Cusp (🌊, ⚡)

Turning markets that price the future into capital markets on @solana Stay Liquid 🌊 Early access →

[Cusp (🌊, ⚡) @usecusp]

Prediction markets, by the numbers:

2024: $16B traded
2025: $64B traded
2026: ~$240B projected
2030: ~$1 TRILLION (Bernstein)

Kalshi: $11B → $22B valuation in 4 months
Polymarket: $350M → $15B in 2 years

The fastest-growing corner of finance.

[Cusp (🌊, ⚡) @usecusp]

PM hedging only beats insurance if you can finance the position. locking up capital for a months-long hedge kind of defeats the point when you're hedging because capital's tight.

so borrow against it, don't sell it. hedgers make the cleanest borrowers anyway no edge on the event.

(soon on the cusp roadmap)

[Cusp (🌊, ⚡) @usecusp]

@Xiznft @solana @colosseum @toly 👀👀👀

[Cusp (🌊, ⚡) @usecusp]

@colosseum You mean cusp

[Cusp (🌊, ⚡) @usecusp]

@Pedromiranda @Solana True

[Cusp (🌊, ⚡) @usecusp]

@Realcents_ let's build - Stay Liquid 🌊

[Cusp (🌊, ⚡) @usecusp]

For those wondering what's next — we're building Cusp. The capital markets layer for prediction market assets on solana

[toly 🇺🇸 @toly]

For those who are wondering what I’m doing next, I’m building open source software on solana

[Cusp (🌊, ⚡) @usecusp]

@NickyScanz The everything chain - Solana

[Cusp (🌊, ⚡) @usecusp]

@UmbraPrivacy WOW

[Cusp (🌊, ⚡) @usecusp]

@barrett_io incredible

[Cusp (🌊, ⚡) @usecusp]

@_808Jei Someone has to build this missing layer

So we’re building it

Stay tuned

[Cusp (🌊, ⚡) @usecusp]

Exactly

The unlock is not just making PM positions borrowable.

It is making them financeable at scale.

Risk metadata, dynamic LTVs, vault underwriting, liquidation paths, and settlement-aware collateral.

As PM prop desks scale, this becomes core market infrastructure.

Would love to compare notes.

[good @thenarrator]

there is a billion dollar opportunity in creating a token standard for prediction market positions that plugs into DeFi liquidity pools and enables lending/borrowing against PM shares

the core problem: PM positions go to zero at resolution so no lender touches them. a standard that wraps positions with risk metadata (probability, time to resolution, volatility) lets lending protocols price binary risk dynamically instead of avoiding it

connect this to the wave of prop firms emerging to fund PM traders

a lot of them will need infrastructure to extend capital against trader portfolios and manage binary resolution risk at scale

that infrastructure doesn't exist yet and the demand side is already forming. the supply side is wide open.

putting this out there for whoever wants to build it

[Cusp (🌊, ⚡) @usecusp]

@_808Jei 100% and this problem is going to increase as PM's grows

[Cusp (🌊, ⚡) @usecusp]

@mrinko @solana Cusp 🤝 solana

[Cusp (🌊, ⚡) @usecusp]

@thenarrator https://t.co/jfjc8qkU5V

[Cusp (🌊, ⚡) @usecusp]

Exactly

The unlock is not just making PM positions borrowable.

It is making them financeable at scale.

Risk metadata, dynamic LTVs, vault underwriting, liquidation paths, and settlement-aware collateral.

As PM prop desks scale, this becomes core market infrastructure.

Would love to compare notes.

[Cusp (🌊, ⚡) @usecusp]

@Charchit_WEB3 @gesimxyz @HrishiqueMunshi @SuperteamIN @paarugsethi @solanamobile @toly @metaproph3t @futarddotio @MetaDAOProject @ownershipfm @0xMista @metanallok LFGG 🫶

[Cusp (🌊, ⚡) @usecusp]

@tom_piskule @predikt_gg cusp mentioned 👀💚

[Cusp (🌊, ⚡) @usecusp]

@a16zcrypto https://t.co/ZtBg51r2Kf

[Cusp (🌊, ⚡) @usecusp]

@YouKnowEno next time addddding CUSP

[Cusp (🌊, ⚡) @usecusp]

Everyone is watching prediction markets grow

almost nobody is watching the tools that turn locked positions into usable capital

Join the waitlist 👇