Andy
Search documents
X @Andy
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
RT Zach (@zdubs33)Every media brand wants to be your only source of truth.I felt that same pull when we started @Stabledash. That primal instinct to own your entire information diet.Then I looked at my own behavior.I check 10+ sources everyday plus doom scrolling on X and Linkedin. Different perspectives from different voices. Each with their own expertise and blind spots.That's how everyone actually consumes content and learns.Nobody relies on just one voice.And stablecoins aren't just another crypto verti ...