Binary settlement contracts can and will be disrupted because polymarket and kalshi are servicing only one side of a two-sided marketplace. They both service the trading aspect of event contracts. The others side of that coin is the market creator. Poly and kalshi ask the questions, and all traders can do is answer them. Disruption comes from breaking that pattern and aggregating market ideas from the crowd. Going from a single full-time team of curators to a permissionless system that harnesses ideas from the internet as they spawn, is the breakthrough. “Crowdsourcing” doesn’t have to be a system of chaos with no structure and hundreds of duplicate markets. A proper permissionless system enables curators, domain specific experts, users with online reach, regulars on the prediction platform, and ppl who just come up with unique ideas, all the same. Poly and Kalshi are ignoring half the game, which means there’s a big opportunity up for grabs.

Trueo’s biggest competitive edge is that we have the most mature permissionless prediction market product out there. No cheap ‘beta’ tags. No gimmicks. Create event contracts for any idea or question, in seconds. - Yield bearing markets - Onchain orderbook - Well tuned market generator - Deep AI integrations - Unique, flexible Oracle There’s jusy one big missing ingredient, and that’s liquidity. Something we’re laser focused on solving. The good news is that we have a ton of tools at our disposal to improve liquidity. The great news is that we know exactly how to get there.

That's a wrap on SDCC 2026! Thank you to everyone who stopped by Booth #1837# — this show would not have been the same without you🙏 We saved the biggest surprise for last: a special appearance and surprise signing with Jim Lee — world-renowned comic book artist, writer, editor, and publisher, currently Chief Creative Officer and Publisher of DC. Joined by Lucas Lee-Garza and Sean Chen, having Jim Lee at Booth #1837# was a moment none of us will forget🔥 Our official full recap video is coming soon, so stay tuned. And for news on the 247 Comics Card Chase grand prize winner — that Jim Lee / Lucas Lee-Garza original art could be heading to your collection — subscribe to the 247 Comics Newsletter

Today we announced our NFT Swap platform at Permissionlessly execute NFT for NFT trades, with support for a predefined list of collections to keep you safe from scams. 1/🧵

Join @andrewhong5297 for the truth about vaults and the decisions made by the orgs who run them. Andrew really gets it. Often it seems all vaults and curators are the same because they can be accessed through highly polished front ends, but the back ends and decision making processes are all very different. Yearn and Yearn Curation, we take the position that trust is the only currency that matters. To build trust, we put everything we do out there on the table, for everyone to see. We aren't focused on being the biggest, but we are focused on being the best, and the most trusted. OK yeah we want to get back to $7B in deposits too.

Ethereum is for shipping. Here are some of the things the Ethereum ecosystem launched, upgraded, and announced over the past month. 0/ @RobinhoodApp launched Robinhood Chain (@RobinhoodCrypto) on mainnet, an Ethereum Layer 2 built on the @arbitrum stack, enabling 24/7 trading of tokenized stocks and ETFs for users in over 120 countries through Robinhood Wallet. The network surpassed $1B in DEX volume in just over a week. 1/ @aztecnetwork achieved Stage 2 rollup decentralization under @l2beat's framework, removing governance control over its core protocol and taking another step toward trust-minimized infrastructure. 2/ @VitalikButerin shared updates to Ethereum's evolving technical roadmap, outlining the next phase of Lean Ethereum and the protocol's long-term direction. 3/ @ethlabs_org launched as a non-profit R&D lab for Ethereum and ETH. Their mission is to make Ethereum the settlement layer of the global economy. 4/ @ethereuminsti launched as an independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem. 5/ @aave introduced Stable Vaults, fixed-rate stablecoin yield vaults designed for seamless integration into consumer applications. 6/ @zama launched the First DeFi Yield Venue for Confidential USDC (cUSDC) in partnership with @Morpho and @SteakhouseFi, bringing private stablecoin lending to Ethereum. 7/ @swissknifexyz launched a new Privacy Protocol Tracker, making it easier to compare fees, wait times, supported chains, and other metrics across Ethereum privacy protocols. 8/ Global tickets for @EFDevcon 8 went live, alongside speaker applications for this year’s conference in Mumbai, India. 9/ @Optimism and @toss__official signed an agreement to explore bringing the Korean Won onchain, expanding blockchain-based financial infrastructure for one of South Korea's largest fintech platforms. 10/ @OctantApp completed Epoch 12, its first full quadratic funding round using a zero-knowledge vote coprocessor and new voting application, distributing 88.1 WETH to Ethereum public goods projects. 11/ @0xprivacypools launched the trusted setup ceremony for Privacy Pools V2 ahead of its next protocol deployment. 12/ Gwei Name Service launched an ownerless, immutable Ethereum naming system built without administrative ownership. 13/ @ammalgam launched on Ethereum mainnet, introducing oracle-free lending without impermanent loss. 14/ @lodestar_eth added support for Fast Confirmations, allowing Ethereum node operators to confirm transactions in a single slot using validator attestations. 15/ @PrivacyBoost introduced preconfirmations for private transfers, allowing transfers to be treated as usable in around one second before final settlement. 16/ The @ethereumfndn published Ethereum Basics for Governments and Institutions, a new primer introducing Ethereum as a credibly neutral digital public utility for policymakers and enterprise leaders. 17/ @OndoFinance launched @OndoPerps, enabling tokenized stocks to be used as collateral for perpetual futures across equities, commodities, and indices. 18/ @base introduced Base Privacy, giving enterprises infrastructure to trade, pay, and settle onchain with built-in confidentiality and compliance features. 19/ @BGDA_UK launched BAGEY, a natively tokenized UK regulated fund on Ethereum where the blockchain serves as the legal register of record. 20/ @sparkfinance launched the Stablecoin FX Layer on @Uniswap v4, introducing shared liquidity infrastructure that lets stablecoins access a common liquidity layer. 21/ @Trueo_ launched user-created prediction markets, allowing anyone to create a market by asking a question and letting participants trade on the outcome through a fully onchain prediction market. 22/ @kpk_io integrated @OpenCover Covered Vaults, allowing depositors to add opt-in onchain insurance to curated vaults, with coverage underwritten by @NexusMutual. 23/ @PropellerSwap launched Turbine on Ethereum mainnet, enabling large trades to settle with lower slippage by sourcing liquidity across onchain, offchain, and peer-to-peer markets. 24/ Hosted by @web3privacy, the Neocypherpunk Summit brought together around 1,000 builders and researchers in Berlin to advance privacy, open-source infrastructure, and human rights. 25/ @eth_systems launched as a company building modular privacy infrastructure for institutional Ethereum.

Betting on this market has a much better payout than buying base:0x21cfcfc3d8f98fc728f48341d10ad8283f6eb7ab by about 3.3x 3/100 odds ~= 33 to 1 payout… for if TRUE 10x’s: Redeem $100 of the YES buys at this level pays ~$3300 Sell $100 of TRUE bought here yields ~$1000

Building completely immutable protocols is one way to pass the walk away test. But in 2026, there’s another way. It may have seemed like fantasy for autonomous onchain protocols to compete with commercial businesses back in 2021. But with modern AI, truly autonomous systems that can make that dream a reality. We can now build systems that are fully operated by AI on behalf of users and token holders. Better yet, you can build an open source, protocol-specific Agent along aide the project that acts as a representative for users/token holders. This is totally doable and feasible already. Imagine a project that not only passes the walk away test, but also gains momentum and grows post-walkaway!

This post is from the heart, motivated by Brian Chesky's bullpost last night. We're so close now. It's been 3 years since I wrote the below essay explaining precisely how Ethereum reduces friction to enable bringing the global economy onchain and enhance productivity. It got 540 likes which is pretty good for an account my size. It was my pinned post for years. Last night, Brian Chesky (Airbnb Founder & CEO) became the most famous, successful, and high status trad tech CEO to finally say the quietest part out loud: The most special thing about public chains is friction reduction. In doing so, Brian effectively endorsed Robinhood L2 and Eth's whole L1+2 model. I have been a big fan of the podcast EconTalk for my whole adult life and of its most frequent guest Mike Munger. This gave me early exposure to the theory of friction which economists refer to as "transaction costs"... not to be confused with gas fees. It helped me see the global friction reduction benefits of eth, which I have been writing about since 2019. That being said- During these early years, the world's onchain adoption has had and will have 3 distinct phases. Phase 1: Admitting the tech is pretty great. We saw this gradually ramp up from 2017-2024 in the form of early failed private blockchains, early institutional discussions and uptake of programmability, etc. Phase 1 is about institutions, corps, governments, central banks, and silicon valley recognizing that our onchain tech (almost always EVM) is a 1000x improvement to their offchain systems. Phase 2: Admitting that public chains are special networks. This started approximately with Facebook's Libra and has exploded after GENIUS, with the launch of many new corpo L1s. Phase 2 is characterized by trad folks all agreeing with each other and aping into the fact that public chains embody "come for the tech, stay for the market". The growth of international tbill demand from stablecoins played a key role in this. Brian's post has taken us to the bottom of the 8th inning here today in Phase 2. What happens next is Phase 3. That's where we win. Phase 3: admitting that the additional friction reduction-- above and beyond EVM tech and just any public chain-- from the Ethereum L1's decentralization and the L1 being the hub for defi/L2s is extremely valuable at global scale, and not available anywhere else. Phase 3 is where the world collectively realizes that the Ethereum L1 has a monopoly on being maximally decentralized and on being the global defi/L2 hub with the deepest liquidity, and also realizes that the world desperately needs this, or else the global economy literally can't come onchain. It's too risky and inconvenient to bring trillions in assets/activity onchain without Eth L1+L2. Skipping going onchain is not an option, specifically because the world wants to capture all of the magical apps/UX/markets uniquely enabled by Ethereum. Ethereum is inevitable. Friends... fellow Ethereum and ETH lovers and holders... it has been a long and frankly brutal road. As of today, we have never been closer and more certain to the realization of the incredible outcomes that used to merely exist in our dreams. We are near the end of the beginning. In the coming quarters and years, the world will enter Phase 3 of early adoption and hit the ramp of the global adoption S-curve. The entire world will realize that not only do they need to be onchain, but they need to be onchain on Ethereum L1+L2, where the friction/risk are lowest, protocols are strongest, and liquidity is deepest. Ethereum will achieve its potential to provide a level economic playing field for all of humanity. ETH will achieve its potential as a global treasury-grade SoV. Both will dominate for decades, maybe centuries. From the heart- love all of you that have been on this journey together for so long. And a huge welcome to everyone joining us now. The best is truly yet to come. So close now.❤️🚀

1/ As crypto winter comes to an end, it's time for a new blue chip asset to lead the way forward All major innovation - tokenization, stablecoins, perps, L2s, DeFi - happens on Ethereum Blockchain's NVIDIA moment is here at last... And so this next cycle belongs to ethereum:native

The breadth of markets covered on our App since we launched this feature is impressive. Only two other prediction markets have this sort of coverage. And both of them are ultra-capitalized behemoths. Now we need to level up our liquidity so we can really compete.

Building anything decentralized in 2026, is an insane uphill battle. You’re constantly compared to centralized alternatives that are 1000x more well resourced. You have to work way harder to reproduce a thing that’s easy to do in a centralized way. The cost is significantly higher. The simplest contract change requires a new round of audits. In a centralized system, that same change is quick overnight tweak to the code running on a local server. Users don’t appreciate it until it’s too late. And even when they’re reminded why it matters, they forget quickly after cuz they have goldfish memory. There’s no longer a value premium for doing anything in a decentralized way, and often there’s a discount applied. It just takes a lot of commitment to stick by decentralization in 2026. If you’re building something that optimizes for decentralization in this era, you’re in a unique crowd. A minority. Ppl will crack jokes about you on X. They’ll discourage you. They’ll dismiss you. They’ll say you shouldn’t exist because the centralized options are sufficient. You need real heart and determination to build for decentralization in 2026. But if you can weather through it and stay committed, eventually ppl will appreciate what you built. They’ll be grateful because this industry derives its purpose from the values of decentralization. Every so often, the crowd returns to it its roots. And when they do, you’ll gey your recognition. It ain’t much, but it’s honest work.

my tradfi friends are becoming ETH-curious it starts with one innocent staking question then they're reading Vitalik at 2am then one day one of them sits you down, voice trembling: "I bought some. it just felt right." and you hug them and tell them you've known since 2021

SPOTLIGHT: Trueo is a platform for predicting real-world outcomes by trading fully onchain, user-created prediction markets on Base. And your funds are never idle. All positions automatically earn True Yield simply by holding them on Trueo (@trueo_).