uniswap generated $1.07b in trailing 12-month protocol fees with zero flowing to UNI holders because of SEC overhang. CLARITY Act floor vote is scheduled before august recess with 60%+ odds on kalshi and rising. if it passes, the legal barrier to activating the fee switch disappears overnight. UNI went from Wells Notice target to potential safe harbor beneficiary in 18 months. the spread between protocol revenue and token value capture has never been wider, and the catalyst to close it has never had a harder deadline
omg… Kling just dropped 3.0
they basically gave everyone the power to direct a movie.
you don’t write normal prompts anymore.
you write it like a script.
it figures out camera angles, timing, and cuts by itself.
you don’t edit. it just gives you a finished video.
↓
Every great trader I know who had a genuine edge also caught the right tail of variance at some point, or luck amplified skill. Every trader I know who had only luck and no edge eventually gave it all back, and then some.
Life of a GenZ :
- Born just in time to buy the crypto top
- WW3 at the age of conscription
- Pandemic at the age of enjoyment
- Ai implementation at the age of employment
The new TradFi meta narrative is the "debasement trade". It took them almost twenty years to notice. Don't believe for a second they will forget about it just because of the $BTC "4yr cycle" It's time for the banksters to sell gold, #crypto, and tech stock derivatives to clients.
My Prediction Markets Tier List 🧵
⸻
➣ Bull 🐂
@Polymarket: Largest prediction market that reached clear PMF during this cycle. One of the few crypto products that reached mainstream adoption and broke out of the 'Web3' bubble.
@trylimitless: Leading prediction market on Base with a strong focus on short-term crypto & stocks markets with super-friendly UI/UX. It's the only major prediction market with a running points program & TGE coming soon.
@noise_xyz: Noise allows you to trade attention with leverage. It's the leading social prediction market and strongly dominates this niche.
@sportfun: It allows you to trade tokenized “shares” of real players, with rewards tied directly to their real-world performance. It's a more fun & addictive way to bet on sports.
⸻
➣ Crab 🦀
@Kalshi: Kalshi is the first CFTC-regulated prediction market and the second-largest prediction market by volume. Currently available ONLY to US residents, and I personally wanna see more crypto markets live (excited to see @j0hnwang's impact).
@Levr_Bet: Allows betting on sports events with up to 5x leverage, big potential, and a huge TAM. Currently has very few markets and modest activity.
@MyriadMarkets: A general prediction market built on Abstract. It has strong distribution channels, but very few markets and liquidity problems.
@xomarket: XO is a conviction marketplace, enabling anyone to create and trade markets. The idea of 'user-generated markets' is cool, but I'm skeptical about how it can be scaled due to the liquidity and resolution challenges.
⸻
➣ Bear 🐻
@opinionlabsxyz: Basically a Polymarket copy with the same general markets but lower liquidity and activity. I don't see a strong competitive advantage or how they can scale.
@ManifoldMarkets: Manifold allows you to bet on 'everything' with their play-money currency that CAN'T be converted to real money. I don't see the point of prediction markets that aren't using real funds for trading, a waste of time for me.
@Truemarketsorg: A general prediction market with lots of markets, but huge liquidity problems that make it impossible to trade seamlessly. All markets can be found on other platforms, so nothing is unique about it.
⸻
What protocol did I miss?
Hope you enjoyed this post and found some new VALUABLE information.
If you wanna support me, I'd appreciate a like, reply, and RT <3
One day your kid will ask “Dad, why didn’t you buy some $BTC?”
The worst part? 0.28 BTC is all it takes to make the difference.
No excuses. Why 0.28? 🧵🔽