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🤝