8/8
Product-market fit gets you to the starting line.
Token design determines what happens next.
Hyperliquid nailed both.
Based on the signals we see today, I'm optimistic about $POLY.
Whether it can replicate Hyperliquid's token success remains the real question.
Disclosure: I actively use both Hyperliquid and Polymarket.
Bookmark this framework for your next pre-TGE analysis. 🫡
Crypto has launched thousands of tokens.
Very few launched after already proving product-market fit.
Hyperliquid was one of them.
Polymarket will be the next major test.
1/8🧵
7/8
Polymarket could follow a similar path.
Prediction markets aren't just for traders.
They can support:
• analytics dashboards
• market discovery tools
• AI prediction assistants
• resolution infrastructure
That's where the next layer of network effects comes from.
May VP Raffle winners are in.
Congrats to @bulls_____eye, @kriz_xyz , and @lau_btc.
Every VP earned from May 1 through the draw counted as 1 ticket.
330 entrants. 118,655 tickets. 3 winners. $50 each.
Keep stacking VP. You’re going to want it for what’s coming next.
Sale TBA.
Polymarket just introduced a new taker rebate system tied to your 30-day taker trading volume 👀
Higher volume = higher tier, better rebates, custom profile badges, and extra rewards along the way.
The craziest one? Reaching $10M volume in 30 days gives you a $25k bonus 🔥
More details in the docs.
Matteo Arnaldi has been undervalued in every single Roland Garros match so far 🎾
I'll be backing him once again in the semifinals against Cobolli.
Let's go, Matteo! 🇮🇹
Unfortunately, longshot bets on Ruud and Auger-Aliassime have come to an end.
@TheGreekTrader@Polymarket It's strange, but even if you tell people who bet on YES (even now), they ignore it. What do they expect? It's sad, but maybe they really deserve to lose that money...
Warning to anyone using @RateX_Dex ⚠️
I got banned from their Discord for asking a simple question about the distribution of promised $RTX incentive reward which ended 5 weeks ago.
There is no clear timeline, no transparency, and no accountability. Support is not commenting on this and is just postponing it.
With TVL continuing to fall, token touching all time lows and platform issues, I would not be suprised if some an "unexpected" hack happens in near future here.
Better to take liquidity to @ExponentFinance