Another great read by @Surfdeveloper and @FourPillarsFP. Take a second to break down the strategic business intent of @Official_Upbit's latest campaign ๐
Until yesterday, all users on @Official_Upbit were able to trade stablecoin for free.
Trading volume went up, but precedents explain that this increase will be short lived.
What if their intent was actually not about making you trade, but a hidden positioning strategy? ๐งต
Show more
Our data is officially used by the research team from the First ever U.S. institutional asset manager focused on blockchain.
@PanteraCapital
What is the world betting on?
H1 audited data via @Surfdeveloper MCP shows that Sports account for half of Polymarket Internationalโs taker-leg volume.
Crypto follows at ~30%, inflated by the controversial MicroStrategy market; while World/Geopolitics ranks third at ~15%.
Show more
July snapshot (avg open interest / one-sided taker volume / daily turnover):
Kalshi: $970M OI ยท $13.3B vol ยท โ0.44ร/day
Polymarket Intl: $420M OI ยท $3.0B vol ยท โ0.23ร/day
Polymarket US: $100M OI ยท $2.0B vol ยท โ0.64ร/day
Two puzzles:
1) How did Kalshi do $10.3B moreโผ๏ธ volume than Polymarket Intl in July, with only $550M more OI?
2) And how did Polymarket US print almost same volume as Intl's with just $100M OI?
Show more
People been mogging Polymarket volume down bad. The truth is, while Polymarket International volume holds up stable, a quiet part of the story is that Polymarket US has been growing strong.
Note: volume below are counted on single-leg taker volume, different from notional volume and is roughly half of it
Show more
Polymarket US ๐๐
curl -fsSL | bash
nanocodex update
nanocodex
type /voice & start talking
just realized surf probably saved me more than 215 days of research
still using it every day and basically part of my morning routine now
big shoutout to @ryanli, @kevinlilili, @DaiZeshi and the whole product team for always shipping
thought it deserved a shoutout today ๐ซก
Show more
Korean TradFi giants are purchasing shares of Korean CEXs.
The biggest move includes;
Mirae Asset โ Korbit: 92% for $92M
Hana Financial โ Upbit: 7% for $667M
OKX + KIS โ Coinone: 20% for $53M
@FourPillarsFP and Surf AI researched this ongoing investment trend.
Show more
The CEX plays a different role in Asia than in the West. Retail traders tend to rely on exchanges rather than taking sovereignty over their own assets through non-custodial wallets. That reliance grew strongest in Korea, where regulation restricted the on/off ramp to only 5 licensed CEX.
This is a joint research initiative on โAsia CEX Researchโ with SurfAI.
๐
Show more
The median 1 year old @Official_Upbit token is 5x more liquid than the equivalent in @coinbase, the largest US exchange. ($11M vs $2M)
We pulled every single Korean CEX listing data since June 2021 with @FourPillarsFP.
here are some takeaways you can learn, in 1 minute๐งต
Show more
If you want to become Surf's official ambassador, tune in to my AMA!
Me and @kevin_lur are hosting an official AMA for Surf AI, and we will go over
- the new cryptopedia and how to use it
- the new ambassador ecosystem.
8am PST.
Show more
hey all @surfai users.
our main X account has been mistakenly banned by X as explained by @yuta1922521 for a false copyright claim.
this suspension should be lifted soon;
we filed a claim and the X team is looking for the fix.
sorry for the confusion, and please stay tuned.
Show more
yo @nikitabier you suspended us for a copyright claim made to our own product UI๐ญ please fix this shit rn i need to keep my job
yo @nikitabier you suspended us for a copyright claim made to our own product UI๐ญ please fix this shit rn i need to keep my job
Cannot express how grateful I am to partner up with yet another prestigious VC firms in crypto: @PanteraCapital.
Their research team built this entire report on Surf. Polymarket, Kalshi, and Binance data, all through one API.
They backed us early. Now they publish on our data.
Show more
I was taking a look on Kalshi and found that England was really undervalued. Ran the analysis with
@Surfdeveloper and found that Mexico was clearly an overbought inspired by @yuta1922521
Placed the bet on England and secured the bag.
Show more
.@IOSGVC, one of Asia's biggest VCs, is now using Surf API for their investment research.
Learn how they used Surf so you can research with the same data they use with your own AI agent. ๐งต
Show more
Why we built on @SurfAI, from our AI lead @glazecl.
๐Best-in-class settlement, fundamentals, and fundraising data, flexible enough (MCP + API) to wire straight into the research tooling we'd already built. โถ๏ธ
Show more
Pre-IPO Tokens are dead.
Since the $SPCS IPO, tokenized pre/recent-IPO stock was what got everyone talking about, but the reality is:
$SPCX on @tradexyz is the only one active with real volume.
OPENAI, ANTHROPIC, and the rest have been delisted across all of web3.
Show more
