[ Prediction Market Thesis ]
Prediction markets (PMs) are where DeFi was before 2020. In its early stages, it has already:
- Found PMF with non-crypto retail
- Growing mindshare outside of CT
- Already being used on major news outlets
The level of distrust of mainstream media constantly makes new ATHs. Every outlet inherently has some kind of bias, which pushes people to search for the truth elsewhere.
PMs were more accurate about the 2024 elections than traditional news outlets, further pushing people away from traditional media.
Prediction markets are crowdsourcing truth. This will turn prediction markets into the #1 source of information (its already there in some ways).
Imo, this turns into one of the top use cases for crypto, likely to recieve a ton of adoption.
It already has.
The two big players (Kalshi and Polymarket) are doing a combind $2B in monthly vol. They have shown a willingness to integrate/partner/collab with projects building in this space.
So their growth will translate to growth of some of these onchain products.
This will provide a ton of opportunities for traders moving forward to bet on solid teams. Projects I find interesting right now include:
→ $PCULE | @polycule_bot
→ $FLIPR | @fliprbot
→ $PNP | @predictandpump
→ $RAIN | @rainmakerdotfun
→ $OK | @tryokbet
→ $PSWAP | @PredictionSwap
Some other microcaps are looking good as well. There are so many projects, and the total market cap is still relatively low.
Meanwhile, Limitless has $76M pledged and ~400M in volume traded. The market has an appetite for these projects and overall adoption trajectory/traction is looking super bullish.
Skate to where the puck is going.
[ P.S. Will be making a list of some projects soon. ]

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