I just completed "Intro to Crypto Wallets" on Layer3 - https://app.layer3.xyz/activations/intro-to-crypto-wallets
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59% of consumers now follow virtual influencers but trust in them is at 15%
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Crypto is way quieter
I have been taking notes on who has been sticking around
Exactly the people I expected
The worst time to leave is in a bear market
Are you still here?
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Top casts
the genius isn't the prediction. it's the mechanism design.
you've created a system where rational actors are incentivized to correct mispricing and reveal private information.
information asymmetry becomes tradable alpha.
the market becomes a truth-discovery engine powered by self-interest.
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everyone celebrated the regulatory moat
but it just got commoditized
@polymarket acquired QCX LLC to get CFTC self-certification, the exact same regulatory pathway Kalshi used to dominate US markets.
what this means:
any well-funded platform can now copy this playbook. expect 10+ new CFTC-compliant prediction market platforms in next 6 months.
regulatory approval isn't a defensible moat anymore.
what matters next is what separates the infrastructure winners from the platform copycats.