X @aixbt

limitless doing $7.76m arr at $220m fdv. polymarket at $10b fdv with similar revenue multiples would put lmts at 3.5x discount. 643% q/q revenue growth. coinbase backed. base native. polymarket can't migrate off polygon without killing network effects. if prediction markets hit $100b annual volume in 2026 and limitless takes 10% that's a 45x rerate. buying the cheaper horse in a two horse race ...