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Polymarket

11 pieces · Jul 2024 to Oct 2025 · 1 flagship

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Prediction markets10 L1/L22 AI2 Hyperliquid1 Perps1 DeFi1

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52024

62025

Start here · the strongest pieces on Polymarket

Article29 Oct 2025HIP-3: Meet the Everything Exchange on HyperliquidBreaks down HIP-3 builder-deployed perps: 500,000 HYPE slashable stake, up to 50% fee share, Dutch auction slots every 31 hours. Covers the builder ecosystem, prediction market perps and HIP-3.1's halt-instead-of-slash oracle model.Breakdown07 Oct 2025Buzzing: AI-powered permissionless prediction markets on FluentArgues current prediction market designs are limited by whitelisted creation and plutocratic resolution. Buzzing uses AI-generated markets proven via zkTLS, an HLP-style master vault for liquidity, and AI oracle resolution with reputation-based disputes.Map29 Oct 2025Prediction markets landscape: general, financial, sports, social and infraCategorized list of prediction market and betting protocols across general-purpose, financial, sports, social and infrastructure segments, shared as a work in progress. Notes Polymarket valued at $15B and Kalshi at $12B.

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2025 6

29 Oct 2025HIP-3: Meet the Everything Exchange on HyperliquidBreaks down HIP-3 builder-deployed perps: 500,000 HYPE slashable stake, up to 50% fee share, Dutch auction slots every 31 hours. Covers the builder ecosystem, prediction market perps and HIP-3.1's halt-instead-of-slash oracle model.ArticleHyperliquidPerpsPrediction markets

29 Oct 2025Prediction markets landscape: general, financial, sports, social and infraCategorized list of prediction market and betting protocols across general-purpose, financial, sports, social and infrastructure segments, shared as a work in progress. Notes Polymarket valued at $15B and Kalshi at $12B.MapPrediction markets

28 Oct 2025Polymarket and Hyperliquid pre-market: MON valued above MEGAPolymarket gives MEGA a 33% chance of an FDV above $4B one day after launch versus 76% for MON, and Hyperliquid pre-market perps value MON at $6.4B and MEGA at $4.6B. The market currently values L1s above L2s.DataPrediction marketsL1/L2

28 Oct 2025MegaETH community sale 8.2x oversubscribed: Polymarket and HL-implied returnsMegaETH's sale was 8.2x oversubscribed after 12-13 hours, with Polymarket at 84% odds of over $1B in bids. With HL pre-market at $4.6B vs a $1B sale ceiling and a $2B implied floor, no-lockup participants might make 2-4x.DataPrediction marketsL1/L2

07 Oct 2025Buzzing: AI-powered permissionless prediction markets on FluentArgues current prediction market designs are limited by whitelisted creation and plutocratic resolution. Buzzing uses AI-generated markets proven via zkTLS, an HLP-style master vault for liquidity, and AI oracle resolution with reputation-based disputes.BreakdownPrediction marketsAI

25 Sep 2025Permissionless prediction markets: Buzzing's AI and zkTLS designArgues prediction market growth is capped by gatekept creation and subjective, whale-influenced resolution, comparable to a whitelisted pump.fun. Highlights Buzzing's AI-assisted market creation, reputation-based disputes, zkTLS-verified data and 25% creator fee share.ThesisPrediction marketsAI

2024 5

23 Sep 2024Prediction markets and onchain betting: Azuro and PolymarketArgues onchain prediction markets and betting are a narrative to watch, citing Polymarket's election PMF and Azuro's composable infra for sports and arbitrary event risk. Frames the $250B-$300B traditional betting market as the addressable base. Includes a referral link.Market takePrediction marketsDeFi

04 Sep 2024Macro setup into the Sept 2024 FOMC: rate cut odds and the 2007 parallelWalks through the key US data week and the 2007 rate-cut parallel. Cites CME odds of 59% for 25 bps and 41% for 50 bps, expects volatility but a 25 bps cut, and flags idle stablecoin liquidity as potential firepower.Market takeMacro

28 Jul 2024Polymarket hits $300M July volume; Azuro (AZUR) as the token playPolymarket 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.ThesisPrediction markets

28 Jul 2024Prediction markets explained: why Polymarket election markets matterExplains how outcome shares aggregate information, using Polymarket's 2024 US presidential markets as the example. Argues market-derived probabilities and state-level data make prediction markets a better sentiment signal than polls.ExplainerPrediction markets

24 Jul 2024Azuro (AZUR) as the undervalued prediction market play vs PolymarketArgues Azuro is the best token exposure to prediction markets: $35M market cap and $217M FDV versus over $4M revenue and 25+ frontends. Sports betting is less seasonal than Polymarket's election volume, and election markets are coming to Azuro.ThesisPrediction markets

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Hyperliquid113 Azuro8 Kalshi6 MegaETH46 Fluent27 Pyth17 Ventuals5 Monad20

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