Cleopetra

The Thesis Exchange

[umang @umang_veerma]

LIVE with @cleopetrafun, building indices for prediction markets https://t.co/przBOlp1MQ

[umang @umang_veerma]

going live in 1.5hrs with the man @basedlourie!

ASK ME ANYTHING, like ANYTHING

[Polyfactual @polyfactual]

We’ve got some great founders joining the podcast this week.

First up: @cleopetrafun, building an easier way to invest in prediction market narratives through index tokens.

Prediction market indices, alongside permissionless event creation, are one of the most bullish areas in PMs right now.

Live Monday, 10 AM EST on X.

[Cleopetra @cleopetrafun]

@polyfactual

[umang @umang_veerma]

ansem, threadguy, @yashhsm and @farhaj are the next leopold aschenbrenner

Individuals with expertise and an audience will now become fund managers, because humans invest in human beliefs!

what was only accessible to experts like cathie wood in 2020 is accessible to everyone six years later cause of the rapid shift in market structure

1. listed company stocks could only capture limited theses - that surface area is infinite now thanks to prediction markets. all micro events are tradable and can be wrapped into an index for macro investing

2. you no longer need access to US markets to be eligible to participate. crypto rails have removed all barriers to entry

3. 'audience is the new AUM' and Thesis Index is the ideal instrument to monetise that

soon enough @bryan_johnson's longevity will be a macro conviction people can trade, and that will be the end of corposlop wall st. managers

[Cleopetra @cleopetrafun]

@solana

[Cleopetra @cleopetrafun]

build your thesis index: https://t.co/Zn91Xlxl5I

[Cleopetra @cleopetrafun]

Gum believes all crypto tokens are going straight to ZERO!

up 10% in a week!

[Cleopetra @cleopetrafun]

@SuperteamIN @EcosystemCall

[Cleopetra @cleopetrafun]

@blknoiz06 sounds like a thesis index

[Cleopetra @cleopetrafun]

@allinbitcoin_ first create a 1000%+ ROI index

[Cleopetra @cleopetrafun]

Anas believes precious metals will accelerate and the USD will dip

up 61% in a week!

[Cleopetra @cleopetrafun]

build your thesis index: https://t.co/NGdYtJpmiA

[Cleopetra @cleopetrafun]

@trepa_io @solana @solanamobile chat do we aggregate Trepa markets real quick?

[umang @umang_veerma]

If you're in AI, use @solana to trade your conviction

[Cleopetra @cleopetrafun]

@solana @world_xyz long live world

[Cleopetra @cleopetrafun]

@MacroMate8 Indices on Solana

[Cleopetra @cleopetrafun]

@formacity @solana I live at forma

[Cleopetra @cleopetrafun]

@solana THESIS INDEX ON SOLANA

[Solana @solana]

This week sovereign wealth-backed capital came onchain, retail giants opened Solana to 8M+ households, and tokenized asset volume smashed another all-time high.

Here's everything that shipped:

📰 Headline News

- Morgan Stanley made Solana available to eligible E*TRADE clients, opening access across 8.7 million households

- @Mubadala Capital’s Alternative Solutions Fund went live on Solana via @KAIO_xyz

- @tryramp opened 24/7 stablecoin accounts and payments settling on Solana

📰 Launches

- Intel tokenized stock ($INTC) went live via @Backpack Securities and @sunrise

- @jtx_trade opened its unified trading surface for majors, memes, and RWAs to everyone

- @LayerZero_Core and @KeetaNetwork brought tokenized bank deposits to Solana

- @MetaMask activated gasless Solana swaps, covering gas fees for trades over $200

- @Lexur launched in public beta, aggregating Solana perps across Pacifica, Jupiter, Bullet, and more

- @dopplerprotocol went live on Solana Mainnet

- @hylo_so shipped xBTC, bringing liquidation-resistant 3x BTC exposure onchain

- @Bulletxyz launched 24/7 trading with up to 10x leverage for metals, oil, and chipmakers

- @trydapital debuted Dapital, a social trading network for RWAs, memes, and tokens

- @altitude introduced Altitude Accounting to automate transaction classification

- @Thea_AI launched AI inference routing and settlement on Solana

- @RyderWallet added native SOL staking on Ryder One via @Meria_Finance and @yieldxyz

- @CandyDigital enabled true self-custody for digital collectibles on Solana

- @meleemarkets unveiled Parimutuel Market Maker (PMM) design for permissionless prediction markets

- @Pumpfun introduced BOOST mode to reinject post-migration liquidity into token buybacks and burns

- @risedotrich enabled cross-chain swaps to Solana powered by @deloraprotocol

- @Beezie went live with zero-recycled-slab claw machine collectibles

- @BananaZoneApp shipped Paid Play for @solanamobile users with real rewards

- @streamflow_fi enabled NFT locking for time-bound collectible custody

- @backyard_fi kicked off Backyard BBQ: Season 0 for yield rewards

- @cleopetrafun launched Thesis Index to trade macro theses via prediction market baskets

- @flint_trade_ launched streamlined liquidity quoting for Solana market makers

- @tapmapfun launched Treasure Hunt for local business check-ins and rewards

- @machinedotfun, @codecopenflow, and @peaq opened applications for The Foundry, a Physical AI accelerator

- @TryNoahAI opened waitlists for Noah Accelerate to support Solana builders

- @magicblock and @SuperteamMY opened applications for their VIP builder program

- @fairdotclub partnered with @LaFamilia_so to expand private capital formation

📰 Milestones

- Tokenized-asset trading volume on Solana reached a record $5.8B in Q2, up 114% QoQ

- @byreal_io surpassed $4B in total trading volume

- @kamino’s OnRe Market passed $200M in total market size

- @humafinance PST crossed $200M market cap

- @ExponentFinance crossed $120M TVL

- @usdgo_official crossed $1B in circulating supply in 5 months

- @Beezie reached $2M in total volume across 5965 claw pulls

- Solana consumer card top-ups reached a record $94.32M in a single month in Q2

- @fomo logged 17.4K active daily traders executing on Solana

If you enjoyed this week’s newsletter, please share it with an RT.

Artwork by @Suffoca 🔥