IYKYK. @HiveLiveHQ Genesis Cup was one of the first @Polymarket esports tournaments to attract the biggest and best traders on the planet.
We're excited to help bring the next iteration to life... for the World Cup.
$10,000 in prizes. Free entry. See you on June 12.
Monthly Burn Completed
As one of the few subnets to generate revenue, we've used 100% to buyback and burn in total 129t so far, worth over $32,000.
More news to come including conviction, incentive mechanisms and our second flagship product.
Elfa is now integrated with @almanac_market through Alma.
Alma reads Almanac's analytics, Polymarket flows, and sentiment from 30+ sources, then tells you which of 100k+ markets are mispriced.
You ask it whatever. It answers.
Built with Elfa.
Introducing Alma.
Your AI trading partner on Almanac.
Alma sits on top of Almanac's analytics and Polymarket data, scans social platforms for sentiment in real time, and helps you identify where the edge is and where it isn't.
Ask it anything. Market conditions, sentiment shifts, "find me a market with an edge", "what do you think of this trade idea?". One intelligent interface instead of thirty research tabs.
Alma processes data from 30+ sources, tracks 100k+ markets, and is built to surface what matters so you don't need to go looking for it.
Developed in partnership with @elfa_ai and available now on Almanac for traders who've hit a small volume threshold.
Launch Partner: Almanac
Almanac is the information incentivization layer for prediction markets.
Traders don’t just profit from trades.
They earn additional incentives for being consistently right over time.
Excited to partner with @almanac_market as we bring prediction markets to Stitch3.
If you already talk about prediction markets on X, join the conversation and get rewarded.
Almanac Open Beta Now Live!
Everyone who submitted their wallets have been notified and whitelisted to trade on the first ever incentivized prediction market intelligence terminal.
We'll periodically add more wallets as they get submitted while we welcome and implement feedback during this open beta phase.
https://t.co/g6nRERk1VV
Polymarket is still in its early innings. AI for aggregating data and reacting quicker than the market remains profitable... for now.
But once institutional trading comes in heavy and speeds up market movements, the real edge is building AI that can actually predict rather than react.
It’s that time again—as 2025 comes to a close, it’s time to drop 2026 predictions.
I think 2026 is going to surprise, both to the upside and to the downside. Organized by category:
Macro / Chains
* $BTC is > $150K by year-end, but BTC dominance decreases in 2026.
* Despite the excitement around the recent crop of fintech chains, their metrics will underwhelm. Daily active addresses, stablecoin flows, and RWAs—Tempo, Arc, and Robinhood Chain will underdeliver, while Ethereum and Solana will overdeliver. Best developers will continue to build on neutral infra chains.
* A big tech company (Google, Facebook, Apple, etc.) launches or acquires a crypto wallet in 2026.
* Many more Fortune 100s launch blockchains, although increasingly concentrated among banking and fintech players. Expect Avalanche to be a standout here, alongside OP stack, Orbit, and ZK Stack.
* Monad gets written off as dead by CT, but metrics take off in the latter part of the year after analysts have already forgotten about it.
* At least 3 other chains connect to DoubleZero to improve their latency & throughput metrics. DoubleZero hits 80%+ stake on Solana.
DeFi
* Perp DEX market share consolidates to something like 3 big venues a la HBO (market share something like 40 / 30 / 20), followed by a long tail of smaller players who compete over the leftovers (last 10%).
* Equity perps take off, becoming >20% of total DeFi perp volume by EOY.
* Significant growth in RFQ compared to CLOBs/AMMs, both on spot and perps.
* Some DeFi-related insider trading scandal hits mainstream media.
Stablecoins
* Stablecoin supply expands by ~60% in 2026, and USD remains 99%+.
* USDT dominance declines moderately to ~55%.
* Stablecoin-backed cards grow 1,000% in 2026—insanely fast growth. Becomes the dominant way that stablecoins land and expand in emerging markets. Rain is the biggest winner here.
Regulation
* Clarity Act gets signed into law in 2026 after some significant markups and horse trading. A bit of buyer’s remorse from crypto insiders.
* Dems win the house, and there is a parade of hearings about anything in crypto that touched $TRUMP / $WLFI. The underlying deals get subpoenaed. Trump insists he was never involved and didn’t know anything about it (and thus these deals are not protected by executive privilege). Anyone who signed a stupid deal gets publicly embarrassed.
Prediction Markets
* Prediction markets grow like crazy. Big legal fights over sportsbetting regulation and federal pre-emption, but nothing major gets resolved next year, so status quo continues through 2026.
* Meanwhile Polymarket continues to steamroll the culture. Prediction markets are perceived as cool and smart, and so are allowed to throw up odds everywhere.
* As Polymarket domestic expansion gets going, it starts winning more and more domestic market share from Robinhood and sportsbooks.
* The explosion of other platforms tacking on prediction markets mostly flop. 90% of prediction market offerings are totally ignored and then wind down by EOY. B2B partnership-driven distribution underperforms, direct-to-consumer outperforms. Almost all of the demand in 2026 is sourced directly from Polymarket, Robinhood, and Kalshi frontends (plus traditional sportsbooks).
AI
* Primary AI use cases in crypto remain within software engineering and security. Everything else remains a prototype.
* No good solutions to the spambot proliferation on social platforms emerges. A lot of stuff is proposed, but mostly we just eat the AI slop for 2026. Eventually it will get bad enough that people align on a solution, but not there yet.
* Wallet automation remains minimal.
* AI agents will still not be “paying each other” or spending any meaningful money in 2026.
* We see more small teams (<10 people) shipping scaled products because of coding agent force multipliers. In 2025, you needed to be Hyperliquid-level cracked devs to be this dev-efficient. In 2026, you just need to be AI-native and versed in the modern agentic stack. 2026 is dubbed the year of the agentic startup, and it hits crypto startups in a big way.
* AI becomes used for both attack & defense in cybersecurity. We see many more hacks in 2025, but smaller sizes. Defensive AI gets integrated into CI/CD pipelines and much better continuous monitoring. Security posture across the board improves, even for small teams, and the total amount hacked decreases compared to 2025.
So those are my predictions! If I had to summarize them to a two meta-theses, it’d be:
* slow and steady beats new and shiny
* the trend lines mostly continue
Let’s see how I do. Keep me honest, CT.
Disclosure: I’m an investor in many of the assets mentioned. NFA. DYOR.
.@VitalikButerin suggests that prediction markets are much better at revealing truth than mainstream and social media due to incentive alignment and accountability.
The key insight is that true incentive alignment isn't just about giving out rewards, it's about designing systems where individual rational behaviour is led (through reward and punishment) to collective benefit.
The prediction market space is growing at an exponential rate.
New terminals are launching to help increase your profitability through new order types, copy trading, unveiling mispriced markets and bond opportunities.
But what if you could earn more from your winning trades without the downside risk of leverage?
@almanac_market
Getting there.
While we're eager to open beta, we remain committed to the principle that a strong foundation is essential for sustainable growth.
So far so good!
Almanac Closed Beta Progress Update
It's been a busy couple of weeks building, observing and adjusting throughout closed beta participation from Bittensor miners. Here's a quick summary of what we've been working on:
Reward and Incentive System Refinements: Our beta testing has shown valuable insights into our reward and incentive mechanisms in a live environment. Based on user feedback and data analysis, we're currently adjusting the closed beta parameters to better accommodate the anticipated open beta user base.
We've also implemented incentive boosts to encourage participation as a Bittensor miner.
User Interface Enhancement: We've onboarded a dedicated front-end developer who will be implementing a redesigned terminal interface. This new design will offer a more streamlined and intuitive user experience, representing a significant departure from traditional prediction market interfaces.
Feature Development Status: The closed beta has successfully launched with core functionality including market order capabilities. Our team is currently prioritizing the build-out of advanced "pro-level" features specifically designed for high-volume traders, based on feedback from our beta user community.
Open Beta Timeline: With these foundational improvements in place, we're positioning the platform to serve professional traders effectively when we transition to open beta in the new year.
Closed Beta Launch Update
We successfully launched our closed beta last week, exclusively for Bittensor miners. This limited release was designed to stress test the Almanac platform with a controlled user base, allowing us to identify and resolve issues before opening public access.
During the first week of closed beta, we recorded the following metrics:
- 40 registered traders
- $19,148 in total trading volume
- $478.70 average volume per user
- $7.86 in rewards distributed from an available pool of $72,324
The incentive mechanism evaluates multiple performance factors, including trading volume and ROI, to unlock the $70,000+ in rewards.
Additional updates will be shared as we continue to optimize the platform and expand access.