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0xJeff
@0xJeff
Researcher/Investor - sharing insights from 200+ convos with founders & builders at | Ex-TradFi
Joined November 2021
888 Following    80.8K Followers
Prediction markets about go to through an EVOLUTION ​ > PMs continue to achieve ATH after ATH in vol > Arb & bonding opps continue to get more crowded > Near-certainty 5-10% ROI only exist in long-dated markets now > The launch of DeFi on PMs like Gondor and Forecast is gonna make this attractive++ e.g. Bet NO at $0.91 on Putin out by Dec 31, 2026 market => ~21.2% APR 1) with 2x leverage on Gondor, that's ~37.5% APR [assuming 5% interest] 2) with unlimited leverage on Forecast, the APR could be higher depending on slippage, pool depth, utilization, and funding rate ​ Real prediction market leverage is indeed coming
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> PMs hit ATH after ATH > Builder eco expanded (trading/analytics) > Builders earn up to 1% fee from vol > BMoar owns almost half of the builders vol > Industry moving from trading/analytics to lending/borrowing/leverage ​ Liquidity is growing, market coverage is expanding, PM builders are eating
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