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Andy· 2025-09-29 23:43
Business Model & Vision - Kalshi CEO Tarek Monsour proposes prediction markets as a new form of content [1] - The company views significant potential in the prediction markets category [1] Industry Perspective - The Rollup features Tarek Monsour's thesis on prediction markets [1]
X @Andy
Andy· 2025-09-29 22:26
Market Overview - Prediction markets are poised for significant growth, potentially increasing by 100x [1][2] - The total addressable market (TAM) for prediction markets is projected to exceed the combined size of all existing markets [2] - The industry is experiencing record highs in volume and transaction activity [1] Regulatory Landscape - A meeting between the SEC (Securities and Exchange Commission) and CFTC (Commodity Futures Trading Commission) is considered a positive development for the industry [1] - The CEO of CME (Chicago Mercantile Exchange) acknowledges using Kalshi, indicating a move towards better policy development around prediction markets [1] Key Players - Kalshi's trading volume reached over $250 million yesterday, positioning it as a market leader [2] - Polymarket is a close competitor to Kalshi [1][2] - Polymarket and Kalshi are exploring the potential of a network token, deeper integration with crypto, and new technologies [1] - Limitless is preparing for a major token launch [1] - Myriad is experiencing growth [1] - Melee, Fact Machine, XO, and other companies are in the process of closing seed/series A funding rounds [1]
X @Andy
Andy· 2025-09-29 18:29
Stablecoin Industry Focus - Stablecoins are identified as a bridge to mainstream finance and the future of money movement, with the potential to reach Web2 and fintech audiences [2] - The Web2 audience entering the crypto space is primarily interested in insights that matter professionally and help them understand the future of money movement, rather than meme coins or obscure DeFi protocols [3] Stabledash's Strategy - Stabledash aims to be a navigation hub that curates the entire stablecoin conversation, rather than competing for exclusive attention as another media brand [2] - The company addresses the problem of amazing stablecoin insights being buried on timelines, in long episodes, and on social media feeds [3] - Stabledash's solution is to create a single place where professionals can access insights from top voices in the stablecoin space [4] - The company emphasizes curating the conversation rather than competing for mindshare, believing that the insights matter more than who delivers them [4][5] - Stabledash is publishing articles covering insights from other platforms, such as The Rollup, to grow the stablecoin ecosystem together [5] Content Consumption - Individuals typically check 10+ sources daily, including X and LinkedIn, for different perspectives and expertise [1] - Nobody relies on just one voice for information and learning [1]