Polymarket hits $300M July volume; Azuro (AZUR) as the token play
Quote222 words
Bullish call$AZUR−99.9%since this piece, moved against the callHow it played out ↓Polymarket monthly volume went from $38M in April to $320M in July on US election demand, but is seasonal and has no token. Argues AZUR, an infra layer with 33 live frontends and over $4M revenue led by sports betting, is the better exposure.
Key claims
Polymarket monthly volume $38M in April to $320M in July (8x)
Azuro has 33 live frontends and more than $4M revenue
Polymarket has no token
In July @Polymarket breached $300M in volume. 🤯
Why? The US elections have been a major growth driver.
Problem? This is highly seasonal & the extent to which Polymarket can retain users after the election hype remains to be seen. Also: no token to get exposure.
My play? $AZUR, which powers @azuroprotocol, a prediction market infra layer with 33 live frontends and more than $4M in revenue generated.
It used to dominate the prediction market game with a clear PMF in the sports betting space, where it remains the leader.
With the election hype, Polymarket took the lead and monthly volume surged from $38M in April to $320M in July (8x !!!).
Soon though, election-related prediction markets are also coming to @azuroprotocol.
Combined with the core business (sports betting) catalysts, including the Olympics and major sports leagues across the globe that are about to start within the next weeks & months, I can definitely see a similar hyper-growth phase for @azuroprotocol coming up soon.
Prediction markets are here to stay and $AZUR is basically Polymarket on steroids & before the hype.
Since the token is already live too, you can also get direct exposure to the narrative.
Probably nothing though.... Right..? Right???
No NFA but recommend to DYOR anon. 🔍
I have a bag & def see room for growth here. 📈🙏
QUOTING @zerokn0wledge_
Prediction markets are the 1st crypto app with REAL product market fit. The global betting market is valued > $90B and generates billions of dollars in volume annually. Soon, prediction markets will take over. But there is MUCH MORE to it than gambling. Let me explain why t
Prediction markets are the 1st crypto app with REAL product market fit. The global betting market is valued > $90B and generates billions of dollars in volume annually. Soon, prediction markets will take over. But there is MUCH MORE to it than gambling. Let me explain why t
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How the call played out · since 28 Jul 2024
Prices as of 23 Oct 2026This piece takes a view on $AZUR, so that move is read against the call.
−99.9%
Moved against the call · over 2.2 years
- At publication
- $0.159
- Now
- $0.000222
- vs BTC
- −99.9%
- After 1 month
- −18%
- After 3 months
- −48%
- After 1 year
- −97%
- High since
- +5.6% 30 Jul 2024
- Low since
- −99.9% 23 Oct 2026
Since then
Zero has written 1 more piece on Azuro and $AZUR since this one.
- Prediction markets and onchain betting: Azuro and PolymarketBullish call on $AZUR
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish thesis is read as a call; explainers, maps and mentions are context. Not financial advice.