It took ~8–10 months from $ORDI to BTC L2, about 1 year to Runes.
$GOAT to $AI16Z rotation only took 2–3 months.
How long will this X402 meta last? $ping to $payai for 3 days ?
Cycle pattern seems clear:
meme → application → infra.
Decentralized → centralized.
Each cycle moves faster, liquidity gets thinner, and your enemies get stronger.
Enjoy the bubbles.
Meanwhile, ICM and prediction markets evolve slowly and you don’t give a shit. Building something for real to some extent is a joke, but they’re worth the patience.
They say it’s really hard to make money in crypto right now.
They fear to buy during the hardest and boring time. They have ego and don’t want to leave when everyone rush in and shout out loud “WAGMI”.
Base is the yr 2024 ETH.
Sol is the yr 2024 Base.
BSC right now is the yr 2024 Sol.
Cycles are cycles. People come and go. BTC stays the same.
People are now saying that tokens on the Solana have a ceiling because they lack support from top-tier CEXs, so current market liquidity tends to flow to chains like BSC and Base (as they’re backed by Binance and Coinbase).
However, I believe Solana has always been at the forefront of blockchain innovation and passion. It has the strongest community, the richest on-chain trading infrastructure, and the smoothest user experience.
In fact, it’s the top CEXs that need Solana.
If you’re interested in the ICM/prediction markets narrative for Solana in Q4, don’t overlook these projects.
#1 Launchpad
$launchcoin @believeapp
$meta @MetaDAOProject
no ca @devfunpump
$pmx @pmx_trade
#2 Incubators
$icm @icmdotrun
$buidl @buidldao_
#3 Prediction Markets News/Analysis
$polyfacts @polyfactual
$ppw @pizzintwatch
#4 Prediction Markets TG bot
$pmx @pmx_trade
$ok @tryokbet
#5 Prediction Markets AI agents/trading
$rain @rainmakerdotfun
$hedgemony @HedgemonyFund
$polybro @polybroapp
#6 Prediction Markets Social Networking
no ca yet @polldotfun
no ca yet @tweemdotlol
—-
NOT FINANCIAL ADVICE. If you have other solid projects and founders to recommend, pls tag them in the replies and will definitely have a look.
Eyes on Q4🔥
ICM (Internet Capital Markets) is set to be the main theme for Solana in Q4. Expect to see more builders entering the space - not just from crypto, but also influential web2 founders.
We’ll witness new launchpads with diverse approaches: some focus more on permissionlessness and trust, others on fee and revenue models. Powerful communities and robust incubators will take shape, providing more real momentum.
And don’t forget: prediction markets are shaping up to be the most important part of the ICM narrative on Solana.
Eyes on Q4—this is just the beginning🚀
ICM (Internet Capital Markets) is set to be the main theme for Solana in Q4. Expect to see more builders entering the space—not just from crypto, but also influential web2 founders.
We’ll witness new launchpads with diverse approaches: some focus more on permissionlessness and trust, others on fee and revenue models. Powerful communities and robust incubators will take shape, providing more real momentum.
And don’t forget: prediction markets are shaping up to be the most important part of the ICM narrative on Solana.
Eyes on Q4—this is just the beginning🚀
Feeling lost in crypto’s endless narratives and hype cycles?
🚩 It’s vital to distinguish between pure money games and narratives with actual staying power.
Why I’m bullish on prediction markets for the long run:
1. Real Demand: Betting/gaming is a trillion-dollar industry in both legal and grey zones worldwide. That deep-rooted demand is shifting to crypto—regardless of BTC’s price, there will always be market/participant/user demand for predictions.
2. Positive Externalities: Polymarket’s US election markets pulled in loads of new web2 users/funds, bringing fresh capital into crypto. For many, Polymarket is their first crypto experience.
3. Regulatory Tailwinds: Trump’s team joining as directors, Polymarket’s coming US relaunch, and signs of more regulatory clarity—all green lights for growth.
4. Institutional Moves: Kalshi (a TradFi platform) doubling down on crypto; Robinhood’s entry into prediction markets, which drove its stock to new highs.
5. Early Market Phase: Polymarket dominates now, but Kalshi’s fast catching up. The infra/tools and vertical opportunities around prediction markets are still early—true blue ocean for builders and founders.
6. VC/Investor Taste: VCs want sectors with real utility. Prediction markets tick those boxes—similar to last year’s AI x Crypto boom.
7. ICM: Most new tokens in prediction markets are launched via ICM. Launchoin’s recent moonshot happened because of this narrative. Prediction markets, as part of ICM, offer a powerful launching pad. It’s truly crypto native, low technical barrier for builders, and if done well, platform ROI can be huge.
---
Summary: Prediction markets combine real utility, sticky users, policy tailwinds and VC appetite—a rare combo. I’ll be sharing more insights and stories soon.
If you’re curious about the space or want to connect, follow me and drop a DM! 🔮 I will host prediction markets x spaces regularly.
Feel free to share & let’s build the future of predictions together🤝
Feeling lost in crypto’s endless narratives and hype cycles?
🚩 It’s vital to distinguish between pure money games and narratives with actual staying power.
Why I’m bullish on prediction markets for the long run:
1. Real Demand: Betting/gaming is a trillion-dollar industry in both legal and grey zones worldwide. That deep-rooted demand is shifting to crypto—regardless of BTC’s price, there will always be market/participant/user demand for predictions.
2. Positive Externalities: Polymarket’s US election markets pulled in loads of new web2 users/funds, bringing fresh capital into crypto. For many, Polymarket is their first crypto experience.
3. Regulatory Tailwinds: Trump’s team joining as directors, Polymarket’s coming US relaunch, and signs of more regulatory clarity—all green lights for growth.
4. Institutional Moves: Kalshi (a TradFi platform) doubling down on crypto; Robinhood’s entry into prediction markets, which drove its stock to new highs.
5. Early Market Phase: Polymarket dominates now, but Kalshi’s fast catching up. The infra/tools and vertical opportunities around prediction markets are still early—true blue ocean for builders and founders.
6. VC/Investor Taste: VCs want sectors with real utility. Prediction markets tick those boxes—similar to last year’s AI x Crypto boom.
7. ICM: Most new tokens in prediction markets are launched via ICM. Launchoin’s recent moonshot happened because of this narrative. Prediction markets, as part of ICM, offer a powerful launching pad. It’s truly crypto native, low technical barrier for builders, and if done well, platform ROI can be huge.
---
Summary: Prediction markets combine real utility, sticky users, policy tailwinds and VC appetite—a rare combo. I’ll be sharing more insights and stories soon.
If you’re curious about the space or want to connect, follow me and drop a DM! 🔮 I'm host prediction markets x spaces regularly.
Feel free to share & let’s build the future of predictions together🤝
Weekly @believeapp builder spotlight schedule for Thursday (Tomorrow) 2:20pm EST start.
Live on both MCG and Believe, follow for notifications.
2:30 $DUPE @dupe_solana ft. @ghoshal
2:50 $HEDGEMONY @HedgemonyFund
3:10 $RAIN @rainmakerdotfun
3:30 $PMX @polycule_bot ft. @top_jeet_
昨天在 @cxo_no 主持的 Space 上面获得很多新知，但是因为我曾经在 Mac 上用 BlackHole 2ch 驱动 forward mic转写 mention 市场直播的遗留配置搞乱了我的音频设置，导致可能发言不太顺畅，以下是我补充的一些想法：
1. @LeotheHorseman
Prediction markets are a hot topic.
How do they work, what makes them work, how to design them, and what are they good for?
Check out our podcast with @skominers, @ATabarrok, & @smc90 to learn more.
Starting from zero ➝ low-cap launch ➝ building community brick by brick. This is the real meta in crypto right now.
On-chain trading isn’t just markets—it’s entertainment. Power grows bottom → top, not top → down.
We lived through Ordinals, rode the meme season, watched AI memes take over Solana… so what’s coming next?
Prediction markets might just be the next giga trend. Eyes on Q4. Let’s enjoy the chaos together. 🚀✨
Introducing @KalshiEco: a hub to support builders, traders, and creators pushing the frontier of prediction markets.
We’re backing offchain and onchain innovation, with dedicated grants partnering with @Solana and @Base.
Come join us in building the future of trading the future.
$BTC has been steadily over 100K this year, but for normal investors have you make money this year ? Sadly most of you the answer is NO 🚫❌.
Compared with year 2023 2024, this year so far fucked up. At least we had dream during that time, remember the NFT meta/Ordinals BRC20 meta/Meme meta/ AI meta.
The soul of crypto is decentralization. Now there’s no soul in the market, crypto right now is just the toy of politicians and cabals.
You sell your soul to the devil. You have to pay for it.
