Polymarket ($POLY)

being on any tier B-S leaderboard almost guarantees you a good profit.

take advantage

Kalshi just set a new record.

Over $1B in weekly trading volume.

This milestone is a new all time high for prediction market volume.

The MegaETH sale.
Insane !!!

Awesome breakdown of where prediction markets are going.

Major bucket that prediction markets are fantastic at generating signal for: commerce. What products & services - especially automated ones - are going to prove more or less valuable over time?

First time we've had a market-based solution to ratings & product quality.

Tier List of Kaito Pre-TGE Projects 🧵

S:

@base: Top performing L2 with real users, fees, and distribution. Could be one of the biggest cooks for 2026.

@Polymarket: Category leader in prediction markets with real volume/retention; token unlikely, product A+.

@monad: Parallelized EVM with sub-second finality and massive TPS. Could become THE place to build high-throughput EVM apps

@SentientAGI: Decentralized AI with strong tech and a disruptive AI model. A leading AI project with utility + traction.

A:

@farcaster_xyz: Strongest crypto social graph, durable network & atomic effects already confimed & visible.

@AlloraNetwork: Decentralized inference/“collectives”; integrations forming, mainnet usage is the near catalyst.

@cysic_xyz: ZK hardware/prover acceleration. Potential good paying infra niche if delivery timelines hold.

@zama_fhe: FHE tooling leader with deep cryptography + early integrations, gud tek and real demand.

@megaeth_labs: High-performance Ethereum L2 with near-instant blocks and tiny fees. Great tech and community support so far.

B:

@brevis_zk: ZK co-processor for verifiable data access, growing traction across L2s. Still too niche and overhyped IMO.

@gensynai: Decentralized AI compute marketplace with top partners + huge TAM. Still operates in an overcrowded market.

@zkPass: ZK proofs for off-chain credentials; clear need, UX/partner fit still uneven.

@billions_ntwk: Consumer social/trading network. Hot narrative, must show retention + liquidity post-launch.

@Theo_Network: Interesting AI/data angle, but limited public traction, will be waiting on users and demos.

C:

@MMTFinance: Attention > adoption right now. Needs a clear PMF and real usage; traction has been minimal despite huge social attention.

@GoKiteAI: Early AI/agent/dev-tooling story; differentiation and metrics TBD.

@vooi_io: The derivatives landscape is crowded. It requires deep liquidity or a goated USP to capture more market share.

D:

@vultisig: Huge attention spike with thin product traction. Skeptical of such hype waves backed by speculation.

@Kalshi: CFTC-regulated prediction market, token & airdrop unlikely. Don't waste time trading on the FED platform.

It's officially been 6 months since Arbitrum Timeboost was activated and it has earned ~$4.5M in ETH for the DAO.

This is obviously much less than the $19M - $95M per year that was projected by @Blockworks_ research.

A grand experiment in the "wisdom of crowds."

🔹 @Kalshi’s 231K markets represent the bridge between retail enthusiasm & institutional acceptance.
🔸 While @Polymarket brings volume, Kalshi brings the regulatory legitimacy.

The question: will they become a true asset class?

链上交互在迈向新的时代

想再聊一下 peaq 和 infinex @peaq @infinex
市场上对这两个项目其实关注还是太少了

首先是@infinex

他确实也在很大程度上来改善我们链上交互的一个体验通过一个超级应用程序就可以快速的交易、储蓄、赚取、管理所有的资产

*/更重要的是预计在11月底，12月初这个项目就会TGE了

然后peaq加入了这样一个新的游戏
在很多人都放弃的10月，他们上线了一个新的超级应用：


主要有几个功能
*/创建一个嵌入式的钱包
*/连接多个钱包，通过统一界面来管理，
*/方便用户去访问交互、跨链、质押、赚取收益

最终 $peaq 将会成为所有depin和机器人项目的超级一个应用市场，这也使得 peaq比其他机器人生态系统里面的项目变得更加容易访问，交互体验会变得更好。

继续持续的看好 $peaq
非常重要

Market seems weirdly calm before what’s probably the biggest TGE cluster in the coming months.

We’ve got #OpenSea, #MetaMask, #Polymarket, #Base, #Monad, #MegaETH, #Abstract… either confirmed or soft-timed between Q4 2025 and early 2026.

Is there an invisible hand taking us into the new phase?

Those big names with products moving billions in volume and millions of users are finally opening the gates to tokenization.

Institutional capital’s already locked in, and people are obviously farming everything they can.

XP on OpenSea and Abstract, swaps and bridges on MetaMask, bets on Polymarket, grinding on Base as everyone’s expecting the biggest airdrops in history.

Short term, that’s where the action sits.

But you can already see how this will split the crowd, with institutions accumulating exposure to “consumer crypto” layers while retail tries to flip free tokens into exit liquidity.

Risks are the same as every airdrop season, but magnified by absurd FDVs and tiny floats.

There’s still an $800B liquidity gap in alts compared to last cycle, which means if $60–90B in new FDV hits in one quarter, someone’s getting dumped on.

Monad’s drama is a good reminder that it was overhyped, under-distributed, then nuked by the same people who farmed it.

Still, the fact that Coinbase, ConsenSys, and OpenSea are even going fully on-chain with tokens is huge.

Market’s matured with pre-TGE markets, OTC deals, and all that. The game now is knowing when to sell the hype.

You think this TGE cluster’s the start of the next adoption flywheel, or will it mark the top of this cycle?

1. Steady progress
2. Waiting for the results of positions
#Polymarket