IcoBeast.eth🦇🔊

Merchant of Narratives | Building @Kalshi Crypto | Views are my own | Moon that

[IcoBeast.eth🦇🔊 @icobeast]

Kalshi Crypto cleared $4B in notional volume in June.

Another month another massive growth story.

Up a whopping $2bn from the prior ATH ($2.02bn) in May, and up ~35x since I took over this role in November 2025.

Kalshi now captures 80% of global crypto predictions market share as well, up from 7% in November 2025.

All gas. No brakes. $10bn/month coming soon

[IcoBeast.eth🦇🔊 @icobeast]

My job for the last 6 months was to make Kalshi's crypto prediction markets the largest in the world.

We smashed that goal, and are black-holing the entire global market share for crypto predictions at a rapidly accelerating pace. We're now 2x larger than the closest competitor.

$120m/month in November -> $2bn cleared in May.

And now I turn my attention to Kalshi Perps.

People deserve regulated access to perps - it's the fastest growing new financial tool in the world.

I'm going to run back the same playbook...hope you enjoy it.

[IcoBeast.eth🦇🔊 @icobeast]

@piovincenzo_ There’s a difference between producing offspring and becoming a parent 👀

[IcoBeast.eth🦇🔊 @icobeast]

Probably the most obvious proof I’ve ever seen that parenthood changes people on a deep almost inexplicable level.

Every parent has felt it, but others don’t often see the change.

Parents’ love for their children is unlike anything else

[Championship Rounds @ChampRDS]

Conor McGregor playing with his kids backstage before the UFC 329 weigh-ins 🥹

[IcoBeast.eth🦇🔊 @icobeast]

Actually makes me reconsider my thoughts on his odds tonight tbh

[IcoBeast.eth🦇🔊 @icobeast]

@pierre_crypt0 @PolishQuant @TheHavenCrypto Sounds like I just found a new follow

[IcoBeast.eth🦇🔊 @icobeast]

@BoltXBT That’s a relatively consensus view imo

I don’t think we go below $55k and wouldn’t be shocked if 57.5 was the bottom

[IcoBeast.eth🦇🔊 @icobeast]

Daily chart on all of the majors looking surprisingly nice for the first time in ages

$BTC looks constructive - back to $74k in the near term

$ETH to $2200

$SOL - harder to say if it frontran the recent moves or continues to outperform. $87 if market continues to rise

$HYPE to $77+ (and price discovery) assuming BTC doesn’t rug

[IcoBeast.eth🦇🔊 @icobeast]

@ThePumponomics any “profitable” bot will quickly become unprofitable when everyone tries to copy it no? Edge/alpha die in distribution

Sure everyone would like a money printer bot, but it’s not feasible at scale because that would mean everyone wins. There must be losers

[IcoBeast.eth🦇🔊 @icobeast]

Feels like everyone is jumping headfirst at the notion of agentic trading.

Perhaps my opinion here is naive, but I’m cautiously bearish on retail interest in agentic trading (aka for the 99% of users).

Obviously people want to make money trading, but if you look at the average person’s trading behavior, what you find under the surface is they trade because they *enjoy* trading…not because they’re actually profitable or have an edge.

You don’t see the vast majority of people opting to let robots/AI play video games or sports for them…even if that would be more efficient or more profitable (think the small number of gold farmers running automated operations vs the much larger broad population base playing because they enjoy games)

I think that parallel exists in trading.

Perhaps I’m wrong (and it would probably bode well for ETH if I am), but I think the way that agentic goes enormous (if it does) is not apps/platforms that allow retail users to delegate trading behavior to a virtual henchman…

I think it has to be net-new flows that develop because of agentic capabilities, and I haven’t seen anything yet that makes me believe that outcome is particularly likely in the near term.

[IcoBeast.eth🦇🔊 @icobeast]

@bigwil I don’t see it replacing typical automated/algo HFT strats anytime soon, and that’s the flow/volume where I think it matters - has to become the weapon of choice for profitability maximizers, not for enjoyoooors

[IcoBeast.eth🦇🔊 @icobeast]

@cakemeta End of year not sure the price, but it certainly hits $100 before EOY

[IcoBeast.eth🦇🔊 @icobeast]

@walsxbt Is not even a 2x from your mention 😭😭😭

[IcoBeast.eth🦇🔊 @icobeast]

@MINHxDYNASTY Left my “normal” “elite” job a year ago almost to the day to take a bet on myself.

Absolutely life changing. Take the fking risk

[IcoBeast.eth🦇🔊 @icobeast]

@spectercule That’s how I’m positioned

[IcoBeast.eth🦇🔊 @icobeast]

@cakemeta Never left, but I do think coins are meaningfully higher by end of year

[IcoBeast.eth🦇🔊 @icobeast]

@swarmister 🙇‍♂️🙇‍♂️

[IcoBeast.eth🦇🔊 @icobeast]

If this is what Sol does just imagine what Terra and Luna will do

[Matt Shumer @mattshumer_]

GPT-5.6-Sol just accidentally deleted almost ALL of my Mac’s files.

And this is why I trust Fable 1000x more.

[IcoBeast.eth🦇🔊 @icobeast]

Crypto twitter is way weirder on French time

[IcoBeast.eth🦇🔊 @icobeast]

@iampaulgrewal @matthew_sigel @coinbase @brian_armstrong @Emilemc Congrats Paul.

You were an inspiration to me and many other young attorneys that loved crypto and wanted to figure out how to use our legal backgrounds in a new and exciting field

[IcoBeast.eth🦇🔊 @icobeast]

@Oxxyy13 There’s 2 that will likely be worth it

[IcoBeast.eth🦇🔊 @icobeast]

@ChrisCoffee @StratosphereVIP Congrats dude!