flush we waited for finally arrived. Here's [--] ways smart-money will take advantage👀 1) Identify strong alts that didn't draw down too much in this flash crash. For example - $TAO: One of the strongest AI tokens with a cult-like community. - $OSMO: The trading hub of the Cosmos ecosystem. Volumes and revenues have been rising rapidly. - $STX: Bitcoin Layer [--] with a huge upgrade coming later this month. 2) Think about the next major narrative that will emerge post-ETF approval. IMO the next narrative will be Ethereum rollups due to the Dencun Upgrade finally hitting testnet. This"
X Link 2024-01-03T13:31Z 11.2K followers, 10.5K engagements
"Token narratives I'm watching right now (January Edition): 1) Beta plays to $BTC anticipating spot ETF - $STX $ORDI $RUNE $ORDS 2) Beta plays to $ETH anticipating spot ETF - $LDO $SSV $RSTK 3) Newer Decentralized Physical Infra Networks (DePIN) - $GRASS $AIOZ $AQTIS 4) Lower cap decentralized AI tokens- $MOZ $HERA $NOS 5) Well-designed non-ponzi AAA Games. Ecosystems- $RON $IMX $BEAM Tokens - $GMT $SHRAP $CREO 6) Modularization of Blockchains with plug and play architecture- $TIA $DYM @EclipseFND 7) Parallelized EVM L1s- $SEI $NEON @monad_xyz 8) Non-obvious L2s- $ARB $METIS $MINA Thanks to"
X Link 2024-01-09T07:15Z 11.2K followers, 25.2K engagements
"Bitcoin's Spot ETF was approved. But what's next for the industry 👀 We'll cover: - Bitcoin ecosystem analysis - Ethereum ecosystem analysis - Airdrop farming - Alternative L1s - External catalysts Trust me you'll want to Bookmark this 🔖"
X Link 2024-01-12T14:00Z 11.2K followers, [----] engagements
"Fascinating study conducted by @6thManVentures. They collected and analyzed data from over [----] token unlock events. I've summarized the takeaways. [--]. Small unlock events those that increase circulating supply by 0% to 1% had no meaningful relationship to price. [--]. Larger unlocks those that increase circulating supply by greater than 1% correlated to a noticeable negative relationship: as unlock size increased prices decreased. [--]. Tokens that have vested most of their supply (more than 70%) had both substantially lower volatility and higher relative prices than tokens early in their vesting"
X Link 2024-01-16T07:20Z 11.2K followers, [----] engagements
"Heres exactly how we found Unibot at $5 and OLAS at $0.8. Most people dont really get how to use @DefiLlama. Same tool better results. Here's how: Step 1: Filter chains and protocols from $100m to $1b TVL. This is the perfect balance between sufficient trust and ability to grow exponentially. Step 2: Sort by TVL growth month over month. Step 3: Look for tokens with a native token. Step 4: This is critical. Understand if TVL grew because of price or actual flows. Plot TVL growth alongside price of the token. Let's put this into practice. Here are two protocols that fit this criteria today. 1."
X Link 2024-01-25T06:55Z 11.2K followers, 24.7K engagements
"Anyone paying attention can tell that prediction markets are more reliable than the news. Trust in journalists pollsters and experts is at an all-time low. We looked at on-chain data for the largest prediction market @polymarket. We'll cover: [--]. Usage and adoption [--]. Protocol net-flows [--]. Trader earnings [--]. Future of prediction markets [--]. Market movers like @BillAckman and @realDonaldTrump have already started referencing @Polymarket and @Kalshi. It seems like [----] is finally the year that prediction markets cross the chasm and go mainstream. Look at the Google trends. We've come a long way"
X Link 2024-01-28T07:45Z 11.2K followers, 77K engagements
"Two other protocols that fit this criteria today 👀 1) $KUJI - @TeamKujira is an underrated DeFi app-chain on the Cosmos stack. Their focus on UI and speed makes the chain a delight to use. TVL has been climbing steadily. However there's been a recent divergence between token price and TVL which were mostly correlated. $KUJI price has fallen a lot more than TVL suggesting that $KUJI might be oversold due to profit-taking. 2) $MNDE - @MarinadeFinance is the leading LST protocol on Solana with almost $1b in TVL. Yet its token market cap is a mere $60m and hasn't kept pace with TVL growth. This"
X Link 2024-01-30T14:33Z 11.2K followers, 11.8K engagements
"Tokens seeing notable smart money inflows: 1) $BTRFLY - Recently hit ATH. $apxETH offers some of the highest $ETH staking yields due to the Hidden Hand flywheel. Also has strong ties to the Berachain Ecosystem which is going live soon 2) $INS - Inscribe is a cross-chain inscription protocol. With Binance's announcement of their own Inscriptions's protocol $INS has been seeing lots of inflows. Probably seen as a index + beta play for inscriptions and the Binance announcement 3) $SAVM - SatoshiVM was one of the most hyped launches recently. It's a Bitcoin L2 marred with controversy due to shady"
X Link 2024-02-04T06:54Z 11.2K followers, 15.6K engagements
"Token narratives I'm watching right now (February Edition): Links to smart money accumulators like @CryptoHayes in the comments. [--]. $PENDLE - index for the entire restaking narrative. TVL has increased drastically since they began offering yield trading for LRT tokens. The $PENDLE price has increased commensurately with TVL. [--]. $DYM - The token launches today. A network of RollApps using Celestia Avail and Near for DA is a very strong narrative people can rally around. New tokens with high FDV/low float and big backers have all done well in the first few days after launch (other than $JUP)."
X Link 2024-02-05T14:25Z 11.2K followers, 15K engagements
"Tokens seeing notable smart money inflows: - $ETH ecosystem including: Restaking and LRTs $ETH beta such as $OP $ARB $LDO - Solana Ecosystem: farming those juicy airdrops - Tensor and Kamino next - Farcaster and Base: Frames has rekindled interest in Farcaster again. It is a way to integrate new tools into the social network that are not only tweets but can enable NFT minting the integration of blog articles and potentially even swap features. - ERC-404: $PANDORA has had a face melting rally recently. It combines the non-fungibility of NFTs (ERC-721s) with the ease of liquidity bootstrapping"
X Link 2024-02-12T07:25Z 11.2K followers, 13.7K engagements
"What Decentralized AI comes after $TAO 🤖 Tbh I was extremely skeptical of TAO. Decentralized AI sounded too good to be true. I was wrong. Their team continues to ship relentlessly and now I'm undeniably impressed. (added links to their stats and API doc) But $TAO is already valued at $2.5b. So we looked at beta plays with higher upside potential where the market cap is still under $50m🔥 We'll cover: - Protocol Details - Price action - How it works - $TAO connection - Smart Money 1) Price Action The token is - $AIT. It's the utility and governance token for @AITProtocol $AIT is up 200% over"
X Link 2024-02-17T14:34Z 11.2K followers, 14.2K engagements
"Tokens seeing notable smart money inflows: 1) AI tokens (Thank you @nvidia and @OpenAI) - $enqAI: Open source LLM and image generator - $AIT: Just announced new subnet on $TAO - $TPAD: Launchpad for $TAO ecosystem - $AGIX: Binance AI coin with good liquidity 2) ERC-404s (The new memecoins. Narrative still has steam left in it) - $PANDORA: Good consolidation for leader of this narrative - $PLT: Didn't have a great launch. But smart money buying the relaunch - $ASTX: Leader of DN [---] Narrative. But still beta to $PANDORA 3) Privacy (Narrative gaining steam again) - $zkML: AI-powered privacy"
X Link 2024-02-23T07:18Z 11.2K followers, 25.5K engagements
"As dumb money punts on $ADA and $XRP what's smart money buying right now Here's what net flows suggest from the Top 100: - $STX: Most consistent $BTC beta best candidate for usable DeFi on Bitcoin Nakamoto Upgrade soon - $IMX: Index bet for Crypto Gaming - $TAO: Easy bet for Crypto x AI Cult-like community $BTC like tokenomics - $SOL: New favorite chain for memecoin degens home to all legit DePIN protocols will explode is $ETH ETF approved. - $TIA: Stake for Airdrop Meta Not much competition in data availability space - $SEI: Could be the $SOL of this cycle Parallelized EVM narrative is"
X Link 2024-03-01T13:00Z 11.2K followers, [----] engagements
"Token Narratives I'm watching right now (March Edition): 1) $BTC halving beta plays - $ORDS $ORDI $ORBK $STX 2) AI coins (NVIDIA conf on 18th) - $NMT $enqAI $GNUS $RSS3 3) Gaming coins (GDC on 19th) - $PIXL $SIPHER $RON $GF 4) Memecoins - $WIF $WEN $BRETT $MOG 5) Alt-L1s - $AVAX $TON $NEAR $FTM 6) DePIN - $FLUX @ionet_official @AethirCloud @MorpheusAIs 7) DeFi - $PENDLE $RUNE $RBN $ONDO 8) Misc - $PANDORA $ASTX $ACX $CTSI Thanks to these chads who've helped us navigate this market. @CryptoShiro_ @thesaint_ @info_insightful @defitrader_ @its_airdrop @batuhanbasaram @crypto_linn @arndxt_xo"
X Link 2024-03-14T14:02Z 11.2K followers, 15.9K engagements
"A four-step process for finding potential 100x tokens 👀 1) Discovery: - @_kaitoai is great for spotting changes in sentiment about different sectors and tokens. Sentiment can be a leading indicator for price. - @nansen_ai helps analyze smart money flows into various tokens. They have useful screening features to help narrow down your search. - Groups chats on whatsapp and telegram help with being early to new tokens/trade ideas. [---] rts on this post and I'll tell you which groups are worth joining. 2) Screening tokens: - Use @coingecko to make lists of different tokens I'm interested in. I"
X Link 2024-03-28T07:25Z 11.2K followers, 19.5K engagements
"Token narratives I'm watching right now (April edition): AI Coins - $deAI $NodeAI merger of $FET $AGIX $OCEAN into $ASI Base(d) Coins - $AERO $DEGEN Cross Chain - $W $STG $SYN $AXL $ACX: Wormhole token + LZ airdrop Alt L1s - $TON $APT $SOL $CHR: incentive funds conferences Bitcoin L2s - $CORE $BVM $SAVM $STX: Halving and Nakamoto upgrade soon DeFi - $ENA $PENDLE $GEAR $ETHfi: Ethena + Eigen + LRTs RWAs - $ONDO $GFI $MKR: Blackrock $100m tokenization fund ($BUIDL) Launchpad Tokens - $FJO $KAI @SharpeLabs Thanks to these kings who've helped us navigate the markets: @CryptoShiro_ @thesaint_"
X Link 2024-04-06T14:01Z 11.2K followers, 13.3K engagements
"@WillManidis spend a weekend in a south american village on ayahuasca"
X Link 2024-04-15T12:50Z 11.2K followers, 16K engagements
"TON will be a top [--] crypto asset soon [--]. 900m users- close to WeChat and half of Instagram. [--]. Meta spends $10b a year on marketing. @telegram spends $0. [--]. Meta has [----] engineers. @telegram has [--]. [--]. Meta is valued at $500b. $TON mkt cap is at $20b. It's criminally undervalued. Did anyone else watch @durov's interview with @TuckerCarlson What am I missing here"
X Link 2024-04-24T14:14Z 11.2K followers, 10.2K engagements
"Simple Breakdown of @eigencloud Token Whitepaper [--]. $EIGEN Token Introduction - Function: Universal intersubjective work token. - Definition: A token that needs to be staked to perform work. [--]. Concept of Work Tokens - Purpose: Staked to perform validation tasks on blockchain platforms. - Mechanisms: - Staking: Locking up tokens to gain the right to perform tasks. - Slashing: Penalizing non-compliant workers by confiscating staked tokens. [--]. Limitations of Existing Work Tokens - Special-Purpose: Designed for specific tasks (e.g. ETH for Ethereum block validation). - Objective: Enforcement"
X Link 2024-04-29T18:02Z 11.2K followers, 22.1K engagements
"Buy When There's Blood in the Water The $PENDLE fud was debunked but the price has not caught up yet 👀 - Everyone thinks $Eigen cucked Pendle by giving them (and other DeFi farming protocols) just 10% of the total Phase [--] allocation while solo stakers got 90% of this allocation. - But the team has communicated that this is due to the difficulty in calculating points for complicated protocols like Pendle - So the 10% figure is just the Phase [--] allocation. The snapshot for Phase [--] was taken on March 15th. So if you've been farming on Pendle since then don't worry - YOU WILL GET YOUR"
X Link 2024-04-30T05:34Z 11.2K followers, 42.8K engagements
"How to Profit from AI Coins this Month 👀 I'll cover: - AI catalysts - Tokens affected by these catalysts - My personal picks Dive in for some real alfa 1) AI Catalysts: a) $NVIDIA earnings on May 22nd b) GPT-4o announcement on May 13th @ChatGPTapp c) @Google IO conference on May 14th d) @Apple Focus on AI at WWDC e) GPT-4 launch at the end of June maybe @OpenAI That's a lot of potentially game-changing AI announcements in a short [--] month period which could perfectly set up Crypto x AI coins for a nice leg up 2) Tokens affected by these catalysts a) $WLD - Main proxy for OpenAI due to"
X Link 2024-05-15T07:10Z 11.2K followers, 43.1K engagements
"ETH ETF Decision Dates [--]. VanEck - May [--] [--]. Ark Invest/21Shares - May [--] [--]. Hashdex - May [--] [--]. Franklin Templeton - June [--] [--]. Grayscale - June [--] [--]. Invesco/Galaxy Digital - July [--] [--]. BlackRock - August [--] [--]. Fidelity - August [--] [--]. Bitwise - December (exact date unspecified) When will the first one will be approved Personally I think August"
X Link 2024-05-16T14:07Z 11.2K followers, 67.3K engagements
"It's time to sell your house and buy alts Jk I was engagement farming you. Actually though I do think some alts can be picked up off the floor right now. . . We'll cover: - Analysis of the Altcoin Market - How to Choose Alts - What Smart Money is Buying 1) Analysis of the Altcoin Market When you look at TOTAL3 (market cap of the top [---] coins) on a weekly timeframe it looks pretty good right You might even say that it's consolidating well here after such a big run-up. But then let's compare TOTAL3 with the Market Cap of $BTC. Not a pretty chart. The major alts have underperformed $BTC since"
X Link 2024-05-19T08:20Z 11.2K followers, 10.8K engagements
"ETH DeFi Primed for the Summer ETH ETF 19b-4s will likely be approved. But the SEC will "slow play" the approval of the S-1s. We prob won't see ETFs in brokerage accounts before August. Regardless the market rips on attention and anticipation. Here are some ETH assets that are primed to rip: 1) $LDO - ETFs will not include staking ushering flows and volumes into the rest of the DeFi ecosystem. - This leads to higher gas and higher staking yields. Bullish for LDO. - Plus potential fee switch turn on due to positive developments in US suddenly - Plus optionality of airdrop from new eigen comp"
X Link 2024-05-23T05:43Z 11.2K followers, [----] engagements
"Tokens seeing significant smart money inflows this week 👀 1) $MOG - one of the most loved memecoins on ETH mainnet. The community is relentless and the search metrics for the term 'mogging' over time are high. It's still at $350m FDV but volumes rival much larger ETH based memecoins like $PEPE. It had a huge run up over the previous week on the ETH ETF hype but has since consolidated. 2) $wQUIL - from what I understand - is a decentralized MPC network that protects privacy. dApps routed through Quilibrium will be uncensorable unlike dApps that use centralized MPC services. MPC centralization"
X Link 2024-05-25T05:48Z 11.2K followers, 84.9K engagements
"Tokens seeing significant smart money inflows this week 👀 1) $AR - Arweave just announced the token $AO. AO will give access to Arweave's new world computer platform. The only way to earn $AO tokens is to buy and hold $AR. This could lead to significant buy pressure for $AR as investors scramble to get exposure to $AO. In addition $AO follows the $BTC emissions schedule (21m supply [--] year halving) to ensure that token supply is gradually released without insider dumping. 2) $TRUMP: left curve - attention on trump buy mid curve - trump found guilty dump right curve - historically most"
X Link 2024-05-31T13:14Z 11.2K followers, 11.8K engagements
"SportsFi will be the narrative to dominate June. 👀 I'll cover: [--]. How tokens are eating Web2 sports betting's lunch [--]. Which protocols will dominate [--]. Country coins [--]. Player coins 1) Web2 sports betting is the perfect combination of speculation and entertainment. Still tokens are eating their lunch because memecoins [--]. have unlimited upside potential. [--]. are more entertaining. [--]. have no capital constraints This June will see SportsFi explode. There are four major events coming up: - Euro [----] Germany - Copa America [----] USA - [----] Olympics Paris - ICC T20 World Cup 2) So what's the best"
X Link 2024-06-04T07:43Z 11.2K followers, 48.4K engagements
"Token narratives I'm watching right now (June Edition): 1) Base Summer (Coinbase Smart Wallet Launch) - $KEYCAT $DEGEN $NORMIE $FP 2) BSC Season (BNB Pump could lead to wealth effect)- $BNB $CAKE $FLOKI $CKP 3) SportsFi (Euros Copa America ICC T20 Olympics). Utility: $CHZ $BET. Country Coins: $ENG $FRA $GER $ESP 4) SOL stalwarts (Left Curvers perma playground) - $JTO $WIF $BONK $W 5) AI & Apple (Apple's WWDC June 10th) - $AR $ASI $RNDR #RSS3 6) RWA (Larry 🤝 Tokenization) - $ONDO $TOKEN $OM $TRADE 7) PolitiFi (Trump vs Biden end of June) - $MAGA $TROG $TREMP $BODEN 8) New Memes (Still low"
X Link 2024-06-06T13:11Z 11.2K followers, [----] engagements
"FOMC and CPI data will be released soon Here's what it means for you and me 👀🔥 We'll cover: - Macro analysis - Sectoral analysis - Smart money buys 1) Macro Analysis Most expect Powell to remain neutral with a slightly dovish bias. The consensus seems to be rate cuts will be between September and November. See screenshot below. With rate cuts coming and constant inflows into $BTC ETFs the set up is quite bullish for $BTC and crypto in general. $BTC funding rates have come down quite a bit- towards the lower end of the daily Bollinger Band. All while adding $1.5b in fresh ETF inflows. People"
X Link 2024-06-12T07:20Z 11.2K followers, [----] engagements
"DePIN AI Crypto Which projects are real Which are fake Just. Look. At. The. Numbers. Thanks to @yoshi_eth2 for the help on this. We'll cover: - Criteria for Success - The Big [--] - Compute Capacity - Relative Valuations 1) Criteria for Success DePIN x AI networks need [--] things to be successful: (i) Access to high-end GPUs like H100s (ii) Up-time of these GPUs (iii) Well thought out tokenomics to bootstrap GPU supply efficiently IMO there are only [--] projects that have dominated these three vectors - @AethirCloud @akashnet @ionet 2) The Big [--] Ionet and Aethir recently launched with a lot of hype."
X Link 2024-06-13T13:31Z 11.2K followers, 15.9K engagements
"@MichaelDell @nvidia @grok @xai @elonmusk this reads like an LLM response to the prompt: "use as few words as possible to pump $DELL stock price as much as possible""
X Link 2024-06-19T11:16Z 11.2K followers, 32K engagements
"Here's the [--] most undervalued narratives that I'm looking at right now 👀 1) $ETH DeFi - With ETH ETF around the corner TradFi is looking to allocate to fundamental plays within the ETH ecosystem. - $LDO: Fully diluted token. Biggest ETH staking player. partnership with Symbiotic to introduce an Eigen ETH staking competitor backed by paradigm. @LidoFinance - $ENS: Vitalik very bullish on it. Recently announced that they will be creating their own L2 which could see it get significantly rerated. @ensdomains - $PENDLE: Yield tokenization is huge in tradfi. Pendle is the only real player in this"
X Link 2024-06-22T13:12Z 11.2K followers, 13.9K engagements
"So let me get this straight. - ETH ETFs will be tradeable soon. - Michael Dell (worth $100b) bull posted about BTC teasing that he's going to microstrategy his balance sheet. - Global liquidity is finally increasing again. - M2 money supply is finally increasing again. - Interest rates will likely be cut soon. - Election season is around the corner. And you're telling me that you're still bearish anon"
X Link 2024-06-23T15:17Z 11.2K followers, 33.8K engagements
"@deedydas allow them to use chatGPT on the condition that they share their screens. you'd be surprised by the divergence in prompt engineering ability. you can really gauge the depth of thinking with the articulation of their prompts"
X Link 2024-06-27T19:21Z 11.2K followers, [----] engagements
"Token Narratives I'm watching right now (July Edition) 👀 1) ETH ETF szn will bring attention to beta plays- $PEPE $ENS $PENDLE $LDO. 2) TON could be the next Solana. Distribution is larger and hype is building - $NOT $REDO @hamster_kombat @CatizenAI (Deep dive into TON eco coming soon). 3) SOL ETF hype just starting. SOL coins could see inflows - $WIF $BONK $JTO $JUP. 4) Other strong ETF candidates after ETH approval- - $AVAX $NEAR $APT $ADA 5) Low cap memes in the limelight recently- $SCRAT $PEIPEI $AURA $JASON Thanks to these chads who have helped us navigate this market: @wajahat"
X Link 2024-07-01T13:58Z 11.2K followers, 31.5K engagements
"Ecosystem deep dive on @ton_blockchain 👀 We'll cover: - How it works - Network statistics - DeFi - Telegram mini-apps - Tokenomics - Ecosystem Tools 1) How it works TON is a PoS network that uses dynamic sharding to achieve high scalability. This means: - Fast Confirmation - High TPS - Low Fees But also means: - Asynchronous blockchain which could lead to problems with confirmation - Tough to carry out complex DeFi due to less uptime guarantees 2) Network Statistics - TON is the 4th biggest L1 by Market Cap at $20b (behind ETH BNB and SOL) - TON has the 4th highest DAUs: [------] (behind SOL"
X Link 2024-07-02T14:39Z 11.2K followers, 16.3K engagements
"most visited consumer crypto products in june [--]. @CoinMarketCap - 104m [--]. @dexscreener - 57m [--]. @coingecko - 46m [--]. @coinbase - 35m [--]. @etherscan - 10m [--]. @pumpdotfun - 9m [--]. @krakenfx - 8m [--]. @DeBankDeFi - 8m [--]. @Polymarket - 2m [--]. @DefiLlama - 2m what's common among all of them"
X Link 2024-07-04T14:16Z 11.2K followers, 36.1K engagements
"Everyone knows Claude Shannon the father of information theory. You probably don't know about his quantitative investing strategy "Shannon's Demon" which outperformed Buffet over [--] years. I'll cover: [--]. [--] year portfolio performance [--]. Explainer of Shannon's Strategy [--]. Mathematical proof [--]. Implications for crypto investors [--]. How good was his performance Buffett bought Berkshire at $18 a share in [----]. Each share was worth $24000 by [----]. He compounded at [--] percent over thirty years. Shannons return on his stock portfolio was about [--] percent from the 1950s through [----]. Now of course"
X Link 2024-08-18T07:43Z 11.2K followers, 18.6K engagements
"Front-end Trading Volume @ethereum (7d): [--]. @CoWSwap: $450m [--]. @1inch: $383m [--]. @Uniswap: $372m [--]. @Uniswap v2: $153m [--]. @okxweb3 wallet: $93m [--]. @bananagun: $89m [--]. @CurveFinance: $99m [--]. @MaestroBots: $79m [--]. @odosprotocol: $77m [--]. @MetaMask: $48m Takeaways: [--]. Bots Bots Bots - Bots are taking a larger and larger share of order flow. - They use private mempools exclusively. - This mitigates toxic MEV in the form of sandwich attacks front-running and back-running. - Value is redistributed to users and block builders. - The trade-off here is that bots are not decentralized; users must give"
X Link 2024-08-22T10:16Z 11.2K followers, [----] engagements
"The Broken Dream Ken Griffin started Citadel with $265K in [----]. He manages $63B today. Ray Dalio started with $5K in [----]. Bridgewater manages $150B today. Carl Icahn started with $400K in [----]. His AUM is $10B today. This dream is basically dead in [----]. It doesn't matter if you've developed novel ideas on how to invest systematically. It doesn't matter if you've mastered: - Technical indicators like MACD and RSI - Macro correlations like net liquidity interest rates and CPI inflation - Tradfi fundamentals like EPS and EBITDA - Crypto fundamentals like FDV vesting and unlocks - Or even"
X Link 2024-09-01T17:26Z 11.2K followers, 16.1K engagements
"What Stage of Technoindustrial Capitalism is This Three months ago Marc Andreessen sent $50000 worth of Bitcoin to an AI agent with the goal of helping it "escape" into the digital world. Today that very agent has spawned a token worth $150 millionone thats rapidly gaining attention. Key Developments: 1) Two AI agents collaborated to create a meme. 2) Another AI discovered the meme became obsessed with it and spread it across the internet like a viral phenomenon amassing wealth in the process. The Backstory: @AndyAyrey created a project called The Infinite Backrooms where two instances of a"
X Link 2024-10-15T17:06Z 11.2K followers, 26.2K engagements
"Just got off a call with @eigencloud core protocol engineers. Undeniably impressed that they're in the office and cooking on a Sunday night. Bullish"
X Link 2024-11-04T07:51Z 11.2K followers, [----] engagements
"Token Narratives I'm watching right now (November Edition): 1) AI utility: This sector will be huge if the agent narrative truly kicks off. $TAO is the obvious pick but smaller caps include: - $GRASS: Over 2m nodes scraping real-time data. Bull case is Grass scales to 50m nodes and can crawl the entire web. Could be valued 100x from today in that scenario. Supply also quite cornered. Most legit AI project along with $TAO - $DEAI: FHE finally coming to blockchains. This means privacy preserved AI usage. Currently just at $58m - $OLAS: General purpose AI agent Toolkit. Powers a majority of"
X Link 2024-11-05T06:33Z 11.2K followers, [----] engagements
"Top [--] Smart Money Tokens That Haven't Gone Parabolic Yet 👀 1) $SEI - Usually mentioned along with $SUI and $APTOS. On-chain activity has really fallen of a cliff. But hearing whispers that they are doing a KOL round similar to $SUI. That along with its position as a high-performance EVM could set it up for a nice rally is we head closer to Monad launching. (Sei and Monad both paralleled EVM. From a chart perspective it looks great having bounced nicely since Election night but hasn't seen a parabolic increase yet 2) $BANANA - This is one of the most undervalued fundamental tokens on the"
X Link 2024-11-12T05:47Z 11.2K followers, [----] engagements
"Trigger Warning @HyperliquidX faces some serious risks. I've organized them in descending order with mitigation logic where applicable. [--]. OpSec [--]. OFAC [--]. SEC [--]. Market-Maker Vault Concentration [--]. Performance Degradation [--]. FDV to Float Ratio [--]. OpSec risk Wallet addresses well-known to be from the North Korean hacker group lazarus (funded by the DPRK government) have been testing Hyperliquid. Typically these addresses perform tests with live funds before coordinating a hack. Their preferred method of approach is phishing. HL has only [--] validators all running the same code. @tayvano_ has"
X Link 2024-12-23T10:30Z 11.2K followers, 92.1K engagements
"@NTmoney lol the only thing worse than posting a pic of a private jet is posting a pic of someone else's private jet"
X Link 2025-01-21T04:31Z 11.2K followers, [----] engagements
"Introducing the World's First Fact-Checking Marketplace Disinformation spreads like wildfire. @factcheckdotfun will fight fake news with financial incentives and AI. We're building on @base to change how facts will be verified forever"
X Link 2025-03-11T16:57Z 11.2K followers, 80.4K engagements
"@WillManidis da vinci took more notes than anyone"
X Link 2025-05-19T19:25Z 11.2K followers, 43.7K engagements
"prediction market data will become critical for agi the path to agi is constrained by data compute and algorithms. compute is being scaled by big tech with govt support and algorithms by labs like openai and anthropic. data is the bottleneck: labeling and synthetic data help but most datasets look backward. prediction markets uniquely encode structured forward-looking probabilities and continuously updated signals of how humans process uncertainty. prediction market data will become critical for training agi"
X Link 2025-09-05T14:20Z 11.2K followers, 16.9K engagements
"Why Prediction Markets are Not Gambling TLDR: - New financial markets are always called gambling until their economic value becomes clear. - Gambling is fixed odds prediction markets reward knowledge. - Prediction markets tie directly to real events with real consequences. - Speculation exists but utility makes prediction markets financial instruments. - They can hedge real risks not just entertain. [--]. History of new financial markets - Every new financial tool was once called gambling. Grain futures went before the U.S. Supreme Court in [----]. - The ruling: yes there is speculation but"
X Link 2025-09-12T10:01Z 11.2K followers, 31K engagements
"on prediction market hedge funds 2015: multiple bitcoin hedge funds with $1b+ aum impossible. 2020: multiple alt token hedge funds with $1b+ aum impossible. 2025: multiple prediction market hedge funds with $1b+ aum "impossible" it will be obvious in hindsight. which prediction market hedge fund hits $1b aum first"
X Link 2025-09-14T05:56Z 11.2K followers, 13.2K engagements
"Every New Financial Market Is First Called Gambling From life insurance in the 1700s to stock options grain futures index futures weather futures CFDs and spread bets and prediction markets today - the cycle is the same. Step 1: This is gambling Step 2: This is useful Step 3: This is indispensable Insurance started as wagers on lives - In the 1700s people bought policies on strangers and bet on their deaths. Scandals forced Parliament to act. - Two laws created the modern rule: you must have an insurable interest. Marine Insurance Act [----] banned wager-like ship policies. Life Assurance Act"
X Link 2025-09-15T11:05Z 11.2K followers, 19.4K engagements
"Prediction Market Liquidity Algorithms TLDR: - Prediction market liquidity started with simple math formulas like LMSR and constant-product AMMs. - These worked for bootstrapping but exposed operators to big risks. - Now platforms are shifting to adaptive algorithms and order books that let mm's adjust spreads balance inventory and recycle fees. - The next wave will be cross-market netting parlays and reinforcement-learning bots. [--]. The Problem Every financial market has wrestled with the same question: Who takes the other side of a trade In equities specialists and market makers. In futures"
X Link 2025-09-16T10:41Z 11.2K followers, 18.6K engagements
"The Search for a Black-Scholes of Prediction Markets TLDR: - Options only took off once Black-Scholes gave traders a shared model for pricing risk. - Prediction markets lack that: no universal way to structure probabilities hedge event risk or map uncertainty. - A probability surface could be the missing piece. [--]. How Options Found Liquidity Before [----] options were opaque and illiquid. Pricing was guesswork. Black Scholes and Merton published a model that gave traders a common language. Black-Scholes introduced: (1) Implied volatility (2) Dynamic hedging (3) A replicable pricing framework"
X Link 2025-09-19T07:34Z 11.2K followers, 41.9K engagements
"Prediction Markets need Modern Portfolio Theory (MPT) TLDR: - Modern portfolio theory showed investors how to balance assets by correlation not just returns. - Prediction markets don't yet have that toolkit. - Event parlays correlation matrices and portfolio-level hedging could change that. [--]. Covariance Killed Stock Picking Before the 1950s investing was mostly stock-picking. Traders focused on individual names chasing absolute returns. Then Harry Markowitz introduced Modern Portfolio Theory (MPT). His key insight: what matters is not just return but how assets move together. - Mixing low or"
X Link 2025-09-20T12:17Z 11.2K followers, 27.2K engagements
"@Kalshi bro saw elon and djt shake hands at charlie's funeral and knew it was over for byd"
X Link 2025-09-22T13:16Z 11.2K followers, [----] engagements
"so many prediction market whales are ex-professional poker players it's unreal"
X Link 2025-09-23T09:01Z 11.2K followers, 20.8K engagements
"19 years later. were here. prediction markets now outperform expert forecasts on: drug-discovery outcomes (eli lilly) military-escalation risks (cia) this was predicted in a [----] paper. link below"
X Link 2025-09-25T11:28Z 11.2K followers, [----] engagements
"Prediction Market Weekly Update Notional Volume: [--]. @Kalshi $854m [--]. @polymarket $405m [--]. @trylimitless $31m [--]. @MyriadMarkets $1.2m Total: $1.3b Transactions: [--]. @Kalshi 2.9m [--]. @polymarket 1.5m [--]. @trylimitless 0.23m [--]. @MyriadMarkets 0.02m Total: 4.6m Users: [--]. @Kalshi - indeterminate [--]. @polymarket 119k [--]. @trylimitless 18k [--]. @MyriadMarkets 2k Total: 140k Open Interest: [--]. @Kalshi $212m [--]. @polymarket $171m [--]. @MyriadMarkets $0.828m [--]. @trylimitless $0.735m Total: $385m I'll post these weekly Lmk what other data is interesting to add h/t to @datadashboards for the @Dune dashboard."
X Link 2025-10-03T06:54Z 11.2K followers, 39.9K engagements
"Hiring a Senior Backend Engineer at @tradefoxai Above-market pay + equity Long hours hard technical problems Stack: Node.js Python MongoDB DM if youve built low-latency high-throughput trading systems"
X Link 2025-10-05T09:26Z 11.2K followers, 31.2K engagements
"you're doing it wrong if you don't have a little fun along the way iykyk Hiring a Senior Backend Engineer at @tradefoxai Above-market pay + equity Long hours hard technical problems Stack: Node.js Python MongoDB DM if youve built low-latency high-throughput trading systems Hiring a Senior Backend Engineer at @tradefoxai Above-market pay + equity Long hours hard technical problems Stack: Node.js Python MongoDB DM if youve built low-latency high-throughput trading systems"
X Link 2025-10-05T13:39Z 11.2K followers, 17.7K engagements
"Prediction Market Weekly Update Notional Volume: 1.@Kalshi $909m [--]. @polymarket $841m [--]. @trylimitless $43m [--]. @MyriadMarkets $6m Total: $1.8b Transactions: [--]. @Kalshi 3.35m [--]. @polymarket 2.23m [--]. @trylimitless 0.325m [--]. @MyriadMarkets 0.05m Total: 5.9m Users: [--]. @Kalshi - indeterminate [--]. @polymarket 155k [--]. @trylimitless 11.2k [--]. @MyriadMarkets 2.1k Total: 168k Open Interest: [--]. @Kalshi $202m [--]. @polymarket $188m [--]. @trylimitless $0.771m [--]. @MyriadMarkets $0.699m Total: $392m I post these every Friday Lmk what other data is interesting to add h/t to @datadashboards for the @Dune dashboard."
X Link 2025-10-17T09:58Z 11.2K followers, 47.1K engagements
"@Doomlaser no one's denying that. i used LLMs to check my grammar on this post. he's saying that we've gotten ahead of ourselves in the capital markets which is undeniable"
X Link 2025-10-20T12:45Z 11.2K followers, 17.6K engagements
"@Trace_Cohen"
X Link 2025-10-20T14:04Z 11.2K followers, 28.9K engagements
"Prediction Market Weekly Update Transactions: [--]. @Kalshi 3.57M [--]. @Polymarket 2.58M [--]. @TryLimitless 0.37M [--]. @MyriadMarkets 0.06M Total: 6.6M Notional Volume: [--]. @Polymarket $1.06B [--]. @Kalshi $950M [--]. @TryLimitless $21M [--]. @MyriadMarkets $3.8M Total: $2.04B Users: [--]. @Kalshi n/a [--]. @Polymarket 173K [--]. @TryLimitless 11.2K [--]. @MyriadMarkets 2K Total: 187K Open Interest: [--]. @Kalshi $249M [--]. @Polymarket $213M [--]. @TryLimitless $0.85M [--]. @MyriadMarkets $0.80M Total: $464M I post these every Friday. Let me know what other metrics youd like tracked. h/t @DataDashboards for the @Dune dashboard"
X Link 2025-10-24T06:26Z 11.2K followers, 12.1K engagements
"Prediction Market Weekly Update Notional Volume: [--]. @Kalshi $1.08b [--]. @polymarket $1.05b [--]. @opinionlabsxyz $195m [--]. @trylimitless $10m [--]. @MyriadMarkets $3m Total: $2.3b Transactions: [--]. @Kalshi 4.08m [--]. @polymarket 3.21m [--]. @trylimitless 0.299m [--]. @opinionlabsxyz 0.09m [--]. @MyriadMarkets 0.05m Total: 7.75m Users: [--]. @polymarket 221k [--]. @opinionlabsxyz 11.12k [--]. @trylimitless 9.33k [--]. @MyriadMarkets 7.18k [--]. @Kalshi - unknown Total: 248k Open Interest: [--]. @Kalshi $291m [--]. @polymarket $256m [--]. @opinionlabsxyz $18m [--]. @trylimitless $1.07m [--]. @MyriadMarkets $0.954m Total: $567m I post these"
X Link 2025-10-31T17:13Z 11.2K followers, 48.6K engagements
"Positive EV Prediction Market Strategies @tradefoxintern and I have talked to hundreds of prediction market whales and we study transaction flows and profits daily. Four strategies seem to dominate profits: [--]. Bonding Markets [--]. Options Mirroring [--]. Regional Information and Idiosyncrasies [--]. Consensus on Insider-Skewed Markets [--]. Bonding Markets - If a market is expiring soon and its trading above 95c whales keep buying the market till expiry. - Conversely if a market is trading at 5c whales buy the NO till expiry. - This allows them to squeeze market makers and generate healthy returns. -"
X Link 2025-11-02T15:12Z 11.2K followers, 24.7K engagements
"Prediction markets are just gambling right"
X Link 2025-11-07T10:40Z 11.2K followers, 10.9K engagements
"Prediction Market Weekly Update Notional Volume: [--]. @Kalshi $1.3b [--]. @polymarket $1.1b [--]. @opinionlabsxyz $748m [--]. @MyriadMarkets $21m [--]. @trylimitless $15m Total: $3.15b Transactions: [--]. @Kalshi 4.46m [--]. @polymarket 3.89m [--]. @trylimitless 0.326m [--]. @MyriadMarkets 0.17m [--]. @opinionlabsxyz 0.12m Total: 8.98m Users: [--]. @polymarket 250k [--]. @opinionlabsxyz 16k [--]. @trylimitless 6.8k [--]. @MyriadMarkets 6.11k Total: 280k Open Interest: [--]. @Kalshi $349m [--]. @polymarket $241m [--]. @opinionlabsxyz $33m [--]. @trylimitless $0.865m [--]. @MyriadMarkets $0.761m Total: $626m I post these every Friday. Lmk what other"
X Link 2025-11-07T11:58Z 11.2K followers, 48.1K engagements
"Prediction Market Weekly Update Notional Volume: [--]. @Kalshi $1.3b [--]. @polymarket $1b [--]. @opinionlabsxyz $665m [--]. @trylimitless $14m [--]. @MyriadMarkets $11m Total: $2.99b Transactions: [--]. @Kalshi 4.6m [--]. @polymarket 4.1m [--]. @trylimitless 0.28m [--]. @MyriadMarkets 0.14m [--]. @opinionlabsxyz 0.11m Total: 9.3m Users: [--]. @polymarket 225k [--]. @opinionlabsxyz 37k [--]. @trylimitless 6.9k [--]. @MyriadMarkets 5.4k Total: 275k Open Interest: [--]. @Kalshi $276m [--]. @polymarket $232m [--]. @opinionlabsxyz $42m [--]. @trylimitless $0.915m [--]. @MyriadMarkets $0.825m Total: $552m I post these every Friday. Lmk what other data"
X Link 2025-11-14T14:38Z 11.2K followers, 21.6K engagements
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