The best reflections from one of this year's L1 launches that's down 90% on price and TVL. All L1's are going to accept how important the app layer is and that the top ones might not accrue value to the base chain (like Polymarket/Polygon).

Institutional adoption was this cycle's incremental demand for BTC Sovereign adoption will be next cycle's incremental demand for BTC

Native Bitcoin as collateral on Aave is one of the most exciting innovations coming to onchain lending

The CNBC talking heads have pivoted to $ETH and $BMNR because "Microstrategy's balance sheet is way too complicated"

Principles of portfolio construction translate well from other investing areas into prediction markets. PredictionMarketTrader has a good model that can be easily emulated for stratified risk management with exposure to longshots.

Observe the price action of the $SEI token in the past 12hrs after announcing it will have a pre-installed app on hundreds of millions of cell phones 🤔

ICOs will never peak like they did in 2017. Altcoins will never peak like they did in 2021. ETH NFTs will never peak like they did in 2022. SOL NFTs will never peak like they did in 2023. Ordinals will never peak like they did in 2024. Memecoins will never peak like they did in

Do Kwon got sentenced to 15 years for his role in Terra Luna. His letter to the judge is a fascinating look into his downfall, time in jail, and backroom deal with Jump Trading: storage.courtlistener.com/recap/gov.usco…

I'm willing to admit now that prediction markets are a form of gambling

This is your periodic reminder to use revoke.cash to remove all unlimited approvals. Even a casual approval for a $5 transaction can lead to a huge hack later in time for some of the best of us.

The zero to hero story in prediction markets is going to be looked upon much more respectfully than the same story in memecoins. The predictooors like Moses are compounding perceptible edges repeatedly rather than getting lucky on a handful of coin flips. 🫡

Find the people calling a meta before price is up multiples from the lows, not after. Know who to listen to for each meta. That specialization is the alpha. Most people are good at narrating what already happened. Very few consistently identify what’s forming. The edge comes

It's not even a question of where the liquidity in crypto is going anymore... It's whether Polymarket Kalshi Opinion ⁒ or a new prediction market will come out on top.

UMA disputes and resolutions is one of the best low risk ways of generating yield from the growth of Polymarket. More Polymarket adoption -> More UMA proposals to resolve markets -> More disputes -> More yield opportunities

HFT + prediction markets is going to make several millionaires over the next year. If you're vibe coding micro-SaaS apps, pivot to coding Polymarket bots instead.

First, the CFOs of funds try Polymarket Then they tell their trading desks about it Then the popularization of prediction markets as hedging tools at scale happens

Not all perps DEXes are the same. Due to fee structures and resulting order books, competition among market makers can be intense. Paradex and Lighter are for makers. Extended is for takers.

Imagine trying to bribe your citizens $7 a month to stop rioting