Pet

Building @_sportingcrypto and @tokenizedpod

[Pet @PetBerisha]

BIG @_SportingCrypto Newsletter

'The State of Prediction Markets 2025'

In this long-form post, I discuss:

⛓️ The meteoric rise of prediction markets over the last 12 months

⚽ The sports takeover

👉 The verticalisation of this market

Newsletter in the comment below 👇

[Tokenized Podcast @TokenizedPod]

🚨 Ep. 83 of @TokenizedPod: The Headless Merchant Economy

@cuysheffield is joined by:

👉 @nlevine19, Partner, @a16zcrypto

👉 @gmoneyNFT

👉 @blauyourmind, CTO, @join_royal

To discuss:

✅ AWS, Google, Coinbase enabling AI agent payments

👤 Headless Merchants

🪙 Pay per token model replacing subscriptions for content

🤖 Traders and investors as early agentic payment users

💳 Card on front, stablecoin settlement in hybrid model

💸 Using AI agents to make money trading

📊 AI agents trading stocks with self fulfilling predictions

⛓️ Circle’s Arc blockchain for institutional stablecoin use

📈 Local currency stablecoins for treasury yield in emerging markets

***

Timestamps:

00:00 Introduction

2:13 AWS, Google, Coinbase enabling AI agent payments

3:51 Headless Merchants

5:59 Pay per token model replacing subscriptions for content

10:04 Traders and investors as early agentic payment users

13:42 Card on front, stablecoin settlement in hybrid model

15:50 Using AI agents to make money trading

21:27 AI agents trading stocks with self fulfilling predictions

35:12 Circle’s Arc blockchain for institutional stablecoin use

41:19 Local currency stablecoins for treasury yield in emerging markets

***

👉𝘚𝘦𝘢𝘳𝘤𝘩 '𝘛𝘰𝘬𝘦𝘯𝘪𝘻𝘦𝘥 𝘗𝘰𝘥𝘤𝘢𝘴𝘵' 𝘖𝘯 𝘠𝘰𝘶𝘛𝘶𝘣𝘦. 𝘈𝘱𝘱𝘭𝘦, 𝘚𝘱𝘰𝘵𝘪𝘧𝘺 𝘰𝘳 𝘢𝘯𝘺 𝘗𝘰𝘥𝘤𝘢𝘴𝘵 𝘗𝘭𝘢𝘺𝘦𝘳! 👈

[Tad Smith @tadtweets]

Thanks @PetBerisha of @_SportingCrypto I appreciated the interview about @CandyDigital and our priorities. 👇

[Candy @CandyDigital]

New Candy lore just dropped.

@tadtweets joined @PetBerisha on @_SportingCrypto to talk through the road here, the lessons learned, and why the next era of Candy is being built differently.

Worth the listen↴

[Sporting Crypto @_SportingCrypto]

The @_SportingCrypto Podcast is back! 🚨

In this episode we're joined by:
• @tadtweets, CEO, @CandyDigital

We discuss:

❗️ Candy Digital's troubled history and NFT bubble

🤔 Board observer role and Futureverse merger issues

💥 Revenue model challenges and IP license costs

💸 Royalty enforcement problems on secondary markets

⛓️ Solana Metaplex Core for protocol level royalties

🔎 Primary issuance focus instead of secondary markets

💎 Non-sports digital collectibles

***

Timestamps:

00:00 Introduction

5:34 Candy Digital's troubled history and NFT bubble

6:46 Board observer role and Futureverse merger issues

12:17 Revenue model challenges and IP license costs

13:03 Royalty enforcement problems on secondary markets

20:40 Solana Metaplex Core for protocol level royalties

24:39 Primary issuance focus instead of secondary markets

33:30 Non-sports digital collectibles

***

👉 Search 'Sporting Crypto Podcast' on YouTube, Apple, Spotify or any Podcast Player! 👈

[Pet @PetBerisha]

@whatsallthiss First iteration of airpod pros were the best product ever. Software updates have killed them and switching is a big part.

[Pet @PetBerisha]

@anthonyyim @AndrewYNg @artemis Wen artemis / Anthony tracker that I can just buy and hold?

[Pet @PetBerisha]

@Zeneca V cool vibe

[Pet @PetBerisha]

Excited to record this tomorrow!

[Tad Smith @tadtweets]

👀 I am very excited to join @PetBerisha on @_SportingCrypto tomorrow for my first podcast since joining @CandyDigital. A lot is going on at https://t.co/CErKK6F3N6 and I am delighted to share whatever I can. Please listen when you have the chance!🔥

[Pet @PetBerisha]

@diogomonica Congrats!

[Tokenized Podcast @TokenizedPod]

🚨 Ep. 81 of @TokenizedPod: Ex Libra Boss David Marcus on Meta Stablecoin Payouts and Global Dollar Accounts

@sytaylor & @cuysheffield are joined by:

👉 @davidmarcus, CEO & Co-Founder, @lightspark

To discuss:

⚡️ Lightspark’s evolution from Bitcoin Lightning Network to stablecoins

🌐 How Grid Global Accounts enable platforms to create branded accounts

🤖 Delegating money movement to AI agents

🚀 Meta launches stablecoin creator payouts in select markets

🪙 The opportunity to build creator neobanks with stablecoins

⛓️ Using alternative data for global credit underwriting onchain

🏦 Western Union stablecoin rollout replacing correspondent banking

📊 Making platform issued stablecoins maximally fungible across networks

📈 Visa stablecoin backed cards hit $7 billion run rate

***

Timestamps:

00:00 Introduction

4:37 Lightspark’s evolution from Bitcoin Lightning Network to stablecoins

9:18 How Grid Global Accounts enable platforms to create branded accounts

13:25 Delegating money movement to AI agents

16:27 Meta launches stablecoin creator payouts in select markets

21:44 The opportunity to build creator neobanks with stablecoins

26:06 Using alternative data for global credit underwriting onchain

35:23 Western Union stablecoin rollout replacing correspondent banking

39:08 Making platform issued stablecoins maximally fungible across networks

47:07 Visa stablecoin backed cards hit $7 billion run rate

***

👉𝘚𝘦𝘢𝘳𝘤𝘩 '𝘛𝘰𝘬𝘦𝘯𝘪𝘻𝘦𝘥 𝘗𝘰𝘥𝘤𝘢𝘴𝘵' 𝘖𝘯 𝘠𝘰𝘶𝘛𝘶𝘣𝘦. 𝘈𝘱𝘱𝘭𝘦, 𝘚𝘱𝘰𝘵𝘪𝘧𝘺 𝘰𝘳 𝘢𝘯𝘺 𝘗𝘰𝘥𝘤𝘢𝘴𝘵 𝘗𝘭𝘢𝘺𝘦𝘳! 👈

[Tokenized Podcast @TokenizedPod]

Our guest for Monday's Tokenized Podcast

@sytaylor and @cuysheffield are joined by:

👉 @davidmarcus, CEO & Co-Founder, @lightspark

Out on Monday at 8am PT / 11am ET / 4pm GMT

Find it on 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 or 𝗬𝗼𝘂𝗧𝘂𝗯𝗲 by searching "Tokenized Podcast" 📷 💙

[Tokenized Podcast @TokenizedPod]

🚨 Ep. 7 of Agentic Commerce: PayPal’s Plan to Win the Agent Economy

@sytaylor & @bamazizimesh are joined by:

👉 @KausikRajgopal, EVP, Strategy, Corporate Development & Partnerships, @PayPal

To discuss:

🕵 Trust and fraud management in agentic commerce

🤖 AI-driven purchase journeys during Black Friday

🔎 Merchants needing AI channel product discoverability

🪙 Payment options for AI agents including stablecoins

🥊 Consumer versus agent payment optimization differences

⚙️ PayPal integrations with Microsoft Copilot and Perplexity

🌐 Travel and hospitality as key agentic commerce use case

💸 Stablecoin use for microtransactions and real-time settlement

❗️ Interoperability challenges among multiple agent protocols

***

Timestamps:

00:00 Introduction

01:45 Trust and fraud management in agentic commerce

05:51 AI-driven purchase journeys during Black Friday

08:17 Merchants needing AI channel product discoverability

11:28 Payment options for AI agents including stablecoins

13:29 Consumer versus agent payment optimization differences

15:19 PayPal integrations with Microsoft Copilot and Perplexity

20:54 Travel and hospitality as key agentic commerce use case

27:31 Stablecoin use for microtransactions and real-time settlement

32:33 Interoperability challenges among multiple agent protocols

***

👉 𝘚𝘦𝘢𝘳𝘤𝘩 '𝘛𝘰𝘬𝘦𝘯𝘪𝘻𝘦𝘥 𝘗𝘰𝘥𝘤𝘢𝘴𝘵' 𝘖𝘯 𝘠𝘰𝘶𝘛𝘶𝘣𝘦. 𝘈𝘱𝘱𝘭𝘦, 𝘚𝘱𝘰𝘵𝘪𝘧𝘺 𝘰𝘳 𝘢𝘯𝘺 𝘗𝘰𝘥𝘤𝘢𝘴𝘵 𝘗𝘭𝘢𝘺𝘦𝘳! 👈

[Pet @PetBerisha]

The liquidity is driven by the promise of buybacks.

Not a bad thing, but if Gatcha players stopped offering buybacks tomorrow, that liquidity would disappear very quickly.

[Nick Ducoff @nickducoff]

what's happening with trading cards is a great reminder that liquidity begets liquidity

nfts won't make a come back without deep, active markets

right now you can buy pretty much any trading card (pokemon or sports) and flip it

there's a buyer for anything at all price levels

[Pet @PetBerisha]

@corwinperdomo Maybe if you left NYC once in a while, you'd be there?

[Pet @PetBerisha]

@JasonYanowitz Huge congrats

[Pet @PetBerisha]

Opus 4.7 is slow and not very good.

Need that magic feeling from then 4.5 first came out back

[Pet @PetBerisha]

@daveo_8 @eightyhi Nooooo haha

[Pet @PetBerisha]

@jordymaui Bring

[Pet @PetBerisha]

@boredHirshy @0xkioto No. I am mostly bearish on tokens as an incentive layer, though. I think operations and inventory are key, but diff companies will always verticalise into one specific category and try to use that as a wedge.

[Pet @PetBerisha]

@boredHirshy Really good piece by @0xkioto.

To me the two metrics that truly matter are:

1) P/E on individual collectibles
2) the take to sales ratio

Issue is in all of this, all collectors care about is good inventory, so being 'good' to your customers is not condusive to 1)