Needham analyst Bernie Mcternan claims that the TAM (total addressable market) of prediction markets is much larger than sports betting because it includes: 1) States where sports betting isn’t legal 2) 18-20 year-olds 3) Non-sports categories like politics, weather, & crypto

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Arizona just filed criminal charges against Kalshi. First state to go criminal against a prediction market company. This isn’t the end of the space — it’s the growing pains of an industry too big to ignore. The opportunity hasn’t gone away — it just got more interesting. 👀

Not sure “no KYC & no fees” belongs in cons. That’s kind of the whole reason people use Polymarket in the first place.

Best risk/reward trade here is the marketing

Polymarket just did more monthly transactions than Ethereum. A prediction market. Outpacing a top blockchain. This isn’t a trend. This is infrastructure. LBM is building for this moment.

Prediction markets will replace options Prediction markets will replace options Prediction markets will replace options Prediction markets will replace options Prediction markets will replace options Prediction markets will replace options Prediction markets will replace options

The valuation debate misses the bigger picture. Prediction markets are proving out as a real category. Multiple platforms, real revenue, real users. What's missing is the creator ecosystem around them — analysts, personalities, voices. That's the layer we're building.

The sports agency model is 100 years old. The prediction market industry is brand new. LBM is building the agency layer that this space has never had. Talent representation. Brand deals. Exposure. For the world’s best predictors. We’re just getting started. 🟡⚫️

JUST IN: Prediction markets are on pace to surpass Sportsbook volume for March Madness after already smashing though volume predictions

the situation is under control @ the situation room

The next big creator opportunity isn’t on YouTube or TikTok. It’s on prediction markets. And most creators don’t even know it exists yet. LBM is changing that.

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