Nick Grous
@GrousARK
Director of Research: Consumer Internet & Fintech @ARKInvest | email: ngrous@ark-invest.com | Disclosure:
740 Following 35.2K Followers
Muse just found me $1,500+ in unclaimed money. I’m now a user for life.
The crypto community waking up to the force that is Robinhood.
There is only one space outside of AI with standout growth. It's prediction markets.
Total notional volume for the first 7 months of 2026 is up ~13.7x YoY.
Jan-Jul 2025 volume was $17B. The same window in 2026 hit $236B.
The biggest winner of this explosive growth is Kalshi.
Kalshi has grown its share of the market from roughly 20% in the first 7 months of 2025 to over 70% most recently, in July 2026. (US-only market share is even higher)
s/o to @datadashboards
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For decades, steady jobs felt safe and starting a business felt like a major risk. That's flipping.
In this piece, we look at the historical and current forces lowering the cost of entrepreneurship, from the fall of the necessary brick-and-mortar store to Shopify giving small merchants enterprise-level infrastructure to AI now standing in for the CFO, COO, and support team founders used to hire first.
Worth a read if you've ever thought about building something of your own 👇
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Very excited to have Austin joining us.
Give him a follow. We will be putting out some fun pieces soon.
